B2B Appointment Setting Services That Put Qualified Meetings on Your Calendar
CFE Marketing Services's B2B appointment setting service puts qualified meetings on your closers' calendars. US based callers and writers run phone and cold email outbound in your name, qualify every prospect against your ICP, and book the meeting directly with your AE. Every booking clears the written CFE Marketing Services Appointment Standard before it reaches your rep, and any meeting that fails a checkpoint is replaced at no charge. One team per market segment, month to month.
US based callers and writers run outbound in your name, qualify against your ICP, and book meetings your closers actually want to take. One team per market segment. Month to month.
Book a Strategy CallWhat a booked meeting means here
Most agencies count anything that touched a calendar. We check every B2B meeting against a written standard before it reaches your rep. Six things have to be true.
Decision maker or documented influencer
The person on the call can buy, or they are a named influencer with the buyer identified in the notes.
Company matches your ICP
Size, industry and geography all check out against the profile we agree at kickoff, not a loose approximation.
A stated business reason
They said in their own words why the conversation is worth having. That sentence lands in the meeting notes.
A specific date and time accepted
Not general interest. A time on your AE calendar that the prospect agreed to out loud or in writing.
Confirmation and reminder sent
Calendar invite goes out the same day, with a reminder before the meeting to protect the show rate.
Second person QA
Someone other than the caller reviews every booking against the checklist before it reaches your rep.
How does B2B appointment setting work with CFE Marketing Services?
In four steps: ICP and list build, messaging written in your voice and approved by you, US based callers plus cold email running your market, then meetings booked straight onto your AE's calendar with the qualifying answers attached.
- 1
ICP and list build
We define the accounts and titles worth calling, then build the list around them. Verified contact data, DNC scrubbed, deduped against your CRM.
- 2
Messaging and script in your voice
Openers, objection paths and email copy written to sound like your team, approved by you before a single dial.
- 3
US based callers plus email support
Callers dial your market during the hours your buyers answer, while cold email runs on dedicated sending infrastructure behind them.
- 4
Meetings booked to your AE calendar
Bookings land directly on the closer's calendar with notes, context and the qualifying answers attached.
- 5
Weekly reporting
Dials, connects, meetings set, meetings held and pipeline created. Same numbers every week, no vanity metrics.
Industries we book for
B2B SaaS
Founder led and post seed teams selling into IT, ops and finance buyers.
See the playbookAccounting firms and CPAs
Advisory, CAS and tax retainers booked with owners and CFOs.
See the playbookFinancial advisors
Compliance aware outreach to qualified prospects and centers of influence.
See the playbookLogistics and freight
Shippers, 3PLs and brokers, booked with the person who owns the lanes.
See the playbookCommercial real estate
Owners, asset managers and property managers across portfolios.
See the playbookAppointment setting vs an in-house SDR
| CFE Marketing Services | In-house SDR | |
|---|---|---|
| Time to first meeting | B2B sales meeting program live in a week, first meetings inside the first weeks of dialing | 60 to 90 days to hire, onboard and ramp a new SDR |
| Management overhead | We hire, train, coach and QA. You review meetings and reporting | You own recruiting, training, call coaching and performance management |
| Cost model | One monthly program fee, scoped on a call, month to month | Salary plus commission, benefits, tooling, data and management time |
| Ramp risk | Callers are already trained on outbound, only your offer is new | A bad hire costs a full quarter and the pipeline gap behind it |
| What you own | The meetings, the notes, the recordings and the data | Everything, including the rebuild when the rep leaves |
Who this is for
- B2B companies with an average contract value over roughly 10k
- Teams with a closer who can take 8 or more meetings a month
- A defined ICP you can describe by size, industry and geography
Not for
- -Pre-product startups still looking for a first version to sell
- -Companies that cannot take a meeting within 5 business days
- -Anyone who needs a guaranteed number of closed deals
B2B appointment setting FAQ
What is B2B appointment setting?
B2B appointment setting is outbound calling and emailing done on your behalf, with one goal: putting a qualified meeting with a decision maker on your closer's calendar. The setter opens the conversation, qualifies against your criteria, and books the time. Your rep runs the sales conversation.
How many meetings per month should we expect?
It depends on your ICP and how dense your market is. A niche with 800 accounts behaves nothing like one with 80,000. We set a target together on the scoping call, based on your list size, offer and calendar capacity, then report against that target every week. We do not quote a range before we have seen your market.
Who makes the calls?
US based callers, trained on your offer, your ICP and your script. Never offshore VAs. Calls are logged and every booked meeting is reviewed by a second person before it reaches your rep.
How fast can we start?
The B2B sales meeting program is live in a week. Week one is kickoff, ICP and list. Week two is messaging, script and infrastructure. Week three is live dialing and sending.
What does it cost?
Programs are scoped and quoted on a 30 minute call. No long term contract, month to month with 30 days notice.
Do you do cold email too?
Yes. Cold email runs alongside calling on dedicated domains and inboxes with warmup and deliverability management. See our cold email agency page for how that side of the program works.
What happens if a meeting no-shows?
We chase it, rebook it, and it does not count against your booked meeting count. No show handling is part of the program, not an add on.
More detail in our B2B appointment setting guide, or compare providers in the best appointment setting companies list. If you are already shortlisting agencies, see how CFE Marketing Services compares to Belkins. The dialing side of these programs runs on our B2B cold calling services.
See what qualified meetings look like on your calendar
A 30 minute call. We map your ICP, agree the qualification criteria in writing, and scope the program. No long term contract.
Book a Strategy CallTell us about your ICP
Takes 30 seconds. We will come back with whether your segment is open and what a program would look like.