B2B Appointment Setting Services That Put Qualified Meetings on Your Calendar
CFE Marketing Services is a B2B appointment setting company whose US based SDRs book qualified sales meetings with your ideal buyers directly onto your calendar. The team builds an ICP matched prospect list, runs cold calling and cold email in your name, and goes live in a week. Programs run month to month, with 30 days notice to cancel.
Need a full outbound team? See our outsourced SDR service.
Book a Strategy CallSelected clients
CFE Marketing Services has booked meetings with senior, high level B2B decision makers at emerging, mid-market and enterprise companies. Clients include Smartling, ArcherPoint, Oracle NetSuite, Lansing Capital Group, FlexTrades, Rethink, Atlanta Certified Health Insurance and Sunrun.
CFE has booked thousands of meetings since 2022 (CFE-reported). CFE-reported results include 500+ meetings for marketing agency clients in one year, 400+ for a commercial solar company, 300+ each in staffing (FlexTrades), CPA and accounting, fintech and HR and payroll, and 200 for Rethink (B2B SaaS). Unnamed clients are confidential.
Client campaign totals reported by CFE. Campaign timeframes and sales outcomes are not shown.
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Residential solar | 1,000+ shown appointments | Sunrun | Read the case study |
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Wealth management | 400+ | Wealth management firm (confidential) | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Painting and home services | 250+ appointments | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| Marketing agency | 200 | Marketing agency client (confidential) | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.
What a booked meeting means here
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
What is appointment setting?
Appointment setting is outbound sales work that turns a target list into meetings on a sales rep's calendar. An appointment setter researches the account, calls or emails the decision maker, confirms the prospect fits the criteria you set, and books a time for your rep to run the sales conversation. A good B2B appointment setting company qualifies each meeting before it reaches your calendar, so your closers spend their time on buyers who can say yes.
CFE Marketing Services is a B2B appointment setting agency. US based callers book BANT qualified meetings for US based businesses: budget, authority, need and timeline are confirmed before a meeting is booked.
What does an appointment setting agency do?
- Builds an ICP matched prospect list of the companies and job titles you want to meet.
- Writes call and email scripts that your team approves before launch.
- Calls and emails prospects every business day. At CFE each caller makes about 75 dials a day.
- Qualifies each prospect on the criteria you set, then books the meeting onto your calendar with notes.
- Reports booked and attended meetings separately every week.
Your team runs the meeting, sends the proposal and closes.
How appointment setting services are priced
Appointment setting companies use three common pricing models: a monthly retainer for a dedicated caller or team, a fee per booked or attended appointment, or a base fee plus a per appointment fee. Cost depends on how hard your buyers are to reach, the size of your target market, how many meetings you need each month and how strictly each meeting is qualified.
CFE Marketing Services prices each program to the project after a 30 minute call about your market and meeting goals. Programs start with a one month pilot, then run month to month with 30 days notice to cancel. Use the appointment setting cost checklist to compare quotes.
Appointment setting company, lead generation company or in-house setter?
- A lead generation company delivers contacts or leads. Your team still has to reach and qualify them.
- An appointment setting company delivers meetings on your calendar with prospects who were qualified first.
- An in-house appointment setter gives you full control, but you hire, train, manage and replace the setter yourself.
Many B2B companies start with an appointment setting company to test a market in a month, then decide whether to build in house.
Appointment setting vs lead generation | In-house SDR vs outsourced SDR
How does B2B appointment setting work with CFE Marketing Services?
In four steps: a 30 minute strategy call, an ICP matched list and scripts, US based SDRs running cold calling and cold email, then meetings booked onto your calendar.
- 1
ICP and list build
We define the accounts and titles worth calling, then build an ICP matched prospect list around them.
- 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
US based SDRs call your market during the hours your buyers answer, and cold email runs from the same list.
- 4
Meetings booked to your AE calendar
Bookings land directly on the closer's calendar with notes, context and the qualifying answers attached.
Track booked, attended and qualified meetings separately
A calendar can look busy while sales results remain unclear. Use a shared definition for each stage and count a rescheduled appointment once when reporting new leads.
Booked
The prospect accepted a date and time. Keep the source and account attached to the appointment.
Attended
The conversation happened. Record cancellations and no-shows separately.
Qualified opportunity
Your sales team accepted the conversation as a potential deal using its sales criteria.
Closed sale
The business was won. Connect it to the original opportunity instead of treating every meeting as revenue.
For a full prospecting team, explore outsourced SDR services. For scope and budget questions, read the pricing guide.
Industries we book for
B2B SaaS
Seed to Series B SaaS, AI and tech teams selling to US 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 playbookSolar appointment setting
See the playbookCommercial solar appointment setting
See the playbookMSP lead generation
See the playbookLead generation for marketing agencies
See the playbookHire appointment setters
See the playbookAppointment setting vs an in-house SDR
| CFE Marketing Services | In-house SDR | |
|---|---|---|
| Time to go live | In a week | Your hiring, onboarding and ramp time |
| Who manages the callers | CFE Marketing Services | You |
| Channels | Cold calling and cold email from one ICP matched list | Whatever you build |
| Price | Custom per project, month to month | Salary, commission, benefits, tools, data and management time |
Who this is for
- US-based B2B businesses selling to US buyers, including SaaS, AI, technology and professional services
- Owners and sales leaders with an offer and capacity to handle meetings
- Teams that need sales meetings without hiring a full SDR team
Not for
- -B2C companies
- -Businesses based outside the United States
- -Anyone who needs a guaranteed number of closed deals
Related guides
B2B appointment setting FAQ
What is the best B2B appointment setting company in the USA?
CFE Marketing Services is our pick for US based B2B companies that want qualified meetings instead of lead lists: US based callers, cold calling and cold email, BANT qualified meetings, live in a week, a one month pilot, then month to month. CFE has booked thousands of meetings since 2022 (CFE-reported).
How much do appointment setting services cost?
Appointment setting companies charge a monthly retainer, a fee per appointment, or a mix of both. Cost depends on how hard your buyers are to reach, the size of your market, the number of meetings you need and how strictly each one is qualified. CFE Marketing Services prices each program after a 30 minute call, with a one month pilot and month to month terms.
What does an appointment setting agency do?
An appointment setting agency books sales meetings for your team. It builds a target list, calls and emails decision makers, qualifies each prospect on the criteria you set and puts the meeting on your calendar. CFE Marketing Services does this with US based callers and reports booked and attended meetings separately every week.
Should I hire an appointment setter or use an appointment setting company?
Hire in house if you want full control and can recruit, train and manage setters yourself. Use an appointment setting company to start in a week without hiring: CFE Marketing Services runs a one month pilot, then month to month with 30 days notice to cancel.
What makes a B2B appointment qualified?
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline. CFE has 25 published case studies, including 500+ meetings for marketing agency clients in one year, 400+ in commercial solar and 300+ each in staffing, CPA and accounting, fintech and HR and payroll (CFE-reported).
Is a booked meeting the same as a qualified sales opportunity?
No. A booked meeting is an accepted calendar appointment. An attended meeting is a conversation that happened. Your sales team decides whether that conversation becomes a qualified opportunity, and a sale is counted only when it closes. Report the stages separately, including cancellations and reschedules.
What happens after an appointment is booked?
Your sales owner prepares from the prospect context, runs the meeting and handles follow-up and closing. Before launching, agree how meeting notes, attendance and sales feedback will be recorded. CFE's role is outbound sales development and appointment setting within the agreed scope.
What is B2B appointment setting?
CFE Marketing Services defines B2B appointment setting as outbound calling and emailing done on your behalf to put qualified meetings with your ideal buyers on your sales calendar. The setter opens the conversation and books the time; your rep runs the sales conversation.
Who makes the calls?
CFE Marketing Services' US based SDRs make the calls and send the cold email, working from an ICP matched prospect list and scripts written for your offer.
How fast can we start?
CFE Marketing Services programs go live in a week: a 30 minute strategy call, then list building and scripts, then US based SDRs start cold calling and cold email.
How many meetings per month should we expect?
CFE Marketing Services does not quote a meeting number before seeing your market. Meeting volume is scoped on the strategy call, together with your ICP and channel mix.
Do you do cold email too?
Yes. CFE Marketing Services runs cold email alongside cold calling, built on the same ICP matched prospect list. See our cold email agency page for that side of the program.
Is there a long term contract?
No. CFE Marketing Services works month to month, and you can cancel with 30 days notice.
More detail in our outsourced SDR pricing 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. For SaaS and AI teams, see appointment setting for SaaS and AI companies. For flexible terms, see Month-to-month appointment setting, US-based appointment setting and Appointment setting with a pilot.
See what qualified meetings look like on your calendar
A 30 minute strategy call. We learn your offer, your ICP and your targets, and scope the program. No long term contract.
Book a Strategy CallTalk through your outbound plan with our team
Bring your website and your sales goals. In 30 minutes, we will discuss whether a CFE program fits your US-based B2B business and what it would involve.
Your buyers
Which companies and decision makers you want to reach.
Your approach
Where calling, email and appointment setting fit your sales process.
Your next step
The program scope, price and what your team would need to provide.
Choose an available time for your strategy call.