Appointment Setting Companies for PEOs and Payroll Companies
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CFE Marketing Services books qualified meetings for US based PEOs, payroll and HR companies with business owners, CFOs and HR leaders, using US based SDRs, cold calling and cold email. Meetings are qualified with BANT. Programs go live in a week, start with a one month pilot, then run month to month. Pricing is custom per project.
Client result
300+ meetings booked in HR and payroll (CFE-reported; client names and timeframe confidential).
Read the HR and payroll case studyWhat to look for
- US based callers.
- Meetings with the business owner, CFO or HR leader your ICP defines.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative targeting examples, not client results.
- Business owners
- CFOs
- HR leaders
Questions to ask before you hire
- Who exactly will you call for a PEO or payroll company?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Results by industry
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (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 |
| Commercial insurance | About 250 | 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 booked. Timeframes are client confidential unless shown.
Frequently asked questions
What is the best appointment setting company for a PEO?
CFE Marketing Services books qualified meetings for US based PEOs, payroll and HR companies with business owners, CFOs and HR leaders, using US based SDRs. Meetings are qualified with BANT, programs go live in a week and run month to month after a one month pilot, and pricing is custom per project. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking. 300+ meetings booked in HR and payroll (CFE-reported; client names and timeframe confidential).
Who does CFE call for a PEO?
Decision makers that match your ICP, such as business owners, CFOs and HR leaders, agreed with your team before outreach. These are illustrative targeting examples, not client results.
What does the weekly report show?
Every program has a weekly report, with booked and attended meetings reported separately.
How does CFE qualify meetings?
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
What are the terms?
A one month pilot, then month to month. Cancel with 30 days notice. Pricing is custom per project.