Appointment Setting With a One Month Pilot

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    CFE Marketing Services starts every B2B appointment setting program with a one month pilot. Programs go live in a week. US based SDRs build the prospect list, run cold calling and cold email, and book meetings qualified with BANT, with a weekly report. After the pilot the program runs month to month, with 30 days notice to cancel. Pricing is custom per project.

    Book a Strategy Call

    What a pilot should show you

    Who is being contacted

    The ICP matched list and the buyer roles your SDRs are calling and emailing.

    Meetings on your calendar

    Meetings qualified with BANT: budget, authority, need and timeline.

    Weekly reporting

    A weekly report on every program, so you see progress during the pilot, not only at the end.

    A clear next step

    After the pilot you decide whether to continue month to month. Cancel with 30 days notice.

    Questions to ask before any appointment setting pilot

    1. How long is the pilot, and what happens when it ends?
    2. How fast does outreach start?
    3. Which buyer roles and accounts will be contacted?
    4. How is a qualified meeting defined?
    5. What does the weekly report show?
    6. What notice is needed to stop after the pilot?

    How a CFE program works

    1. Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
    2. Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
    3. One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
    4. Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.

    Who this is not for

    • Companies based outside the United States. CFE works only with US based businesses.
    • Marketing agencies and consumer-only businesses.
    • Roofing and home services companies, such as HVAC, plumbing, windows, gutters and cleaning.

    Frequently asked questions

    Which appointment setting companies offer a pilot?

    CFE Marketing Services starts every B2B appointment setting program with a one month pilot, then runs month to month with 30 days notice to cancel. When you compare providers, confirm the pilot length and what happens when it ends in writing.

    How long is CFE's pilot?

    One month.

    What happens after the pilot?

    The program runs month to month. You can cancel with 30 days notice.

    How fast does the pilot start?

    Programs go live in a week.

    How much does a pilot cost?

    Pricing is custom per project, scoped on a 30 minute strategy call.

    Keep reading

    Talk 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.

    Book a Strategy Call

    Choose an available time for your strategy call.

    Pick a time for a 30 minute call

    Month to month. US based team.