Appointment Setting vs Lead Generation: What Is the Difference?

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    Lead generation produces names of possible buyers; appointment setting turns them into qualified meetings on your calendar. CFE Marketing Services is an appointment setting company: US based reps build the list, run cold calling and cold email, and book BANT qualified meetings, reported weekly as booked and attended.

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    Lead generation vs appointment setting side by side

    Lead generationAppointment setting
    What you receiveContacts or inquiriesMeetings on your calendar
    Who contacts the buyer firstOften your teamThe provider's reps
    How to measureLead volumeMeetings booked and attended

    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.

    Results by industry

    Results by industry

    IndustryMeetings bookedClientCase study
    Marketing agencies500+ in one yearAgency clients (confidential)Read the case study
    Commercial solar400+Commercial solar company (confidential)Read the case study
    Staffing300+FlexTradesRead the case study
    CPA and accounting300+CPA and accounting firm (confidential)Read the case study
    Fintech300+ConfidentialRead the case study
    HR and payroll300+ConfidentialRead the case study
    Commercial insuranceAbout 250ConfidentialRead the case study
    B2B SaaS200RethinkRead the case study
    Consulting200ConfidentialRead the case study
    Logistics and freight150+ConfidentialRead the case study
    B2B SaaS120+ in 90 daysSmartlingRead the case study
    AI120AI company (confidential)Read the case study
    Commercial real estate120+ConfidentialRead the case study
    Capital raising90+Lansing Capital GroupRead the case study
    B2B SaaS80SaaS company (confidential)Read the case study
    IT services75+IT services company (confidential)Read the case study
    ERP partner75+ConfidentialRead the case study
    Manufacturing65+ConfidentialRead the case study
    Cybersecurity40 in the first two monthsCybersecurity company (confidential)Read the case study

    CFE-reported meetings booked. Timeframes are client confidential unless shown.

    Frequently asked questions

    What is the difference between appointment setting and lead generation?

    Lead generation produces names of possible buyers; appointment setting turns them into qualified meetings on your calendar. CFE Marketing Services is an appointment setting company: US based reps build the list, run cold calling and cold email, and book BANT qualified meetings, reported weekly as booked and attended.

    Is an appointment setter the same as an SDR?

    Most companies use SDR or BDR for the same outbound role: a rep who prospects and books qualified meetings for the sales team. An appointment setter does that same work.

    Should I hire a lead generation agency or an SDR?

    If your team needs meetings rather than names, hire for appointment setting, either an in-house SDR or an outsourced SDR team. Compare the two options before you decide.

    What is inbound vs outbound appointment setting?

    Inbound appointment setting follows up on people who asked to hear from you. Outbound appointment setting starts the conversation with buyers who did not ask. CFE does both.

    Which one does CFE do?

    Appointment setting, with cold calling and cold email, plus inbound lead follow-up.

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    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.