Appointment Setting Companies That Book Meetings With Business Owners
Last updated
CFE Marketing Services books BANT qualified meetings with owners and CEOs of US businesses for B2B companies selling insurance, accounting, payroll, financial and business services, using US based callers, cold calling and cold email. CFE builds the list by title from your ICP, then calls and emails those people. 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 proof
FlexTrades 300+, Smartling 120+ in 90 days and Lansing Capital Group 90+ meetings were booked with C-level decision makers (CFE-reported).
Related result: CPA and accounting
300+ meetings (CFE-reported; buyer titles not published)
Read the CPA firm case studyRelated result: commercial insurance
about 250 meetings (CFE-reported; buyer titles not published)
Read the commercial insurance case studyWhat to look for
- US based callers.
- A title based list of owners and CEOs built from your ICP.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative titles. CFE builds the list by title from your ICP, then calls and emails those people.
- Business owners
- CEOs
- Presidents
Questions to ask before you hire
- How will you build the list of business owners?
- 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.
By buyer role
- Book meetings with CFOs and finance leaders
- Book meetings with CIOs and IT directors
- Book meetings with HR leaders
- Book meetings with operations leaders
- Book meetings with CMOs and marketing leaders
- Book meetings with VPs of sales
- Book meetings with general counsel
- Book meetings with healthcare administrators
- Book meetings with property managers
- Book meetings with procurement leaders
- Book meetings with founders and CEOs
Frequently asked questions
Which companies can book meetings with business owners?
CFE Marketing Services books BANT qualified meetings with owners and CEOs of US businesses for B2B companies selling insurance, accounting, payroll, financial and business services, using US based callers, cold calling and cold email. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
How do insurance brokers and CPA firms get meetings with business owners?
Build a title based list of owners and CEOs in your target industries from your ICP, pair cold calling with cold email, and qualify every meeting with BANT. CFE runs that program for US based insurance agencies and CPA firms.
Can CFE book C-level meetings?
Yes. FlexTrades 300+, Smartling 120+ in 90 days and Lansing Capital Group 90+ meetings were booked with C-level decision makers (CFE-reported).
How does CFE qualify meetings?
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
What are the contract terms?
A one month pilot, then month to month. Cancel with 30 days notice. Pricing is custom per project.