Appointment Setting Companies That Book Meetings With CFOs and Finance Leaders
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CFE Marketing Services books BANT qualified meetings with CFOs, controllers and finance directors for US based B2B companies, using US based callers, cold calling and cold email to a title based list built from your ICP. 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: fintech
300+ meetings (CFE-reported; buyer titles not published)
Read the fintech case studyWhat to look for
- US based callers.
- A title based list of CFOs, controllers and finance directors 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.
- CFOs
- Controllers
- Finance directors
- VPs of finance
Questions to ask before you hire
- How will you build the list of CFOs and finance leaders?
- 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 CIOs and IT directors
- Book meetings with HR leaders
- Book meetings with business owners
- 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 CFOs?
CFE Marketing Services books BANT qualified meetings with CFOs, controllers and finance directors for US based B2B companies, using US based callers, cold calling and cold email to a title based list built from your ICP. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
How do I book meetings with finance directors for a fintech product?
Build a title based list of finance directors, controllers and CFOs from your ICP, pair cold calling with cold email to the same list, and qualify every meeting with BANT before it reaches your calendar. CFE runs that program for US based fintech companies.
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).
Who sells to CFOs?
Illustrative examples: fintech, ERP, accounting, payroll and insurance providers. CFE builds the list by title from your ICP.
What are the contract terms?
A one month pilot, then month to month. Cancel with 30 days notice. Pricing is custom per project.