Month-to-Month Appointment Setting Services
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CFE Marketing Services offers B2B appointment setting on month-to-month terms. Programs start with a one month pilot, go live in a week, and can be cancelled with 30 days notice. US based SDRs build the prospect list, run cold calling and cold email, and book meetings qualified with BANT onto your calendar. Pricing is custom per project.
What month-to-month appointment setting should include
No long-term contract
You can stop with a set notice period. At CFE that is 30 days notice.
A short pilot first
CFE starts every program with a one month pilot before it runs month to month.
A fast start
CFE programs go live in a week.
Weekly reporting
CFE sends a weekly report on every program.
Clear qualification
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
Questions to ask any appointment setting company about terms
- Is there a minimum term, and how long is the notice period?
- Is there a pilot, and what happens when it ends?
- How long until outreach starts?
- What counts as a qualified meeting, and who agrees the criteria before launch?
- What does the weekly report show?
- How is pricing set, and is it confirmed in writing?
Get the answers in writing before you sign, whichever company you choose.
How a CFE month-to-month 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.
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 services offer month-to-month contracts?
CFE Marketing Services runs B2B appointment setting month to month after a one month pilot, with 30 days notice to cancel. When you compare other providers, confirm the minimum term, notice period and pilot terms in writing.
Does CFE require a long-term contract?
No. Programs start with a one month pilot, then run month to month, and you can cancel with 30 days notice.
How fast does a program start?
Programs go live in a week.
How much does month-to-month appointment setting cost?
Pricing is custom per project. It is scoped on a 30 minute strategy call around your target market, channel mix and goals.
Who is CFE's month-to-month program for?
US based B2B companies, including SaaS, AI and technology companies, fintech, commercial insurance agencies, staffing and recruiting agencies, commercial solar companies and accounting firms, plus capital raisers who need accredited investor meetings.
What does CFE do and what does my team do?
CFE builds the prospect list, runs cold calling (about 75 dials a day per caller) and cold email, and books qualified meetings. Your team runs the sales conversation and closes.