B2B PROSPECTING AND APPOINTMENT SETTING

    Lead Generation and Appointment Setting for B2B Marketplaces

    Build the side of your marketplace that needs focused business outreach. CFE helps US-based B2B marketplaces scope prospecting and appointment setting for relevant suppliers, buyers or commercial partners.

    Book a Strategy Call

    30 minutes with Jason · Discuss fit, scope and pricing

    US-based callers
    Month-to-month scope
    Agreed meeting criteria

    Buyer groups to consider for b2b marketplaces

    These examples are a starting point for scoping your campaign. Your offer, delivery requirements and target market determine the final account list.

    Supplier or vendor acquisition

    Owner, commercial leader or partnerships manager. Discuss: category fit, delivery footprint and interest in the participation model.

    Business buyer acquisition

    Procurement, purchasing or functional buyer. Discuss: relevant purchasing category and suitability for a marketplace discussion.

    Commercial partnerships

    Partnerships or business development leader. Discuss: a defined partner use case and the responsible organization.

    From target accounts to a useful sales conversation

    1

    Agree the audience

    Define company criteria, buyer roles, delivery fit and accounts to exclude before list building.

    2

    Approve the campaign

    Confirm the offer, message, calling and email scope, meeting criteria and receiving calendar.

    3

    Qualify and hand over

    Record the meeting purpose, relevant account context and what still needs to be established.

    4

    Review meeting quality

    Compare booked meetings, held conversations and opportunities accepted by your sales team.

    A clear division of sales responsibilities

    CFE manages the agreed outreach

    We define targeting with you, prepare approved messaging, handle the agreed prospecting channels and pass relevant meeting context to your sales owner.

    Your team owns the sales conversation

    You run discovery or demos, confirm technical and commercial fit, provide proposals and close business. Feedback from those conversations helps refine targeting.

    Give each side of the marketplace a separate campaign goal

    Supplier recruitment and buyer acquisition are different sales motions. A supplier may need to understand listing requirements and the commercial model; a buyer may need to evaluate category coverage, purchasing processes and account support.

    Choose one audience and one next step for each campaign. Separate an introductory meeting from an approved supplier, activated buyer or completed transaction. Your marketplace team owns admission decisions, onboarding, agreements and any transaction process.

    What should a qualified meeting include?

    • The company belongs to the specific marketplace audience being targeted.
    • Category, geography and commercial role fit the agreed profile.
    • The contact understands the purpose of a participation or buyer discussion.
    • The handoff identifies who owns onboarding and what remains to be evaluated.
    Illustrative account and meeting criteria to agree before outreach
    Your offerRelevant business buyerConversation to qualify
    Supplier or vendor acquisitionOwner, commercial leader or partnerships managerCategory fit, delivery footprint and interest in the participation model
    Business buyer acquisitionProcurement, purchasing or functional buyerRelevant purchasing category and suitability for a marketplace discussion
    Commercial partnershipsPartnerships or business development leaderA defined partner use case and the responsible organization

    Make your strategy call useful

    Bring your marketplace model, the side you want to develop, participation requirements and the next step your team can offer after an introduction.

    We will discuss reachable buyers, outreach scope, sales capacity and pricing. You can also review how programs are scoped before choosing a time.

    Talk through your outbound plan with Jason

    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 on Jason’s calendar.

    Frequently asked questions

    Can you recruit suppliers and buyers at the same time?

    Both can be considered, but use separate targeting, messaging and reporting. A supplier meeting should not be counted as a buyer opportunity, and each group needs its own definition of qualification.

    Does a booked meeting mean a marketplace participant is approved?

    No. A meeting is a conversation with an account that meets the agreed initial criteria. Your team completes eligibility checks, onboarding, agreements and any commercial evaluation.

    What should marketplace campaigns measure?

    Track conversations, booked and held meetings and handoffs accepted by your team. If your team provides downstream data, separately measure approved participants, activation and transactions so prospecting results are not confused with marketplace revenue.

    How is the appointment-setting program priced?

    Pricing is scoped on a 30-minute strategy call around the audience, channels, research requirements and program responsibilities. CFE programs are month to month with 30 days notice to cancel. Confirm deliverables, reporting and any replacement terms in the written scope.

    When can outreach begin and how many meetings will it produce?

    Launch timing depends on account research, approved messaging, outreach setup and available sales calendars. Agree the launch plan and meeting target after reviewing the reachable market. Report meetings booked and held separately; a target is not a guarantee of meetings, revenue or closed customers.

    Discuss an outbound plan for your b2b marketplaces business

    Choose a 30-minute strategy call with Jason to review fit, target buyers, scope and pricing. Bring your website and sales goals.

    Book a Strategy Call