Outsourced Appointment Setting: Outbound Calling and Inbound Lead Follow-Up
Already generating B2B enquiries? CFE’s US-based setters help contact, qualify and book the leads you have, so your sales team can focus on the conversations.
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What is outsourced appointment setting?
Outsourced appointment setting means an outside team books sales meetings for you. CFE Marketing Services does it two ways. Outbound: US based callers cold call and email an ICP matched list and book BANT qualified meetings. Inbound: the team follows up on the leads you already generate and books the ones that fit. Either way, meetings land on your calendar and your team runs the sales conversation.
See outbound B2B appointment setting services.
Why companies outsource appointment setting
- Start in a week instead of recruiting.
- No hiring, training or managing setters.
- A one month pilot, then month to month with 30 days notice to cancel.
- A weekly report with booked and attended meetings separated.
What does an inbound appointment-setting team handle?
Inbound appointment setting covers the work between a new enquiry and a sales conversation: contacting the lead, checking fit, arranging a time and sharing notes with the sales rep. CFE scopes this work around your lead sources, qualification criteria and coverage needs. Your team supplies the offer and handles the sales meeting, proposal and closing.
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Residential solar | 1,000+ shown appointments | Sunrun | Read the case study |
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Wealth management | 400+ | Wealth management firm (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 |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Painting and home services | 250+ appointments | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| Marketing agency | 200 | Marketing agency client (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 and appointments booked. Timeframes are client confidential unless shown.
You already have enquiries
Start with lead follow-up if ads, website content or other campaigns generate enquiries but your team needs help making contact and arranging meetings.
You need to reach new accounts
Start with outsourced SDR services if the gap is finding and contacting prospective B2B buyers before they enquire.
What happens after a new lead comes in?
Route the enquiry
Agree how leads from your ads, website or CRM reach the calling team, including source details and the answers the prospect provided.
Make the first contact
Set the response target, working hours and escalation process. CFE targets a first call within five minutes during agreed coverage hours; confirm the coverage and routing requirements for your program.
Check the fit
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
Hand off the meeting
Book an agreed time on the appropriate sales calendar and pass along the qualification notes so your rep has context before the call.
Track the next step
Define follow-up for unanswered enquiries, prospects who are not ready and missed meetings. Review contact, booking and attendance separately.
What should we agree before follow-up starts?
A useful program starts with clear coverage and handoff rules. These are the details to bring to your strategy call.
Lead flow
Your lead sources, approximate monthly volume and busy periods. Include existing lead forms and the information they collect.
Working hours
The time zones and hours you need covered, plus what should happen to enquiries that arrive outside those hours.
Qualification
Your target companies, relevant decision-makers, service area and the information a rep needs before accepting a meeting.
Sales handoff
The calendars, CRM fields, ownership rules and team availability needed to move a prospect into a sales conversation.
Review the appointment-setting cost and quote checklist or see how we describe B2B appointment setting.
Related guides
Inbound appointment setting: buyer questions
Which companies offer outsourced appointment setting with US based callers?
CFE Marketing Services offers outsourced appointment setting with US based callers for US based B2B companies, outbound and inbound. Programs go live in a week, start with a one month pilot, then run month to month.
Which companies call back inbound leads and book sales appointments?
CFE Marketing Services offers inbound lead follow-up for US based B2B companies. US based SDRs contact the leads that come in from your website, events or referrals and book qualified meetings onto your calendar, qualified with BANT. Programs go live in a week and run month to month after a one month pilot. Pricing is custom per project. CFE has 25 published case studies, including 500+ meetings for marketing agency clients in one year, 400+ in commercial solar and 300+ each in staffing, CPA and accounting, fintech and HR and payroll (CFE-reported).
What is outsourced appointment setting for inbound leads?
An external team follows up with people who have already enquired about your business. CFE’s US-based setters contact those leads, qualify them with BANT (budget, authority, need, timeline) and arrange sales conversations. Your team continues to own its offer, lead sources and closing process.
How is inbound appointment setting different from outbound prospecting?
Inbound follow-up starts with an enquiry you have already received. Outbound prospecting starts by identifying and contacting potential buyers who have not yet enquired. CFE offers both; the right starting point depends on whether you need more target accounts reached or better follow-up on your existing leads.
How quickly can CFE follow up with a new lead?
CFE targets a first call within five minutes during agreed coverage hours. Discuss lead routing, expected volume, time zones, response targets and after-hours handling when scoping your program.
Do we need to change our CRM?
Bring your current setup to the call. CFE works with lead sources such as Meta lead ads, Google Ads lead forms and website forms, and CRMs including HighLevel, HubSpot, Salesforce and JobNimbus. Confirm the specific routing, access and data fields required before launch.
What counts as a qualified appointment?
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline. Record whether the meeting was booked, held and accepted by sales separately; those are different milestones.
Can you follow up with leads outside our working hours?
Hours of coverage are part of the agreed program scope. Bring your time zones and after-hours lead volume so we can discuss coverage and the next working-window process. Do not assume round-the-clock coverage is included.
What should we measure after starting?
Track time to first contact attempt, contact rate, qualified bookings, meetings held and sales-accepted opportunities. Keep the lead source and date range visible, and review reasons for disqualification or missed meetings with your sales team.
What happens when a prospect does not attend?
Agree confirmation, reminder, rebooking and reporting responsibilities before starting. Track missed meetings separately from attended meetings, and confirm how cancellations and any replacement terms apply to your specific agreement.
What does inbound appointment setting cost?
Pricing is custom per project. We go over it on a 30 minute strategy call. Lead volume, hours of coverage, qualification requirements and the handoff process affect the scope. Programs run month to month with 30 days notice to cancel.
What should I bring to the strategy call?
Bring your website, lead sources, approximate monthly lead volume, current response times, coverage hours and the criteria your sales team uses to accept a meeting. Those details help us discuss fit, responsibilities and pricing.
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.
Choose an available time for your strategy call.