Appointment Setting Companies

When you search appointment setting companies, you get over 63 million results! That number stops many companies right in their tracks.

When choosing an appointment setting company, careful consideration should be taken into account. Factors like allocated resources, team support, industry experience, and outbound strategy are just a few. 

What is B2B Appointment Setting?

For the better half of the last decade, we’ve become masters at B2B lead generation using our B2B appointment setting service. We use a collection of cold calling, email, and strategic intent mapping to create more qualified meetings for your organization. We make a concerted effort to collect as much data and run A/B tests to ensure we are generating the right leads for your team. By working with OutboundView, you’ll spend less time entertaining meetings with prospects that aren’t a match and more time closing deals and creating partnerships with companies who are the perfect match. 

Our services ensure that your team will no longer have to chase down potential clients. We combine our lead generation services with a state of the art, HR-specific database that connects you with over 400,000 HR leaders in North America. We believe that connecting with decision-makers is important. You can rest assured that once we transition the qualified lead to your team, you’ll have a prospective client ready to buy.


Appointment Setters

Business in general is constantly evolving. From technology to market demand, we have a thumb on the latest and greatest methods of connecting the right people with your team. Through the better half of the last decade, we’ve developed a seamless system of sales and marketing automation that helps us deliver quality prospective clients to your team. 

Our tech and use of the TalentView database drive the decisions we make on a daily basis. We have the most up-to-date contact data through the TalentView database, which allows us to connect with prospective clients that are accurate and current with their job title/company. With this data, we can work together to segment into different markets, connect with specific job titles, and ultimately set more qualified meetings.

Who Are Appointment Setting Companies?

Setting appointments with qualified companies can be time consuming and require many resources. Fortunately, our experience in setting appointments for companies who sell into HR has given us valuable feedback on how to connect with the best prospects possible and in a timely manner. 

We constantly test and dial-in our lead generation strategy. Our team makes it very simple– we set appointments for your sales team, your sales team runs and closes the meetings. You set the parameters, we perform our outreach methods based on those parameters. This way, you aren’t constantly setting meetings that end up wasting time.

Appointment Setting Company 

Our goal is to make conversations on the phone or through email seem as though we are a part of your everyday staff. We use email accounts with your organization’s name, introduce ourselves as a part of your team, and represent your company as if we’re a founding member. You’ve spent years developing your good name– we plan to uphold that name. 

During our onboarding process, our team is carefully trained using your materials. We monitor and report on their activities for quality assurance, simply so you can have peace of mind that we’re accurately representing your brand and company in a way that you see fit.

Appointment Setting Companies Solution

Fortunately, we have 10+ yrs of experience in the appointment setting space and have narrowed down the top options for you. 

You don’t have to just take our word for it, we’ve also linked case studies for each of the appointment setting companies as well! 

Below are some of the best appointment setting companies in North America. 


Location: Nashville, TN
Company Overview: OutboundView is focused on everything inside sales related, from outsourced appointment setting to setting up internal inside sales teams for B2B clients.

OutboundView is a high-service boutique player in the B2B Appointment Setting space with clients across many different industries.

Case Studies:


Location: Coral Springs, Florida
Company Overview: SalesRoads offers the opportunity to reach the seemingly unreachable decision makers at larger organizations. Based out of Coral Springs, FL, they develop a strategy based on their clients’ goals and use data gained during the execution of said strategy to tweak and refine their efforts.

SalesRoads offerings B2B appointment setting, lead generation, and full outsourced sales organizations.

Case Studies:

By Appointment only

Location: Chelmsford, MA
Company Overview:
By Appointment Only is one of the most recognizable names in the appointment setting space. They offer many different appointment setting services and have four locations throughout the US. BAO offers services such as appointment setting, account-based marketing, lead qualification, contact databases, and account mapping.

Case Studies:


Location: Austin, TX
Company Overview: Based out of Austin, TX, EBQ offers appointment setting and lead generation services. Their team syncs their messaging with your brand’s and finds prospects so that your sales staff doesn’t have to.

In addition to appointment setting, EBQ provides full service sales and marketing outsourcing. You can outsource your entire sales, marketing, or customer service department to EBQ.

Case Studies:

Strategic Sales & Marketing

Location: Hartford, CT
Company Overview: Established in 1989, Hartford, CT’s Strategic Sales and Marketing offers decades of experience in the B2B appointment setting arena. Along with those decades comes the ability to successfully help companies of various sizes and goals, and with a large variety of products.

Strategic Sales & Marketing has a lot of different services on their website including appointment setting, lead gen, email marketing, coaching, and social media management.

Case Studies:

VSA, Inc.

Location: Haddon Township, NJ
Company Overview: Based out of Haddon Township, NJ, VSA offers B2B appointment setting services that integrate into your existing sales team. They become familiar with your product/services and act as though they were part of your organization, whether they’re making calls, receiving calls, or sending emails.

Case Studies:


Location: San Francisco, CA
Company Overview: Based out of San Francisco, Vsynergize offers a large and constantly growing database of prospects and has experience with everything from small businesses to international organizations. Each of the appointments they set goes through rigorous quality control to ensure success.

Appointment setting is a small piece of what they do, they call out data purchasing, demand generation, lead nurturing, and event marketing.

Case Studies:


Location: Redwood, CA
Company Overview: Salesify’s appointment setting services allow you to outsource lead generation, allowing your sales team to focus on closing rather than prospecting. Based out of Redwood City, CA, they offer customized solutions to best fit each particular business’ needs.

Salesify is not just an appointment setting company they also have data products and help set qualified marketing leads.

Case Studies:

Ecoast Marketing

Location: Rochester, NH
Company Overview: Rochester, NH’s eCoast Marketing boasts over 18 years of experience creating opportunities and setting appointments. They help identify and then engage top decision-makers in targeted organizations, leading to an increased sales pipeline.

eCoast calls out three specific solutions – sales, marketing, and channel development.

Case Studies:


Location: Solana Beach, CA
Company Overview: Thanks to their 175+ customer reviews, CIENCE is rated as the #1 B2B Outbound Marketing Firm in the world. Leading with an ABM approach, they hand-curate named accounts and contact lists based on ideal customer profiles. They then design, execute, and optimize omnichannel GTM campaigns.

For lead generation solutions, CIENCE calls out Research, Outbound SDRs, Inbound SDRs, and value-added CRM Migration.

Case Studies:

SalesPro Leads

Location: Reno, NV
Company Overview: Sales Pro Leads, based out of Reno, NV, offers custom lead generation initiatives based on their clients’ individual needs. They first consult with each client to fully understand their product, business, and goals.

SalesPro Leads calls out Custom B2B Lead Generation as their core service but they do detail out key industries such as IT, Software, Telecom, Healthcare, Marketing & Advertising, and Professional Sales.

Case Studies:

Extended Presence

Location: Denver, CO
Company Overview: Located in Denver, CO, Extended Presence helps find and set appointments with highly qualified leads. They also make the hand-off process to your sales team as smooth as possible, giving them the information needed to make each appointment a success.

On their services page they call out a number of different offerings including demand generation, customer profiling, webinar and event promotion, and integrated marketing services.

Case Studies:

B2B Only Appointment Setters

Location: Phoenix, AZ
Company Overview: Phoenix, AZ’s B2B Only Appointment Setters is entirely U.S. based, with offices all over the country in each time zone. They work to ensure your brand’s identity and messaging is maintained during the entire appointment setting process.

They don’t call out any other services except B2B appointment setting.

Case Studies: Unknown

Pereus Marketing

Location: King of Prussia, PA
Company Overview: Pereus Marketing, located in King of Prussia, PA, features a team of US-based lead generators with years of appointment-setting experience. They produce custom scripts based off of their clients’ business and its message.
On their services page they reference many different offerings including cold calling, lead gen, inbound call centers, event staffing, and consulting.

Case Studies:


Location: Alexandria, VA
Company Overview: Alexandria, VA’s Leadium produces appointments based on data analysis, multi-channel outreach, and the latest sales technology. They focus on data-driven results rather than scattershot cold-calling.

Leadium has three core offerings – lead generation, database enrichment, and appointment setting. On their website they reference data cleansing and contact data much more than most appointment setting companies (which is great).

Case Studies:


Location: Temecula, CA
Company Overview: Smashdeck based out of Temecula, CA, helps research ideal customer profiles, prospects and builds lists, and takes a multi-channel approach to appointment setting. They then hone their campaigns based on what is working and what isn’t, optimizing results.

There focus is VC-Backed SaaS solutions and niche solutions in industries like Healthcare.

Case Studies:

Lead Generators International

Location: Vancouver, Canada
Company Overview: Based out of Vancouver, Canada (as well as the US), Lead Generators International boasts over 25 years of experience in setting appointments. They can help you learn the names of the executives you wish to target based off of job titles, helping you target the right person.

Lead Generators has a number of services above and beyond appointment setting such as event promotion, database cleansing, and telephone surveys. They reference some very large tech companies as customers like HP, Microsoft, IBM, and Oracle.

Case Studies:

Appointment Setting FAQ

What is Appointment Setting? 

Appointment setting is the most crucial part of the lead generation process. During the appointment setting stage, the prospect has been through the lead generation funnel, has been qualified through our list building process, and has expressed at least some sort of interest to speak with a sales representative. Here are a few parameters we look for: 

  • Do they fit your ideal customer profile? 
  • How likely are they to purchase your product? (through TalentView’s intent data) 
  • Are they a decision-maker in the organization? 

There may be additional criteria we use based on your unique needs, but those are a few of the main data points we consider. 

Our representative then executes the outreach to the desired prospect and we set appointments on your sales rep’s calendar. The prospect receives an invitation to meet with your sales rep and the meeting is put in place!

What is the Difference Between An Appointment Setter and a Sales Rep? 

The only job of an appointment setter is to call on and prospect qualified leads. They are responsible for setting appointments for sales reps within your organization. You can expect appointment setters to provide detailed information on the prospect and the expectations of the meeting set by the appointment setter. 

Appointment setters aren’t the “closer” of deals. They are simply put in place to help sales reps save time and resources by calling on and setting appointments for the sales rep.

It should be noted, however, that just because appointment setters aren’t closing deals, doesn’t mean they don’t have knowledge of the product or service being sold. Because they’ve been trained on the core features and benefits of the product or service, they’ll be able to provide basic understanding to the prospect. The sales representative will be able to demonstrate the product or service, creating a cohesive relationship between appointment setter and sales rep.

How Much is Appointment Setting? 

Appointment setting services will vary depending on a number of different factors. For instance, some organizations may need two appointment setters in order to hit their performance goals. Types of leads and appointments needed for an organization can impact cost as well. 

In most cases, a consultation is needed where the appointment setting company and prospective organization meet to set expectations and preferred outcomes. Based simply off of data we’ve collected, there should be a clear path to what is needed in order to achieve said outcomes. 

Most appointment setting companies will have one of two– or both– pricing models: 

  • Pay per appointment 
  • Monthly, multi-monthly, or annual retainer

Be sure to pick the pricing model that works best for you and your organization. 

Does Outsourced Appointment Setting Really Work? 

Of course nothing is a “sure thing” in business, but we’ve found that through cohesive planning and execution, outsourced appointment setting can make a dramatic difference in your business. Appointment setting companies generally have a thumb on industry norms, market understanding, and systems in place to achieve results. 

One of the main reasons organizations outsource their appointment setting is because it allows their sales reps to do high-ROI activities. This is an effective way to manage time and resources, as well as consistently connect with qualified prospects.

Appointment Setting Companies Wrap Up

When considering your appointment setting company, remember to create specific parameters to fit your company’s needs.
No single appointment setting company will be the same. Many companies will have different industry focus or outbound strategies. It’s important to partner with a company who’s most effective way of conducting business is cohesive with your company. 


Let's Talk Revenue Growth

Location: Portland, OR
Company Overview: Based out of Portland, OR (as well as the US), RevenueZen is your on-demand growth team. One very unique thing about RevenueZen is they don’t only focus in outbound marketing, they have inbound marketing and social selling capabilities.

Much of their work is with SaaS startups and they are definitely a breathe of fresh air in the appointment setting space. 

Case Studies: