Boost your sales with appointment setting
We regularly create and manage high-quality appointment setting services with dedicated agents who produce a steady stream of qualified, attended appointments, at a low average cost per appointment for our clients. Our agents have specific strategies and tactics to increase results and reduce the number of people lost at every stage.
What do you need to improve your results with appointment setting?
The key to great appointment setting is to both generate a stream of
qualified leads AND make sure you turn them into attended appointments for your
You may need to set appointments with new customers, prospects who didn’t
convert, existing current customers, former customers, former prospects – or a
And whether you have a B2B or B2C business, appointment setting ensures your
customer is the right fit for your business.
With B2C, you have appointments to see if solar power is right for a house, or what kind of health or fitness regimen makes sense for your customer. Or, on the B2B side, you have appointments to learn more about a SAAS offering, how to improve your manufacturing lines, marketing services, and so on. For any type of business, outsourcing your appointment setting service is a great way to easily and quickly fill your salesperson’s calendar with leads. The right service will smoothly guide you through the 6 critical stages of appointment setting. Get these right and you will maximize your appointment setting results and ROI. But get them wrong and appointment setting will not work effectively.
What’s an appointment setting service?
An appointment setting service is designed to grow your business by filling
up your calendar with qualified, attended appointments that your sales team can
This is primarily done on outbound phone calls.
It can be also be supplemented with other channels like email and LinkedIn.
Basically, appointment setting is a funnel.
There are 6 critical stages along the funnel that can cause you to lose your appointments. To get the most out of your lead lists, you need to reduce the number of customers lost at each stage to the bare minimum.
And choosing an outsourced appointment setting service is a powerful way to make this happen.
Here’s how each stage work.
Getting your list ready. You have your leads that you want to call and set appointments for. Some of them will not be callable. The lead list must be cleaned. There are going to be bad numbers that must be fixed or removed. Everything must be checked against the Do Not Call List and Telecommunication Privacy Act (TCPA) compliance rules. This often knocks out at least a few leads, and depending on the list, might knock out a lot. At the end of this process, a clean list emerges.
Dialing and reaching your leads. You have to be strategic about fully maximizing the list by dialing it repeatedly at different times of day, with different numbers, in different ways, to reach everyone who’s reachable on the list. Also, you need to be savvy about spam blockers, STIR/SHAKEN, caller ID reputation score management, and much more.
Getting past the gatekeepers. A gatekeeper is anyone who answers the phone. It could be the mother ... the daughter ... the secretary ... the operator ... anyone who answers the phone who is not the person that you're trying to reach. It's critical to get past these gatekeepers effectively. Some campaigns don't have gatekeepers, and if that's so, wonderful. But in our experience, gatekeepers of one kind or another often factor into the equation, at least on some of the calls.
Convince decision makers to book appointments. Once you’re on the phone with the right person, it's time to sell him or her the appointment. However, most don't just instantly agree. That's because they have an objection. They may not think you're right for them, don't trust you, or have other objections. So, having the skill, knowledge, strategies, and tools to overcome those objections is the key to securing appointments.
From product inquiries, social media, funnels, webinars, video sales presentations, your website, TV, radio, print ads, and more.
Making sure your appointments are attended. No matter how many people agree to an appointment, the fact is that many will not show up. Making sure they attend in the first place, rebooking them when they miss, and making sure that they attend the rescheduled session, is critical. This is the sixth critical stage that's often missed.
The key to navigating these 6 stages is having great people, great processes,
great scripting, great strategies, great technology, and great reporting.
Moreover, the entire process must be continually managed and refined. And, as
new leads are put in, the funnel has to be continually improved. By outsourcing
your appointment setting, you can have a dedicated team capable of managing all
In addition, an outsourced team can help you tackle the 3 main reasons why people don't set and attend appointments.
These reasons are as follows:
- Nobody asked them
- Appointment setting call did not persuade them to book
- They didn't attend the appointment
Within each of these reasons lies a powerful opportunity to supercharge your ROI. And that opportunity can only be exploited with an appointment setting service. Here’s why…
- “Nobody asked them”
Dialing the list and reaching customers takes time, effort, strategy and skill. People don't answer their phone all the time. They're busy, phone numbers are wrong, gatekeepers are everywhere, people screen their calls, and so on. So, it takes a systematic effort to get through a lead list and connect with each person.
- “The appointment setting call did not persuade them to book”
Some customers you reach could say "yes" to an appointment. But the majority require convincing. And multiple approaches may be needed to secure the appointment. The key is having the right mix of professionalism, tonality, and approach. So having experienced appointments setters is critical to securing appointments.
- “They didn't attend the appointment”
This is a biggie. This takes strategy, reporting, tech, skilled agent time, and overall wherewithal. You need to reduce the number of people missed on the front end and recover those missed on the back end.
What makes Loop the right choice for appointment setting?
With over 10 years of experience, we regularly create and manage high-quality
appointment setting services with dedicated agents who produce a steady stream
of qualified, attended appointments, at a low average cost per appointment for
The reason we generate more attended qualified appointments is because of our scientific approach to the 6-stage funnel.
In our appointment setting programs, we analyze every single stage, and have specific strategies and tactics to increase results and reduce the number of people lost at every stage along the journey.
We also report on the funnel using our exclusive 8-point evaluation process.
This starts with asking the following questions:
1) How many gross leads did we get?
2) Of the gross leads, how many were lost to DNC & TCPA compliance checks, list cleaning, and wrong numbers ... and were we able to fix and recover any?
3) Can we adjust the compliance parameters to make more leads safely callable?
4) Of the leads we can call, what percentage were actual humans? We have strategies, methods, and tech, to reach more humans. This includes cutting edge technology for the US's relatively new STIR/SHAKEN phone protocol, which basically means more of our calls get answered than a normal phone system.
5) Of the humans we reach, what percentage of them were the right person?
6) When we talked to a gatekeeper -- the mom, daughter, secretary, or operator -- how good were we at getting past them? We have ways to get around gatekeepers.
7) Once we reach decision makers -- the right person you want an appointment with -- how many of them agreed to an appointment? We have ways to turn more conversations into appointments.
8) (OPTIONAL question for clients who want the best fit for their product or service) -- how many decision makers did we qualify? And did we qualify them properly so as not to needlessly lose someone during qualification?
9) And finally, of the appointments we book, how many of them show up? We have ways to boost the percentage of appointments attended in the first place, as well, of course, to recover appointments that were missed.
This scientific approach to the funnel enables us to achieve strong results for our clients. We outperform competitors by painstakingly analyzing and optimizing each stage of the funnel. This puts more attended appointments in your pocket and slashes the cost per qualified attended appointment to you.
What makes Loop the choice for customer acquisition?
All businesses have pain points that can lead to lost opportunities when it comes to acquiring new customers. We solve them and increase acquisition rates through high-performance, dedicated sales teams armed with the right strategies, tactics, scripts, training and tech.
Sales teams we build can:
- Convert inbound and outbound calls to sales at the highest level;
- Close the original sale and additionally cross sell and upsell on inbound and outbound calls;
- Generate more money than they cost;
- Agents do outbound sales when they’re not busy with inbound sales calls or vice versa.
Build success in any industry
Cosmetics and personal care delivery
Software & Saas
Internet service providers
Internet virus protection
Plumbing and handyman services
Foreign language learning
Nutritional supplement delivery
What our clients have to say
Loop understands the subscription marketplace which already puts them ahead of the crowd. With Loop, you don't just give them a list and be done with it. Jesse brings ideas and opportunities to you - sometimes ideas that don't benefit him a bit. That's a true partner.”
Eagle Financial Publications
“Loop soon proved to be an income generator for our subscription based webmaster tools related business. We were all pretty much overwhelmed by the month to month growth and the revenue per client that was generated in a very short period of time.
Co-founder and CEO, Azooki Founder, Leadya Services, Inc. Director of
“He has been instrumental in transforming contact centers into profit centers by increasing bottom-line margins of multiple customers.”
Solid State Optronics
“He puts premium on teamwork but appreciates innovation as well. I will specifically highlight his not resting on his laurels, so to speak – he constantly looks for ways to get better, learn more and improve on his execution.”
Je Froilan Clerigo
JM Clerigo & Associates Law Office
“I have seen Jesse come in and completely turn around a call center. Everything from changing ineffective hierarchy structures, and outdated rules; and more importantly, building a team that wants to, and can, support the goals and vision he lays out.”
Founder & CEO
Clean Tech Lighting and Power
“Jesse brings the right entrepreneurial spirit and strong work ethic to his company, and combined with his deep understanding of the call center space and unique insights into the needs of subscribers.”
Try us for 90 Days and see real tangible results
before you make your decision
Talk to an expert!
Thinking about outsourcing? Send in this form and we'll set up a call right away.
US: 1 855 947 5667 (LOOP)
UK: 44 20 8077 0673
AU: 61 2 8073 5261
111 Paseo de Roxas Ave Makati,
What you get
Specialist Sales, Support and Retention Call Center
Founder Jesse Rosenthal and Loop's Senior Leadership team have decades of experience helping many of America's biggest brands to build and run world-class support services and high-performance sales and retention campaigns.
Specialized solutions and services
We have studied the customer journey of various businesses and learned their pain points and opportunities. From that, we've developed 4 solutions and 13 services that increase acquisition, retention and deliver cross-sells and upsells at key points throughout the customer journey. Our services are customized for each client, enabling us to start up new high-functioning call center services quickly.
Strategic planning and process creation
We create and customize processes for each product we will sell and support. We also plan for every communication channel , whether inbound or outbound. These are then cascaded to our agent teams via an in-depth formal training program.
- Sales and retention services - we create strategies, tactics, offers, and more;
- Customer support services - we create end-to-end processes, a knowledge base, call flows, quality assurance programs, and more.
Fully utilized agents who can do phone and email, or sales and support
Each agent is trained separately for each of your products and services to be able to handle both sales and support, whether inbound or outbound. We maximize agent productivity by letting them switch from inbound sales calls to email support, outbound phone to inbound sales and customer services, and more, as needed. We do this while maintaining the highest standards in all channels and service types.
Premium management, support, and frontline agents
Our headquarters are in the center of talent in the Philippines. We select and nurture the best talents to help our clients grow. We go beyond skill and also look at compatibility. A team will be assigned to become your brand ambassadors who will know your product or service inside out. Aside from a strict 4-layer screening process, we conduct monthly refresher training programs to ensure they’re in tip-top shape while representing your brand. Our dedicated HR team knows how to pick the top market agents who have great potential. Our Operations team will train them to become top-performing agents, delivering world-class customer service and exceptional sales results.
Save money and scale your business
We give you the right number of dedicated, skilled, trained agents for your business without overstaffing (and overspending). When you add new products, websites, marketing campaigns, and customers, we expand our scope, learn about the changes, update your processes, and train the agents. As your business’ phone, email, and chat needs grow, we add agents. If you need to scale back, we can do that too.
Project launch team of senior sales and support experts
You will get a seasoned call center operations sales or support manager with extensive experience in launching new services. We will immerse ourselves in your business, build and launch your new service, and manage the team as performance ramps up, to reliably achieve great results.
We provide fully managed call center services with your goals in mind. We can use your existing processes and/or create new ones for you based on your needs. We are flexible enough to help you scale your business faster.
How it works
Set goals with you
We study your business, products, marketing, customers, website and tech
We plan out how to talk to your customers and deliver the results and quality you need
We build processes and a formal training program
We hire and train a brand new team of agents and a manager
We setup tech for you, reports, quality, compliance, branding, and more
We launch your service and rapidly increase performance to achieve your goals
We manage and improve your service over time, keeping current on all changes
Get your FREE consultation
Call center sales and support experts available now to help you solve your problems and achieve your goals
Frequently Asked Questions
Our proven, data-driven processes help ensure you hit your appointment setting goals faster. We relentlessly monitor and improve at every step to give you results upfront.