Appointment Setter Online

BACKGROUND

Introduce your business and what you do there.

I'm the marketing director of Oppenheimer Plastic Surgery, a plastic surgery company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We were having many problems regarding first call resolution, customer satisfaction, and net promoter score, so we decided to outsource our customer service.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides us with customer service outsourcing. Initially, we trained the team regarding the different packages and deals we have. From there, Appointment Setter Online has built their own product knowledge. We've also shared the materials and details required for outreach with the team. They offer support via phone calls and live chat.

What is the team composition?

We work with 5–10 teammates from Appointment Setter Online.

How did you come to work with Appointment Setter Online?

We found them online and saw their rating.

How much have you invested with them?

We've spent around $15,000–$20,000.

What is the status of this engagement?

We started working together in January 2024, and the engagement is ongoing. We're currently having conversations about an extension of the partnership.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We've seen a 30%–40% increase in bookings. Our customer satisfaction rate and net promoter score have also gone up. Appointment Setter Online's work has met our expectations.

How did Appointment Setter Online perform from a project management standpoint?

We like Appointment Setter Online's project management. They deliver on time and within budget. We use Jira, Google Docs, and phone calls for project management.

What did you find most impressive about them?

The team is good at providing the services they promise. Appointment Setter Online's turnaround time, project management, and results are on point.

Are there any areas they could improve?

No, our results show there's nothing for Appointment Setter Online to improve.

Do you have any advice for potential customers?

I recommend working with Appointment Setter Online because they put in whatever is required.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Hamilton and Firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We needed help with appointment scheduling and sales closing.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides appointment scheduling and sales closing services for us. Initially, I spoke with Jay about our product, and Appointment Setter Online has created scripts and trained their team based on that information. The team sends me details about the interested customers, and we handle the closing process.

What is the team composition?

We work with eight members of Appointment Setter Online’s team. Our main point of contact is Patty.

How did you come to work with Appointment Setter Online?

I found the team online and spoke with Jay, who was very nice.

How much have you invested with them?

We’ve spent around $25,000.

What is the status of this engagement?

We started working together in February 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Appointment Setter Online’s work has increased our sales by 60%–70%, meeting our expectations.

How did Appointment Setter Online perform from a project management standpoint?

Appointment Setter Online delivers work on time and within budget. For project management and communication, we use Microsoft Teams, Google Meet, Zoom, and Google Sheets.

What did you find most impressive about them?

Appointment Setter Online’s team is very professional. They automatically send reports and are responsive whenever I need them.

Are there any areas they could improve?

I can’t think of anything that Appointment Setter Online can improve.

Do you have any advice for potential customers?

Go ahead and work with them; don’t wait.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Garage Pro USA.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We have a specialized service and close our deals ourselves, so we needed people to set appointments.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides appointment setting services and sales coaching. The team has trained our representatives and onboarded them. The team helps us with calls, text messages, and emails.

What is the team composition?

We have seven people from Appointment Setter Online, and also work with Jay (CEO) and an operations manager.

How did you come to work with Appointment Setter Online?

I found Appointment Setter Online’s advertisement while scrolling on the internet and sent a query. Jay sent me an email with an invite to meet over Zoom, where he explained the whole process, pricing, and resources. I was satisfied with what he said.

How much have you invested with them?

In the first month, we paid $800 for a trial period. Since then, we've paid them  $8,800 a month, which includes $1,200 for each appointment setter, $1,600 for a closer, plus commissions and bonuses.

What is the status of this engagement?

We started working with Appointment Setter Online in April 2023, and our relationship is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Appointment Setter Online’s work has exceeded our expectations; I’m really satisfied and happy with them.

How did Appointment Setter Online perform from a project management standpoint?

Appointment Setter Online is budget-friendly, as the price per appointment setter is reasonable. Their work is on time, and I have never had to ask for anything twice. We use Slack to manage the project and WhatsApp to communicate with Jay.

What did you find most impressive about them?

Appointment Setter Online has specialized teammates. For example, if we work on a specific state, Appointment Setter Online provides someone who can speak the accent of a particular state. Moreover, Jay is awesome, so I'd like to give him a shout-out.

Are there any areas they could improve?

No, there aren’t any.

Do you have any advice for potential customers?

Interview Appointment Setter Online’s representatives first to have a better understanding of them and create a better cadence.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a dental services provider.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We weren’t getting a lot of new customers, so we decided to do online marketing. We needed some appointment setters to schedule appointments for us.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides appointment-setting services for us. We use GoHighLevel (GHL) and share our CRM and Google Sheets with them. When a lead or customer comes in, they land directly in the CRM, and Appointment Setter Online contacts them.

What is the team composition?

We work with four teammates from Appointment Setter Online, including a project manager and three appointment setters.

How did you come to work with Appointment Setter Online?

I found them through Google.

How much have you invested with them?

We’ve spent about $25,000.

What is the status of this engagement?

We started working with them in November 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Appointment Setter Online has increased our appointment setting by 40%–46%. Their skills are exceptional.

How did Appointment Setter Online perform from a project management standpoint?

They’re punctual and always respond to me on time, even if I need them out of their working hours. They complete their KPIs on time and even overachieve their quotas. We use Slack for communication.

What did you find most impressive about them?

Their punctuality and professionalism are impressive.

Are there any areas they could improve?

No, there aren't any. 

Do you have any advice for potential customers?

I recommend Appointment Setter Online to other people because they’re very professional and always on time.

BACKGROUND

Introduce your business and what you do there.

We're the CEO and manager of a marketing company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We needed help with B2B appointment setting and sales closing to increase our revenue and sales.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides B2B appointment-setting services. We provide our company's data, and the team helps us with email, chat, and phone calls. We pay $1,000 for each agent.

What is the team composition?

We work with a manager, an agent, and the CEO.

How did you come to work with Appointment Setter Online?

Someone found Appointment Setter Online for me. We looked for companies in the USA, but they charged a lot of money, which wasn’t in our budget. After some research, we found Appointment Setter Online, which was the best in the market.

How much have you invested with them?

We spend $20,000–$25,000 per month.

What is the status of this engagement?

We started working together in August 2021, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Appointment Setter Online has increased our sales by 22% so far. The quality of their work exceeds our expectations.

How did Appointment Setter Online perform from a project management standpoint?

Appointment Setter Online’s project manager always contacts us through WhatsApp, Slack, and email. We use HighLevel to arrange the leads and Google Sheets to maintain records and updates of the sales and leads.

What did you find most impressive about them?

We’re satisfied with the quality of the team, and they've actually increased our sales.

Are there any areas they could improve?

There’s nothing we’d have them improve.

Do you have any advice for potential customers?

I recommend working with them. Appointment Setter Online is always on time and reports on time. Whenever we ask them to hop on a meeting, they immediately jump into it.

BACKGROUND

Introduce your business and what you do there.

I’m the marketing manager of Thrive Internet Marketing Agency. We mainly do marketing for real estate agencies, realtors, and listing companies. Our primary focus is the US, but we also work with international clients. We mainly do paid and organic marketing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We were receiving a good number of queries from online forms, but we couldn’t convert them. Previously, we were doing this ourselves. Our specialist was calling leads and trying to book the appointments, but we had limited staff. We weren’t able to call them most of the time, and there was a lot of drop in the showings from our leads. We needed someone to contact those interested prospects and schedule an appointment or a meeting with them.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online conducts cold calls. They speak with prospects, confirm appointments, and answer queries. We've provided the team with a detailed procedure to follow. They call the leads and ask specific questions to see if they qualify for paid marketing or the campaign we're running. The team gets the feedback and fills out the CRM form. Then, based on that information, one of our agents joins the meeting with the prospect, and we try to close the deal.

The team has done the training themselves, and we've given them the necessary documentation. They have access to our CRM, and they manage their part of the CRM for the prospect. There's a procedure they need to follow. The team adds comments for each lead and moves it to the next stage.

What is the team composition?

We only work with one appointment setter who's managing the project. We don't speak with the team's sales reps; we only speak with the appointment setter.

How did you come to work with Appointment Setter Online?

We found them online.

How much have you invested with them?

We've invested more than $100,000.

What is the status of this engagement?

We've been working together since November 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

After collaborating with them, we've seen many conversions. They're very good at appointment setting, so we've seen many cost reductions and an increase in appointment setting.

How did Appointment Setter Online perform from a project management standpoint?

Project management isn't involved because we hire the agents from them. Those agents do their shift, and they have to contact the lead within a few seconds as soon as we receive the form over the website. The team has been doing that on time; they never miss a lead.

The team has been very detailed. They give us a detailed overview every week, and we're happy with that. They use our system to manage the leads. In that system, we can see how many leads are converted and how many are pending.

We have weekly meetings. For regular communication, we use Slack.

What did you find most impressive about them?

They quickly learn the advertising and marketing process. When they book the appointment, the prospects ask a lot of questions. The team's training is very good. They've gone through all the materials we normally speak about in the discovery call. They set up good expectations for the prospect, so it's easy for us to convert.

Are there any areas they could improve?

I don't think there's anything they can improve on. They're doing good for us.

Do you have any advice for potential customers?

Give them a detailed overview of what you need from them. Once they have the details, they have excellent trainers. They can train the agents, and you never have to speak with any agent or tell them anything about the product. Just give them a detailed document; they're the best team you can work with.

BACKGROUND

Introduce your business and what you do there.

I’m the sales and marketing manager at a roofing company. We mainly service the New York area, but we’ve recently started working in New Jersey. Our main focus is in New York. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We were running ads and brought a lot of leads, but we were losing them. We needed someone to do appointment setting for us.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides appointment-setting services via phone calls. We run ads on different channels and receive leads through phone and email. Our main priority is to call the customers. If they don’t answer, we reach out to them via email.

I interviewed them and checked their communication skills. Once I was satisfied, they sent me the invoice, and we were able to start.

We sometimes receive construction requests from businesses and sometimes from homeowners themselves, so it depends on who's filling out the form.

What is the team composition?

Three teammates are working on the project.

How did you come to work with Appointment Setter Online?

We found them online. In April of last year, we interviewed a couple of service providers. They were the only ones that aligned with us because they only focused on appointment setting. 

How much have you invested with them?

We pay them monthly, and we’ve spent between $60,000–$70,000 so far.

What is the status of this engagement?

We found them in April 2024, and the onboarding process took around a month. We were able to onboard them at the end of April 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The number of booked appointments has increased, and we’ve been able to convert around 80% of the leads. The team has definitely saved us a lot of time. We tried to hire agents on-site previously, but we weren’t able to get any good agents.

The team is also price-competitive. The quality of their work has exceeded our expectations. They’re solely working in the appointment-setting domain. Once they started the project, they went through an unpaid one-month training period. That was something that made us stay with them from the start.

Now, the three agents know everything about the roofing business. We have access to the recordings, so we can hear how they can answer any question a prospect might have. Appointment Setter Online has over-delivered what we expected from them.

How did Appointment Setter Online perform from a project management standpoint?

We have weekly meetings via Google Meet, and they give us the progress. We also manage a Google Sheet where we see how many leads have been closed and how many were not interested. The team is definitely delivering the target, and we’re happy with that.

They gather all the information from the prospect and put it in our CRM. Then, we allocate the nearest specialist, who goes to the site, provides the estimate to the client, and closes the deal.

What did you find most impressive about them?

The team is very trained. They have the same information about the roofing business as our specialist, who goes on-site. That’s their biggest strength. They even close deals over the phone, which is normally done by a specialist after visiting the site and giving a detailed inspection of the roof.

They are also quick. As soon as they land, they try to call the leads within a few seconds, which helps us convert more deals into inspections and estimates.

Are there any areas they could improve?

No, they’re doing good so far.

Do you have any advice for potential customers?

If you’re in the construction or home service business, they know what they’re doing. Their onboarding process is great. They train the representatives very well and master the industry. Definitely give them a shot.

BACKGROUND

Introduce your business and what you do there.

I am the general manager of a locksmith services company that deals with automated and residential locks. We provide 24/7 service, so if someone has a problem with their lock, they can call us, and we will go there immediately. I manage the company and work with two other locksmiths.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We hired Appointment Setter Online to answer calls when we are unavailable. We needed someone to answer the phone and book appointments for us.

SOLUTION

What was the scope of their involvement?

We usually receive calls if a customer has a lock problem. We run ads and other things so people can see the phone number and neighborhood. When we receive a call, Appointment Setter Online schedules the appointment on our calendar and CRM so that the nearest specialist can go and fix the lock. The team works remotely for us.

The team takes details when they receive a call, such as what type of lock it is. We have explained to Appointment Setter Online everything about the locks, and they know what we do and don't do. The team filters out the locks and then books the appointment.

Sometimes, the team calls customers back, but their responsibility is primarily answering calls.

What is the team composition?

We have four people from their team. One works a regular schedule from 9 a.m. to 5 p.m., another works from 5 p.m. to 11 p.m., the third one works during the night, and the last teammate works on weekends. Our main point of contact is their team lead.

How did you come to work with Appointment Setter Online?

I found them through Clutch.

How much have you invested with them?

We pay them $5,000 a month, around $15,000 so far.

What is the status of this engagement?

We started working together in April 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We have a strict policy that no call should go more than 10 seconds without being answered, so Appointment Setter Online should answer within that time. The team also has specific questions to ask before booking an appointment, which they must ask. Appointment Setter Online is doing well, and we're satisfied with their work.

We haven't experienced issues during the three months we've been working with them.

How did Appointment Setter Online perform from a project management standpoint?

Appointment Setter Online's team lead takes care of the project management. We hold weekly meetings, and he shows us all the stats, the number of inquiries, and the wait time for the customer. We are satisfied with the team. We communicate via WhatsApp.

What did you find most impressive about them?

We are impressed with their response time. A customer can see four to five ads on Google after a few seconds, on their search page, YouTube, or anywhere else. It's a challenging thing to ensure that if a customer calls, they book the appointment.

It's a one-time opportunity: if the customer has booked a locksmith, they won't book a second one. Appointment Setter Online receives the call within a few seconds. The team doesn't miss any calls, and there's always one person available at the desk.

Are there any areas they could improve?

Appointment Setter Online is doing well so far. We've had no problems in the last three months.

Do you have any advice for potential customers?

Give Appointment Setter Online all the details that you need. Explain everything to the team, and they will excel at working with you. We've given Appointment Setter Online detailed instructions, and they follow them and our process.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO and owner of Primer Branding. We provide marketing services for companies to boost their sales and generate new prospects. We don’t have a specific industry; we deal with customers from all types of industries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

I was looking for an innovative company to provide appointment-setting services.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provided appointment setting and sales outsourcing services. They were also responsible for closing deals. The team set up B2B appointments via phone calls. Appointment Setter Online first did marketing on LinkedIn and social media platforms to attract people looking for marketing services. Then, the team scheduled an appointment and converted them into a sale.

What is the team composition?

We worked with three people from Appointment Setter Online, including the appointment setters. The fourth teammate was responsible for closing sales.

How did you come to work with Appointment Setter Online?

I found them on Google. I had a discovery call with a teammate who introduced me to their agents. He presented me with some good options for the agents and introduced me to some representatives. I was pretty impressed by their profiles and communication type, so I decided to give them a chance.

How much have you invested with them?

We spent around $10,000.

What is the status of this engagement?

We worked together from February–May 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

I was truly satisfied with their services. The number of leads increased, and the conversion ratio of those leads and prospects was around 30%–40% higher than I achieved before.

How did Appointment Setter Online perform from a project management standpoint?

They were never even 10 minutes late. We used Microsoft Teams and Zoom to communicate and share all the documents related to the project.

What did you find most impressive about them?

Appointment Setter Online was the best in their field. The team knew how to grab the customers' attention and convert them into a good sale. The team's phone call skills and reporting time were great, and they were quite professional.

Are there any areas they could improve?

No, I can’t remember anything. I had a great experience with them.

Do you have any advice for potential customers?

During the discovery phase, discuss each aspect of the project. It might take a good amount of time, but discuss it clearly, and Appointment Setter Online will deliver.

BACKGROUND

Introduce your business and what you do there.

I'm the head of production at Webcore Digitals, a publishing company that helps with e-commerce businesses.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Appointment Setter Online?

We needed help with sales and appointment setting over phone calls.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides us with B2B appointment-setting services to increase our revenue. We initially closed sales by ourselves, but Appointment Setter Online's specialists have trained on the closing part and now handle that for us. We've given them our scripts, product details, and information about our business.

What is the team composition?

We work with two appointment setters and one closer from Appointment Setter Online. The closer started working after two weeks, once the training was completed. We also work with a team lead, a trainer, and their CMO.

How did you come to work with Appointment Setter Online?

Our team found Appointment Setter Online on Google and set an appointment with them. We talked to Appointment Setter Online's CMO; it was a great experience. We chose them because we experienced professionalism and commitment that was truly rare in the appointment-setting industry.

How much have you invested with them?

We've spent $28,000. We've agreed on a monthly rate per teammate, depending on their position.

What is the status of this engagement?

We started working together in September 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Appointment Setter Online has helped us significantly improve the quality of our leads, with a 68.7% increase in appointment settings and a 37.8% conversion rate for closing sales. The team provides seamless integration into our systems, real-time updates, and quality checks.

Appointment Setter Online fully complies with all the regulations and standards required in our industry.

How did Appointment Setter Online perform from a project management standpoint?

Appointment Setter Online's reporting and transparency have been impressive. We communicate internally via Slack, leverage GoHighLevel for our CRM needs, and also use emails and WhatsApp chats.

What did you find most impressive about them?

Appointment Setter Online consistently aligns their strategy to support our growth targets. We've never felt that they're not a part of our business; they're always part of it. They're the only company that brought appointment setters online with us, and we interviewed them as well.

Are there any areas they could improve?

Appointment Setter Online has addressed things we've previously mentioned, and they have an excellent team, so there's nothing we'd have them improve.

Do you have any advice for potential customers?

Train the Appointment Setter Online's representatives assigned to you, or at least the team leads, so that the team can scale hands-on training to others.