Appointment Setter Online

BACKGROUND

Please describe your company and position.

I am the CEO of royal city appliance

Describe what your company does in a single sentence.

From fridges to ovens, we provide fast, reliable repair solutions to ensure your business operations stay efficient and uninterrupted.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Appointment Setter Online to accomplish?

• We engaged Appointment Setter Online to manage our incoming service requests and customer appointments — specifically to increase the number of confirmed service calls, reduce missed leads, and streamline scheduling for our appliance repair business at Royal City Appliance.

SOLUTION

How did you find Appointment Setter Online?

Online Search

Why did you select Appointment Setter Online over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Appointment Setter Online were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scheduling and confirming service appointments, matching customers with appropriate technicians, and integrating bookings into our internal calendar / dispatch system

Sending confirmation messages and reminders to customers to reduce no-shows

Handling post-service follow-ups to confirm satisfaction and capture potential additional service opportunities or upsells (e.g. maintenance plans or part replacements)

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our booking volume increased noticeably: many more service calls were scheduled per week compared to when scheduling was managed manually.

We observed a reduction in missed or dropped leads: nearly every inbound inquiry was followed up and converted into a scheduled appointment.

Customer satisfaction improved, as clients appreciated prompt follow-ups and clear communication.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was smooth and professional. Appointment Setter Online maintained clear communication, provided regular status updates, and adhered to agreed workflows. Deliveries  in terms of scheduling, confirmation, and reporting were timely and consistent.

What was your primary form of communication with Appointment Setter Online?

Email or Messaging App

What did you find most impressive or unique about this company?

They were responsive and adaptive: when we requested certain modifications (e.g. adding custom fields in the intake form to capture appliance model/serial number, or adjusting our scheduling rules), they implemented those changes promptly. Their availability and flexibility made collaboration easy and efficient

Are there any areas for improvement or something Appointment Setter Online could have done differently?

One area for improvement could be deeper integration support with our internal CRM or dispatch system — a tighter sync would reduce manual transfers and lower chances of human error. Also, having periodic performance reviews or summary reports (e.g. weekly or monthly) showing number of leads handled, conversion rate, no-shows, etc., would help us better track ROI and plan resources

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of early edge consultancy

Describe what your company does in a single sentence.

Early Edge Consulting supports early childhood education centers with expertise in consultation, design, construction, financing, staff recruitment, licensing, and daycare management to create enriching learning environments for children.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Appointment Setter Online to accomplish?

• We hired Appointment Setter Online to handle our lead generation and appointment-setting needs. Our main objective was to fill our sales calendar with qualified prospects so our internal team could focus on consultations and strategy rather than cold outreach.

SOLUTION

How did you find Appointment Setter Online?

Online Search

Why did you select Appointment Setter Online over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Appointment Setter Online were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Appointment Setter Online managed the entire outbound outreach process, including:

Identifying and contacting potential leads
Conducting initial qualification
Scheduling discovery calls on our calendar
Managing reminders, confirmations, and follow-ups
Preparing weekly performance updates
They executed multi-channel outreach via email and calls and handled all communication until a lead was fully qualified and scheduled.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Within the first month, we saw a meaningful increase in booked appointments  averaging 12–15 qualified calls per week, significantly higher than our previous numbers. Our lead-to-call conversion improved, and our sales pipeline became more predictable. These results positively impacted our monthly revenue and reduced the workload on our internal team.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was smooth and organized. They delivered all tasks  outreach, follow-ups, and scheduled calls  on time and maintained clear communication. Weekly updates were consistently shared, and any adjustments to scripts or targeting criteria were handled promptly.

What was your primary form of communication with Appointment Setter Online?

Email or Messaging App

What did you find most impressive or unique about this company?

They were responsive, flexible, and proactive. If we needed changes in messaging, target niche, or qualification criteria, they adapted quickly. Their team stayed accessible and acted on feedback without delays.

Are there any areas for improvement or something Appointment Setter Online could have done differently?

The only improvement we would suggest is providing more granular reporting on lead quality trends and source breakdowns. This would help us plan our future campaigns more strategically. Overall, the experience was positive and exceeded expectations.

BACKGROUND

Please describe your company and position.

I am the Executive Director of Bridge To Home Org

Describe what your company does in a single sentence.

Bridge To Home Org is a non-profit organization dedicated to providing transitional housing and supportive services for individuals experiencing homelessness.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Appointment Setter Online to accomplish?

• We engaged Appointment Setter Online to improve our donor outreach and scheduling process — specifically to schedule regular fundraising calls and meetings with potential donors, and to streamline follow-ups so we could increase our outreach efficiency and donor conversion rate.

SOLUTION

How did you find Appointment Setter Online?

Online Search

Why did you select Appointment Setter Online over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from Appointment Setter Online were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Appointment Setter Online handled end-to-end outreach: they researched and compiled a list of qualified prospects, contacted potential donors via email and phone, scheduled meetings and follow-up calls, and provided us with a weekly report of outreach activities and scheduled appointments. They also synced scheduling with our calendar system and ensured confirmations and reminders were sent to potential donors.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Within three months of starting, our scheduled donor-meetings per month increased by about 50%, compared to before the engagement. Also, the number of confirmed fundraising calls rose by 40%, and we observed a 25% increase in pledges from new donors — showing clear improvement in donor engagement and fundraising effectiveness.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was excellent. Appointment Setter Online delivered the weekly reports and meeting schedules on time, consistently. Communication was prompt — any changes or updates were shared with us quickly, and follow-ups were managed efficiently. All scheduled calls and meetings were arranged as committed.

What was your primary form of communication with Appointment Setter Online?

Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most about Appointment Setter Online was their ability to combine professionalism with genuine care for our mission. They didn’t just make calls; they took the time to understand our nonprofit’s purpose and tailored their outreach to align with our values. Their consistency, transparency, and the level of personalization they brought to every interaction felt unique compared to other agencies we’ve worked with. Their dedication to treating our donors with respect and warmth truly stood out.
 
 

Are there any areas for improvement or something Appointment Setter Online could have done differently?

If there’s room for improvement, it would be in providing more granular reporting 

BACKGROUND

Please describe your company and position.

I am the CEO of Jolly Appliance

Describe what your company does in a single sentence.

We offer comprehensive home appliance repair services to keep your household running smoothly. From fridge and dryer repairs to fixing washing machines, dishwashers, microwaves, and ovens, our expert technicians provide fast, reliable solutions for all your appliance needs

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Appointment Setter Online to accomplish?

• We hired Appointment Setter Online to increase our appliance repair appointments by reaching more potential customers through outbound calling. Our goal was to get consistent, qualified bookings and a steady flow of leads.

SOLUTION

How did you find Appointment Setter Online?

Online Search

Why did you select Appointment Setter Online over others?

• High ratings
• Good value for cost

How many teammates from Appointment Setter Online were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work included running a full outbound calling campaign for our appliance repair business. Their team handled customer outreach, follow-up calls, and appointment scheduling. Key deliverables included daily call activity, confirmed appointments, customer feedback reports, and regular updates on campaign performance. They were responsible for generating qualified leads and making sure each appointment was properly scheduled and verified.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We saw a clear increase in confirmed appointments, more qualified leads, and a higher conversion rate from calls to actual repair jobs. Our daily bookings went up, and the campaign brought consistent new customers. Overall, the outbound calling directly improved our revenue and lead flow.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was smooth and organized. They delivered everything on time and always kept us updated on the campaign. Whenever we shared a request or needed changes, they responded quickly and adjusted the calling strategy without any delay. Overall, they were reliable and easy to work with.

What was your primary form of communication with Appointment Setter Online?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive thing about this company was their professionalism and consistency. They understood our business quickly, delivered real results, and treated every call like it mattered. Their ability to bring in qualified appointments without wasting time made them stand out.

Are there any areas for improvement or something Appointment Setter Online could have done differently?

Everything went well, but they could improve by sharing slightly more detailed call reports. A bit more insight into customer feedback would help us plan future campaigns even better.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a garage repair services company. We handle door repairs and garage renovations.

OPPORTUNITY / CHALLENGE

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

We needed help gaining more audience and leads to increase our revenue and pipeline.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides appointment setting services for us. The team handles 50% outbound calls and runs ads for inbound leads who submit inquiries. The team handles renovation inquiries and uses GoHighLevel, Aircall, and Google Sheets to manage the process.

What is the team composition?

We work with a manager and two appointment setters.

How did you come to work with Appointment Setter Online?

I found Appointment Setter Online on LinkedIn while searching for appointment setters to outsource. As a new company, we didn't have a big budget to hire someone locally. However, Appointment Setter Online offered an affordable price, so we went with them.

How much have you invested with them?

We’ve spent around $25,000.

What is the status of this engagement?

We started working with them in January 2025, 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 40%. The team is always available and never misses a call.

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

Appointment Setter Online meets deadlines and stays on budget. We communicate via email, Zoom, and Slack.

What did you find most impressive about them?

Appointment Setter Online's team has great communication skills and knows our product carefully.

Are there any areas they could improve?

I don't think there's anything they can improve on.

Do you have any advice for potential customers?

I recommend Appointment Setter Online if you're a business owner looking to increase sales. The team is sales-hungry and always on time.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of DPR Construction, a construction reporting company. We work with other construction vendors and independent contractors to provide construction jobs and reporting tools through CRM.

OPPORTUNITY / CHALLENGE

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

We needed help answering incoming calls from different vendors and taking care of the accounting and appointment side of the business, like giving them quotations and reporting after office hours. We have a team in our office handling calls, but they hadn't been able to cover all the calls, so we decided to find someone to help us.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides call center and appointment setting services for us. Initially, they answered calls after 4 p.m. when no one was in the office. However, they started answering calls during office hours after a few months. Our in-house sales team speaks with customers who want to purchase or move ahead with a project. Appointment Setter Online handles initial inquiries and appointments. They receive calls at our office number and dispatch them to the relevant department.

Appointment Setter Online handles inbound and outbound calls. The team has created their own scripts based on our requirements. We use ClickUp for internal communication and have our own CRM for other company processes. The team works remotely for us.

What is the team composition?

We work with a team of six people, primarily in contact with our dedicated account manager.

How did you come to work with Appointment Setter Online?

We found Appointment Setter Online through Clutch. When we were searching for vendors, Appointment Setter Online offered a free seven-day trial. After the trial period, I decided to move forward with them because no one else offered a free trial.

How much have you invested with them?

We've spent around $35,000.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

We have an option in ClickUp that shows how long a call was ringing and how it was answered. We measure Appointment Setter Online's performance using those statistics, and the team is doing well.

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

Appointment Setter Online meets deadlines and stays on budget. Our dedicated account manager is always accessible and ready to help. We use ClickUp for project management and communicate through the platform. We use Google Meet or Zoom when we need to have a meeting.

What did you find most impressive about them?

Appointment Setter Online is doing a fantastic job. I'm impressed by their willingness to offer a free trial.

Are there any areas they could improve?

I don't think there's anything Appointment Setter Online needs to improve on.

Do you have any advice for potential customers?

Check Appointment Setter Online's salespeople. The team offers a free trial, so you can see how they speak with clients; it's a big thing they're offering, and you should check it before outsourcing any calling project.

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.