Appointment Setter Online

BACKGROUND

Please describe your company and position.

I am the Owner of Flow Sync Solutions

Describe what your company does in a single sentence.

We’re a mid-sized B2B SaaS company specializing in workflow automation tools for small to medium enterprises.

OPPORTUNITY / CHALLENGE

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

We engaged Appointment Setter Online to help us generate a consistent pipeline of qualified demo appointments with decision-makers at our target accounts, with the goal of increasing booked demos by 40% over the quarter.

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 the full appointment-setting funnel from outreach through to booked meetings.

RESULTS & FEEDBACK

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

Within the first 8 weeks:

• Booked demo appointments increased by ~45% compared to prior period.
• Conversion of outreach to booked meeting rose from 5% to 9%.
• Pipeline value associated with booked meetings grew by roughly 30%.

These metrics show clear improvement in both volume and quality of booked appointments.

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

Project management was excellent. We had a named success manager, regular updates, and the agent we selected was onboarded on time. Deliverables—including weekly reports and script revisions—were consistently delivered on schedule and communication was prompt and transparent throughout.

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?

The daily reporting dashboard kept us in control of performance and allowed us to make rapid adjustments. Finally, their industry-sector familiarity meant our outreach felt relevant and on-brand, not generic.

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

If I were to suggest one improvement it would be to include a more detailed onboarding packet with industry case studies at the start—while the onboarding itself was smooth, receiving extra tailored industry examples earlier might have accelerated campaign ramp up even more. Other than that, the service exceeded expectations.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a garage door repair company. We provide 24/7 services.

OPPORTUNITY / CHALLENGE

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

We needed help with answering calls and scheduling appointments.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides us with remote call center services. We market our services in the neighborhood, and many people fill out forms or call us directly. The team works 24/7; some teammates work during office hours, and others work after office hours.

Our service is available from 6:00 a.m. to 11:00 p.m. so we can receive calls during that time. Our team is ready to dispatch and fix the garage doors. As soon as someone calls, Appointment Setter Online checks our schedule and books the appointment on the calendar. Then, they send the information to the relevant team so we can go and fix the door.

Appointment Setter Online mainly handles inbound calls, but they also do outbound calls when needed. We’ve given them scripts to follow. The team uses our system; we’ve given them access to Workiz, which we use to manage jobs, track leads, and queries.

What is the team composition?

We work with seven teammates from Appointment Setter Online, including a manager.

How did you come to work with Appointment Setter Online?

We found them through Clutch.

How much have you invested with them?

We’ve spent around $40,000.

What is the status of this engagement?

We began 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 is doing well so far. We measure their performance based on their ability to answer calls within three rings. For outbound calls, the team has to dial the person within 4–5 days. If the team receives a form, they should dial the person within 1–2 hours. We’ve set up a gap in the CRM that they need to follow. Appointment Setter Online manages technical issues effectively.

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

We don’t use any project management tools. We use Google Sheets or CRM if required. We communicate via WhatsApp; they're always available when I send them a message. Appointment Setter Online is very good at reporting and sends daily reports.

What did you find most impressive about them?

The agents we work with have experience working with another client in the garage door space. They know everything about garage door repair and motors, including the type of motor required for specific doors. That was good for us when we onboarded them.

Are there any areas they could improve?

No, they’re doing well.

Do you have any advice for potential customers?

It depends on your business. If you’re in the garage repair business, they have the best agents who know everything about garage doors.

BACKGROUND

Introduce your business and what you do there.

I’m a co-founder of a construction company. We’re general contractors serving the Brooklyn area. We mostly take commercial projects and mid-size projects around $1 million.

OPPORTUNITY / CHALLENGE

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

We run ads on Meta and Google, and people submit inquiries when they need our services. Sometimes they call us directly, and sometimes they fill out a form. We need to call them, but my team spends most of their time in the field, so we need support to call those numbers right away as soon as we receive them.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online manages our answering service and phone line. The team is the first point of contact for anyone calling our company, including incoming calls from marketing channels. 

Secondly, if we receive any information on our website or from ads, the team calls that lead, confirms the service required, and schedules them with one of our team members. Appointment Setter Online attends and makes calls, so they do both inbound and outbound calls.

Before hiring the team, we didn’t have any system. We were managing the forms on a Google Sheet. Once the team came in, they introduced us to a system called GoHighLevel. Appointment Setter Online has created our account, uploaded all the information, and now manages everything.

What is the team composition?

We work with three teammates, including two team members on weekdays and another member on weekends.

How did you come to work with Appointment Setter Online?

I found them online.

How much have you invested with them?

We’ve spent around $14,000. We started with one gentleman, whom I hired for $1,200 monthly. After two months, we onboarded two other teammates.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Appointment Setter Online has been doing a pretty good job so far.

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

The team sends us daily reports on the time it takes to contact the customer once they submit the information and the number of missed calls. The team also sends us reports on the number of leads we receive and the number of leads we convert.

Appointment Setter Online charges us monthly, and we’re happy with their pricing. The team keeps us updated, and we only use GoHighLevel to collaborate. We also have a WhatsApp group to communicate.

What did you find most impressive about them?

Appointment Setter Online is very good at promoting their customers. The three teammates assigned to our project have worked in the construction industry for the last few years. The team knows the industry and the main questions customers can ask. We’ve never needed to explain those things. Appointment Setter Online is an expert in what they’re doing and has the same construction industry knowledge as our technicians.

Are there any areas they could improve?

They’re doing exceptionally well. We’re very happy with the team, and there’s nothing I can suggest to them to improve.

Do you have any advice for potential customers?

Give them the requirements and all the details you have. These guys are very professional. The team lets us speak with the agent before they put them on the project. They always call one of my partners or me to get in the meeting and check who they’re putting on the project.

BACKGROUND

Please describe your company and position.

I am the Assistant Manager of Orion Insights

Describe what your company does in a single sentence.

We provide analytics‑led consulting to mid‑market B2B companies.

OPPORTUNITY / CHALLENGE

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

• We needed a steady stream of qualified calls with data‑driven decision‑makers exploring dashboard and insights solutions.

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 managed email blasts, voice outreach, qualification follow‑up, and scheduled meetings in our CRM.

RESULTS & FEEDBACK

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

They reached out to 140 prospects over 4 weeks, booked 15 qualified meetings, and 3 progressed to project discussions—valued at over $45K.

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

They were proactive, scheduling weekly optimization meetings and quickly adjusting their approach to targeting

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?

Their skill in navigating B2B decision‑maker engagement was clear from day one—calls were relevant and well‑aligned.

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

Would be great to have call recording integration—but detailed call notes were very helpful.

BACKGROUND

Please describe your company and position.

I am the CEO of Bright Spark Media

Describe what your company does in a single sentence.

We offer full‑stack digital marketing—websites, social, and email campaigns—for SMBs.

OPPORTUNITY / CHALLENGE

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

• We wanted to schedule strategy calls with businesses interested in marketing improve­ment packages.

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.

Email, LinkedIn messaging, call screening, and scheduling via Acuity. They also sent timely reminders and captured key leads info.

RESULTS & FEEDBACK

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

Within 5 weeks, they reached 160 leads and booked 18 strategy sessions—5 of which became paid projects valued at $10K total.

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

They communicated every step via Asana, and weekly calls helped us refine scripts and targeting.

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?

The quality of leads was consistent, and the team took initiative to improve outreach copy.

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

We’d love an integrated lead-forwarding system, but manual updates were always fast and clear.

BACKGROUND

Introduce your business and what you do there.

I’m the CTO of Web Pro Artist, a development company. We help healthcare companies with web and app development, UX design, and video editing.

OPPORTUNITY / CHALLENGE

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

Our new clients and prospects came from our paid marketing ads on Google, Facebook, and LinkedIn. We received a lot of inquiries and leads from those ads, and our team called those leads. However, we were missing some of those leads.

As a result, we needed to hire a team to call the leads as soon as they received them and book appointments with the relevant team members so we could go in and close the project.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online sets up appointments for us, and we close the leads ourselves. We run the ads, and the leads come in from the ads. People come to our landing pages and fill out a form, and we receive those leads. Appointment Setter Online also answers calls if a lead calls us directly from the ad.

What is the team composition?

We work with two teammates from Appointment Setter Online—one works in the early morning, and the other in the late afternoon.

How did you come to work with Appointment Setter Online?

We found Appointment Setter Online through an online search. Once we met with them, they told us they only set appointments. Since we were looking for an appointment setter, we chose to go with them.

How much have you invested with them?

We've spent around $15,000. They charge us a fixed amount per agent.

What is the status of this engagement?

We've been working together since April 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Appointment Setter Online promised to call the leads within 1–2 minutes as soon as they landed in, and they’ve been doing it. That’s been helpful for us.

Our success rate has changed a lot. We now contact every lead who fills out the form and book a meeting with them. We’re not missing them from the form side.

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

Appointment Setter Online has been added to our system, and they stay in touch with us and are always available whenever we need them. We use Slack for internal communication and sometimes WhatsApp. We also use HubSpot for lead management.

What did you find most impressive about them?

The agents from Appointment Setter Online know our services very well. They previously worked with a similar client, so we didn’t have to give the team a lot of information. Once they go into a call, they can easily explain our service and answer questions. This has been helpful.

Are there any areas they could improve?

No. They’ve been doing well for the last four months.

Do you have any advice for potential customers?

If someone is looking for an appointment-setting service, Appointment Setter Online is very good at it. Their agents are good. We didn’t have to go into the training or explain things. We just gave them the SOP, which mentioned how we do the services and what the normal rates are. For appointment setting, they’re the best company in the market.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a book publishing company.

OPPORTUNITY / CHALLENGE

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

We needed someone to set appointments for us. We were running ads on different social media platforms, and when the leads came in, we needed someone to reach out to them and schedule appointments. Since we needed to generate sales and revenue, we thought it best to outsource to experts.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online reaches out to leads and schedules appointments for us. They also close deals during the scheduled appointments. The leads are mostly inbound leads from social media platforms, but there are also some outbound leads.

Once the lead comes in, Appointment Setter Online directly adds it to a Google Sheet and calls them. The team uses PhoneBurner to dial customers.

What is the team composition?

There are a total of three people, including the manager.

How did you come to work with Appointment Setter Online?

I found them through Clutch.

How much have you invested with them?

We’ve spent almost $25,000.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Appointment Setter Online has been reaching out to at least 70 to 80 prospects a day. I have some data on my existing customers, and the team has been contacting them and scheduling meetings. They also close deals.

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

They deliver on time and stay on budget. We’re in contact with them on Slack, WhatsApp, and sometimes email.

What did you find most impressive about them?

I’m impressed with the way the team rapidly calls leads when they come in and schedules appointments with them. The quality of the calls is great.

Are there any areas they could improve?

I don’t have any suggestions for improvement. They’re doing what I expect and more.

Do you have any advice for potential customers?

No. I was looking to generate more revenue, and Appointment Setter Online is helping me with that. I’m very happy with them.

BACKGROUND

Introduce your business and what you do there.

I’m the director of Web Design Charter, a web design company.

OPPORTUNITY / CHALLENGE

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

We needed help with appointment scheduling. Our primary need was to find a reliable team that could qualify leads and set up meetings with serious prospects.

SOLUTION

What was the scope of their involvement?

Appointment Setter Online provides appointment setting and sales outsourcing services. We initially scheduled a meeting with their CMO, and after a couple of meetings, they introduced their team, including team leads, appointment setters, and closers. After onboarding, we provided them with product knowledge and trained their appointment setters. After that, they started working on our product and making appointments.

After a couple of months, their closers were ready to close deals. Now, they handle everything from appointment setting to closing the deal. They help us with appointment setting and closing sales. They convert appointments to sales as well.

They use almost all channels to reach out to prospects, including emails, chats, and phone calls.

What is the team composition?

We started with one appointment setter during the trial phase. After two weeks, we onboarded two more appointment setters. After two months, we onboarded one closer, and after 1.5 months, we onboarded another closer.

How did you come to work with Appointment Setter Online?

We found them through a Google search. We chose them because they provided us with well-trained, highly professional, and incredibly responsive resources.

How much have you invested with them?

We’ve spent $170,000.

What is the status of this engagement?

We started working together in March 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

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

They’ve raised the lead ratio to 71.3% for booking appointments. For the closure of leads, the qualified and educated leads converted at 18.6%.

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

They communicate very well. They always match the timeline and sometimes deliver before the deadline. We use emails and Slack to communicate. We also use Zoom for management calls.

What did you find most impressive about them?

They're great in both parts of the engagement, but their closing part is really charming.

Are there any areas they could improve?

There’s nothing I can say because we’ve seen tangible results from them.

Do you have any advice for potential customers?

When you start working with Appointment Setter Online, you must interview their resources. They’ll present their resources to you, so if you’re a new business owner outsourcing to them, you must meet their resources. This way, they can understand your product, which will save time on training and onboarding.

BACKGROUND

Please describe your company and position.

I am the CEO of Find Job

Describe what your company does in a single sentence.

We are an HR company. We use efficient recruiting strategies to find active and passive candidates to ensure short and long term success for our clients.We desinded the AI based recruitment system which will make our recruiting process more efficent 

OPPORTUNITY / CHALLENGE

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

• Customer service
• Answerig Service
• Technical Support

SOLUTION

How did you find Appointment Setter Online?

Online Search

Why did you select Appointment Setter Online over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

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 launched our hiring systen at the begging of 2024 and hired them for customer ourreacha and hande all incommng calls. They are the first point of contact for all the users landing on our platform.

They have been provided 360 support on all channels for FindJob 

RESULTS & FEEDBACK

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

They have provided the 360 support on all channels which helped us convert more users into paying customer and they also help users with tech isssues if they have any 

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

Yes they deliver on time and respond quickly 

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?

They are very good at customer support and there workers are very professionals

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

No they are good 

BACKGROUND

Please describe your company and position.

I am the Head of Innovation Proctoring of EPA

Describe what your company does in a single sentence.

The EPA, or the U.S. Environmental Protection Agency, is a federal agency responsible for protecting human health and the environment. It was established to consolidate environmental responsibilities that were previously dispersed among various federal agencies. 
The EPA develops and enforces regulations, provides grants, studies environmental issues, and conducts research to support its mission. It also works with state and local governments, as well as international organizations, to address environmental challenges. 

OPPORTUNITY / CHALLENGE

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

• Answering service for Section 608 students and proctoring schools
• Proctoring service onboarding

SOLUTION

How did you find Appointment Setter Online?

Referral

Why did you select Appointment Setter Online over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

38

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

We hired them from a refferal which was handling the proctoring service for EPA, they are mainly answering the incoming calls and section 608 certificationa and recently they have started working on Section 609 program. 

RESULTS & FEEDBACK

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

Our school onboarding process is better now, and section 608 is a fully outsourced program by the EPA, but we have never had any issues with it.. They have been good

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

They they deliver on time

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

In-Person Meeting

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

They work for us 7 days a week, which is good for us. We've never had any problems on the weekends..

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

No improvements needed.