Appointment Setting & Sales Handoff
When Leads Aren’t Enough — We Deliver Sales-Ready Conversations
The difference between a lead and a revenue opportunity? A booked appointment with context, qualification, and intent. Our appointment setting and sales handoff solutions bridge the gap between marketing and sales — so your team stops chasing and starts closing.
What We Do
1. Lead Capture & Pre-Screening
Leads are vetted through dynamic forms, quizzes, or IVR flows, with filtering based on your qualifying questions.
2. Live Transfer or Scheduling
Depending on your pipeline, we’ll either live transfer them to your closers or book a time directly into your system.
3. Appointment Confirmation & Reminders
Multi-touch confirmation sequences (SMS/email) to ensure they show up engaged and ready.
4. Detailed Lead Handoff
We provide conversation notes, user behavior data, and funnel history to boost your team’s close rate.
5. Post-Appointment Feedback Loop
Track outcomes, refine lead quality, and optimize qualification criteria for next-level performance.
Why Appointment Setting Changes the Game
Less Wasted Time
Your reps only speak to people who are ready and scheduled
Higher Close Rates
Appointments convert 2–4x better than raw leads
Full Context
Sales reps know what pain points and products prospects care about before the call
Zero Chasing
We handle the outreach, reminders, and reconfirmations