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Appointment setting

B2B appointment setting with the people who decide

We research your target companies and the key individuals inside them, start conversations with context, nurture interest and book qualified meetings for your team. Quality conversations, not call volume.

Outbound campaign · Dialler
Rep online

Practice Manager

Professional services

Connected
  1. Opener
  2. Discovery
  3. Qualify: need, budget, timing
  4. Agree the next step

Call notesNotes and outcome sync to the CRM after the call.

Example interface, not client data

In short

What is research-led appointment setting?

Appointment setting is the work of reaching potential customers, qualifying their interest and booking meetings for your sales team. Research-led appointment setting does that work in a different order: first it finds the right companies and the key individuals within them, then it starts conversations with context.

Many outsourced providers work through a list as fast as possible and report on dials. Scion’s dedicated representatives are recruited, trained and managed around your offer, and measured on conversations with decision-makers and meetings worth taking. Prospects who aren’t ready are nurtured rather than dropped, so interest built today isn’t lost.

How it works

How we set appointments with decision-makers

Six steps, from choosing who to call to a meeting in your calendar.

  1. 01

    Research companies

    Target accounts are checked for fit: size, sector, current setup and signs your offer is relevant now.

  2. 02

    Map key individuals

    The people who own the problem and make or influence the decision are identified by name and role.

  3. 03

    Open with context

    Calls start from what the research found, so the conversation is relevant from the first sentence.

  4. 04

    Qualify

    Need, role in the decision and timing are confirmed against the criteria agreed with you.

  5. 05

    Nurture

    Interested prospects who aren’t ready are followed up by call and email on an agreed cadence.

  6. 06

    Book and hand over

    The meeting lands in your calendar or CRM with notes on who they are and what they need.

Qualification

What makes an appointment qualified

The exact criteria are agreed with you before launch. These are the questions every booked meeting has to answer.

The right person

Someone who owns the problem or has a real say in the decision, not whoever answered the phone.

A confirmed need

The prospect has described a problem or goal your offer addresses, in their own words.

Realistic timing

There is a reason to talk now, or a clear point in the future the prospect has agreed to.

An agreed next step

The prospect knows who they are meeting, why, and has accepted the invitation.

Quality over volume

Call volume vs quality conversations

Both approaches make calls. What they aim for, and what they report on, is very different.

  • Volume-led: Works through a purchased or exported CRM list

    Scion: Builds the list from researched companies and named decision-makers

  • Volume-led: Measures success in dials per day

    Scion: Measures conversations with the right people and qualified meetings

  • Volume-led: Same pitch for every prospect

    Scion: Openers based on what the research found about each company

  • Volume-led: One attempt, then on to the next name

    Scion: Planned follow-up that nurtures interest until the timing is right

  • Volume-led: Books any meeting it can get

    Scion: Books only meetings that meet criteria agreed with you

Packages

Appointment setting is part of every sales package.

Dedicated representatives, research, nurturing, CRM management and weekly reporting, at published starting prices in US dollars.

Sales Launch

$1,390/month

  • 1 dedicated sales representative
  • Recruitment
  • Training
  • Outbound calling
  • Lead qualification
  • Appointment setting
  • CRM management
  • Weekly reporting
  • Campaign management

Sales Growth

Recommended

$2,490/month

  • 2 dedicated sales representatives
  • Recruitment and training
  • Lead preparation
  • CRM management
  • Campaign management
  • Call-quality monitoring
  • Weekly reporting
  • Sales optimisation

Sales Scale

$4,690/month

  • Up to 5 dedicated sales representatives
  • Recruitment
  • Training
  • Sales management
  • CRM administration
  • Outbound calling
  • Appointment setting
  • Call monitoring
  • Reporting
  • Performance optimisation

All prices are in US dollars (USD). Applicable taxes are additional. Campaign setup from $415 once-off.

FAQ

Appointment setting questions

What is B2B appointment setting?

B2B appointment setting is the work of contacting potential business customers, qualifying their interest and booking meetings between them and your sales team. Scion researches companies and decision-makers first, so meetings are with people who can actually buy.

How is this different from a call centre?

A call centre is usually measured on call volume. Our appointment setting is measured on conversations with decision-makers and on the quality of the meetings booked. Representatives are dedicated to your campaign, trained on your offer and managed by Scion.

Who decides what counts as a qualified appointment?

You do. Qualification criteria, such as the prospect’s role, need and timing, are agreed with you before launch and refined as the campaign runs.

What happens to prospects who aren’t ready to meet?

They are nurtured. We keep in touch on an agreed cadence of calls and emails, log every conversation in the CRM, and follow up when their timing changes.

Do you guarantee a number of appointments?

No. Results depend on your offer, market, pricing and timing, which no honest provider can guarantee. We commit to agreed activity, a disciplined process and transparent weekly reporting on conversations and meetings.

How much does appointment setting cost?

Appointment setting is part of our managed outbound sales packages, from $1,390 per month in US dollars for one dedicated representative. Campaign setup is a once-off fee from $415. The final scope is confirmed in a written proposal.

Meetings with the people who decide.

Tell us who you sell to. We’ll show you how we’d research the market and reach the key decision-makers.

International
+1 509 215 9263
South Africa
+27 67 607 9506
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