B2B prospecting and appointment setting
More of the right sales conversations.
We help B2B service businesses find relevant prospects, qualify interest, and book sales appointments. We manage the outreach and follow-up, so you can focus on the conversation and the sale.
- 1
Relevant prospect
Researched against your ideal customer
- 2
Qualified interest
Fit, need, and timing confirmed
- 3
Sales appointment
Scheduled with your team
Why it takes work
Your next customer takes more than a contact list.
Find the right businesses
Research prospects against your services, geography, and ideal customer profile.
Establish real interest
Use personalized outreach and follow-up to understand fit, need, and timing.
Arrange the next conversation
Qualify interested prospects and coordinate appointments with your team.
How it works
A focused process, from research to appointment.
- Step 1
Define a worthwhile opportunity
We agree on your target customers, services, territory, and qualification standards.
- Step 2
Research and reach out
We identify relevant businesses and run an approved outreach campaign.
- Step 3
Qualify and schedule
We handle replies, clarify fit and interest, and arrange appointments.
- Step 4
Review what happened
We track outreach, attended meetings, and the opportunities your team reports back.
We manage
Prospecting, outreach, qualification, and scheduling.
Your team handles
Consultations, proposals, and closing.
Who we help
For B2B services where the right customer matters.
Commercial cleaning
Explore opportunities for qualified site walkthroughs.
Commercial security
Connect with businesses considering cameras, access control, or related installation projects.
Managed IT
Start conversations with companies evaluating outside IT support.
Serve a different business market? We can assess whether the approach fits.
Qualification
Agree on what ‘qualified’ means before outreach begins.
- Right business type and service area
- Relevant need for the service
- Appropriate contact or decision-maker
- Buying timing discussed
- Explicit agreement to an appointment
A contact record or a positive reply alone is not a qualified appointment.
The pilot
Start with a focused pilot.
One service. One target market. Clear qualification standards.
Paid pilots are scoped around your market and the work required. You’ll receive a clear proposal before committing.
Discuss your pilot- Agreed audience and campaign scope
- Approved outreach messaging
- Prospect research and follow-up
- Qualification and appointment coordination
- Weekly progress reporting
- End-of-pilot review
FAQ
Questions worth asking.
Do you guarantee appointments or sales?
No. We agree on the work, qualification standards, and reporting before starting. Results depend on your market, offer, timing, and sales process.
Who closes the sale?
Your team handles consultations, proposals, and closing. We manage the work leading up to the appointment.
Can we approve the messaging?
Yes. We agree on the campaign messaging and qualification criteria before outreach begins.
Do we need new software?
We’ll discuss your existing tools and agree on a practical way to manage scheduling and report results.
What happens after the pilot?
We review the results and decide together whether continuing makes sense. Any ongoing scope and fees are agreed separately.
Contact