What is an Appointment-Setting Company
The main function of an appointment-setting agency is to put sales representatives in touch with the right B2B decision makers. They research and identify a brand’s target ICP, create personalized outreach (both email and phone), and qualify leads for those most likely to convert. They then cultivate relationships with these high-value prospects and educate them on your business’s unique differentiators.
Advantages of Appointment-Setting Firms
When you partner with a top-tier appointment-setting company, you benefit from:
- A dedicated team with expert knowledge
- Proven methodologies and strategies
- Ability to quickly scale up or down
- Personalized outreach messaging at scale
- Increase in qualified meetings
- No additional tech spend
- Lower costs
What Appointment-Setting Agencies are NOT
While appointment-setting companies play many key roles, they are not to be confused with other sales solutions, including:
- Customer service teams
- Strategic consultants
- Marketing agencies
- Automated outreach platforms
- One-size-fits-all lead generation
Types of Appointment-Setting Companies
Depending on your business model, company size, and specific goals, you may want to tailor your appointment-setting agency search to one of these niches:
- Pay-per-appointment lead generation
- Rev share
- Small and Medium-Sized Business (SMB)
- Industry-specific (SaaS, FinTech, Real Estate, etc.)
- Monthly Retainer
18 Best Appointment-Setting Companies for 2026
Now that you have a firm grasp on what appointment-setting firms are and what they do, let’s dive into which ones are the best to partner with to power your business’s growth.
- LevelUp Leads
- Belkins
- CIENCE
- Callbox
- SalesPro Leads
- SalesRoads
- JumpCrew
- UnboundB2B
- OutboundView
- Revit Agency
- Outbound Consulting
- EBQ
- Strategic Sales & Marketing (SMI)
- SalesAR
- By Appointment Only (BAO)
- Virtual Sales Ltd.
- Intelmark
- Curral
*Disclaimer: This list is provided in good faith, using the information available at the date of publication. It is not intended as professional advice. All ‘Trademarks’ are property of their respective owners. We are not endorsed by, directly affiliated with, maintained, authorised, or sponsored by any trademark holder referenced herein.
How B2B Appointment-Setting Agencies Compare
Upon request
Fractional & full-service SDRs, multi-channel outreach, US-based team, built-in tech stack, founder-led
(mid-market tech
& SaaS)
Starts at $8,000/month
CRM integration capabilities, in-house email deliverability platform, SMS messaging
- B2B tech &SaaS
Upon request
AI-powered lead qualification, automated outreach, content syndication
- Various B2B
Upon request
Cold-calling, event marketing, live chat
Leads
B2B (custom programs)
Upon request
Inbound call management, recruitment campaigns
Information Technology
Starts at $9,500/month
List building, outsourced SDR
- Various B2B
Upon request
Email marketing, content marketing, outsourced SDR
Various B2B
Upon request
Account-based Marketing, demand generation
HR (exclusively)
Upon request
Pay-per-lead list building
Business consulting, marketing & advertising, SaaS, IT
Upon request
Pay-per-appointment lead generation
SMBs
Custom quotes for 4, 6, and 12 months
Founder-led
- Various B2B
$10,000 per month per person
Sales outsourcing, email marketing, cold calling
Sales & Marketing
- Enterprise B2B
Upon request
SEO, customer satisfaction survey services, focus on long-cycle B2B segments
(tech, global enterprise)
Upon request
Direct marketing, telemarketing, strict anti-spam practices
Appointment Only
B2B (tech)
Upon request
Market research, GTM strategies, performance-based pricing
IT & Tech
Starting at £1,995 per month ($2,622 per month)
Database development services, telemarketing, UK-based project managers
Various B2B
Upon request
Customer retention, data cleanup, customized calling campaigns
B2B (SaaS & tech)
Upon request
On-site SDR teams in London & Dubai; performance-based payment plan; extensive reporting portal
Upon request
Fractional & full-service SDRs, multi-channel outreach, US-based team, built-in tech stack, founder-led
5.0
Various B2B (mid-market tech & SaaS)
Starts at $8,000/month
CRM integration capabilities, in-house email deliverability platform, SMS messaging
4.9
B2B tech &SaaS
Upon request
AI-powered lead qualification, automated outreach, content syndication
4.3
Various B2B
Upon request
Cold-calling, event marketing, live chat
4.6
B2B (custom programs)
Upon request
Inbound call management, recruitment campaigns
4.9
Information Technology
Starts at $9,500/month
List building, outsourced SDR
4.9
Various B2B
Upon request
Email marketing, content marketing, outsourced SDR
4.6
Various B2B
Upon request
Account-based Marketing, demand generation
4.9
HR (exclusively)
Upon request
Pay-per-lead list building
4.9
Business consulting, marketing & advertising, SaaS, IT
Upon request
Pay-per-appointment lead generation
5.0
SMBs
Custom quotes for 4, 6, and 12 months
Founder-led
n/a
Various B2B
Various B2B
Sales outsourcing, email marketing, cold calling
4.8
Enterprise B2B
Upon request
SEO, customer satisfaction survey services, focus on long-cycle B2B segments
4.7
Various B2B (tech, global enterprise)
Upon request
Direct marketing, telemarketing, strict anti-spam practices
4.9
B2B (tech)
Upon request
Market research, GTM strategies, performance-based pricing
n/a
IT & Tech
Starting at £1,995 per month ($2,622 per month)
Database development services, telemarketing, UK-based project managers
4.8
Various B2B
Upon request
Customer retention, data cleanup, customized calling campaigns
4.8
B2B (SaaS & tech)
Upon request
On-site SDR teams in London & Dubai; performance-based payment plan; extensive reporting portal
5.0
How to Choose the Best Appointment-Setting Company for Your Business
When it comes time to vet your top appointment setting company picks, not only should you check out their reputation via their reviews and case studies, you should also ask these essential questions.
- Do you specialize in any particular industry or niche? What are your SDRs most experienced in?
- What does your outreach process look like? Can you walk through it step-by-step?
- How do you handle lead qualification to ensure the highest quality prospects?
- How do you optimize your appointment-setting strategies?
- What does your tech stack look like? What integrations do you support?
- How do you communicate with clients? What is the hand-off process like between your appointment-setting team and our sales team?
- What are your reporting capabilities? What metrics do you track?
- How do you ensure a positive ROI for clients?
- What past successes are you most proud of?
5 Signs You’re Working with the Wrong Appointment-Setting Company
If you’re already working with an outsourced appointment-setting firm and are wondering why you aren’t getting the results you expected, it could be due to a bad fit or ineffective strategies. Here are some warning signs to look out for when finding an appointment-setting agency to partner with:
- Sub-par lead qualification process
- Values quantity over quality
- Lacks understanding of your industry
- Poor communication
- No way to track results
Outsourced Appointment Setting FAQs
How is B2B appointment setting different from lead generation?
Lead generation is more general than appointment setting. With B2B appointment-setting services, the focus is on booking confirmed appointments with decision makers in your target ICP. B2B lead generation’s goal is simply to provide potential customers for further nurturing. While lead generation is top-of-funnel, appointment setting is mid-to-bottom funnel.
Which should I choose: lead generation or appointment setting?
Whether to enlist the help of a lead generation agency or an appointment-setting firm comes down to your business’s unique needs and goals. Appointment-setting services are best for companies with high-ticket offerings that require a more personalized sales approach. Lead generation companies are best for businesses looking to more broadly fill their sales pipelines or build brand awareness.
What kinds of results should I expect from appointment-setting services?
Key metrics to track when partnering with an appointment-setting agency include conversion rate, cost per appointment, show rate, and number of appointments set. The exact results will depend on your specific market and target ICP.
Is in-house or outsourced appointment-setting better?
There is no “best” way to handle appointment setting. What works for your company may not be successful for another. In general, outsourced appointment-setting agencies are helpful if your internal resources are maxed out or if your sales team lacks the expertise or tools needed to attract high-quality prospects. The best appointment-setting companies can also help accelerate your sales cycle and help you scale your business faster.
