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Hire Top 1% Agents & Start Booking More Appointments For Your Company

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Some Of Our

Appointment Setting Clients

Serving Over 2,000+ Happy Clients!

Stealth Agents
Based on 73 reviews
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Chris HessChris Hess
20:27 02 Apr 24
I've worked with Stealth Agents on a couple of campaigns. Their team is always respectful and work hard to deliver on the desired outcome. We pivoted a few times based on needs in the market and I was appreciative of their flexibility and desire to go above and beyond.
Shane OliveiraShane Oliveira
18:06 27 Dec 23
Top of the line company. Anyone looking for a Virtual Assistant should definitely work with Stealth Agents. Great communication and great work. 10/10 highly recommend.
Tyler AndrewsTyler Andrews
13:53 29 Nov 23
I had a wonderful experience working with Stealth Agents! I hired them to help with some operational task management and they performed wonderfully. They placed me with a very determined and hardworking assistant who took the time to understand the job in front of her and she worked diligently throughout her time with me. I will certainly recommend Stealth Agents and will continue to use them as the needs arise!
Dwight PowellDwight Powell
20:18 22 Nov 23
I have been working with Thea and Wilchel at Stealth Agents for a while now and I am very pleased with the quality of their work. Always responsive and professional. I hope we will have a long and productive relationship.
Vince BellittoVince Bellitto
21:12 20 Nov 23
GREAT and friendly service. I felt really cared for and work was promptly done in a professional manner. Chelle Zdguzman is a rockstar with excellent communication and she does great social media story editing and creation. I feel confident she can do anything she's tasked with and do well. She shows quick learning, adaptability, creativity, and timeliness 100%. Thank you so much!! 💖
Judson OsbonJudson Osbon
01:27 31 Oct 23
Hiring a virtual assistant through Stealth Agents was definitely one of the best business decisions I made in 2023. I have had my VA on for approximately 4 months now and I know for sure this is a long term hire. He checks in with me daily at the start time and gets to work on the tasks I have assigned. It is fantastic to have someone this talented handling my social media and CRM all at a very reasonable rate. Always ready to handle a new challenge when I bring up a new task and always willing to learn. I am still learning myself how to utilize my VA and which tasks I can turn over to him but so far i’ve definitely been impressed with the quality of work and plan to keep him on a long time.
LeMc PattersonLeMc Patterson
00:01 30 Oct 23
I am excited about the working relationship my company and my Stealth VA is developing. Stealth has brought tools and personnel to the conference table for improved processes as well as skills to perform a growing number of tasks. I am looking forward to a continuous prosperous working relationship.
Regina SpruillRegina Spruill
19:17 26 Oct 23
Cindy Claire has been easy to work with and very knowledgeable. I appreciate the fact that she is able to give great advice that will help promote my items and bring in sales. She is the best person to work with Hands down!!

Appointment Setting Services

You know that time is your most valuable asset. Every moment you spend on tasks like appointment setting and follow-up calls takes away from the time you can spend growing your business. If you want to increase your sales with a setter, that’s where appointment setting services come in.


With an appointment setting service, you can delegate the entire process of scheduling appointments to a team of professionals who specialize in this task. This not only saves you time, but it also ensures that your appointments are set efficiently and effectively.

Get started as quickly as 24 hours

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Happy Customers

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My experience with Stealth Agents thus far has been 1st Rate!! They make it easy to work with them and are committed to my Goals and Outcomes. Taking advantage of their Highly Skilled agents has been a vital part of Scaling my Business without having to Develop Train personnel. In fact, at this time I'm planning to expand and Stealth Agents WILL BE INVOLVED!!!

Hire Top 1% Appointment Setters

According to Zipppia’s appointment setter statistics

54% of all appointments made online are by appointment setters!

As a top virtual assistant company, Stealth Agents only hires the best of the best. Our rigorous selection process ensures that we hire just 1 out of 140 applicants. 

We have handpicked and trained the top 1% of agents to provide you with the best appointment setting services. Our agents are experienced, professional and ready to take on the task of scheduling appointments for your business.

But why should you choose our appointment setters over others? We hire only the top 1% experienced appointment setters in the industry. This enables them to effectively communicate with your potential clients and set up appointments that have a high chance of converting into sales.

Appointment Setting Industries We Serve

  1. Patient Scheduling – We can handle all aspects of scheduling patient appointments, from booking initial appointments to regular follow-ups and rescheduling as needed.


  1. Insurance Verification – We understand the importance of verifying insurance coverage before appointments to avoid any billing issues later on. Our team will work with patients to ensure all necessary information is collected and verified.


  1. Appointment Reminders – To minimize no-shows and last-minute cancellations, we can send out appointment reminders via phone, email, or text message to patients.


  1. Referral Coordination – For specialist appointments or referrals from other healthcare providers, we can handle the coordination and scheduling on behalf of the patient.


  1. Appointment Tracking – We keep track of all upcoming appointments and provide regular updates to both the healthcare provider and the patient to ensure everyone is on the same page.


  1. Appointment Rescheduling – Our team can handle all rescheduling requests from patients, making sure they are accommodated as efficiently as possible.


  1. Follow-up Scheduling – We can also assist in scheduling follow-up appointments for patients after procedures or treatments, ensuring continuity of care.


  1. Cancellations and Waitlist Management – We can manage last-minute cancellations and waiting lists for appointments, ensuring that any open slots are filled in a timely manner.


  1. Appointment Confirmations – To avoid confusion or missed appointments, we can send out appointment confirmations to patients, including all necessary details such as time, location, and any required paperwork.


  1. Customized Appointment Setting Solutions – We understand that every healthcare provider may have different needs and preferences when it comes to appointment setting. That’s why we offer customized solutions to meet the specific requirements of each client.

We offer various services that cater to the needs of law firms, attorneys, and other legal professionals. Our goal is to help streamline your appointment scheduling process so that you can focus on providing high-quality legal services to your clients.

Here are some of the services we can offer for legal appointment setting:


  • Scheduling Appointments: We can schedule appointments for your firm based on your availability and preferences. Our team is well-equipped to handle a large volume of calls and emails, ensuring that each appointment is booked accurately.


  • Confirmation Calls: We understand that missed appointments or no-shows can be a major inconvenience for legal professionals. To avoid this, we can make confirmation calls to your clients to remind them of their upcoming appointment.


  • Rescheduling Appointments: In case a client needs to reschedule their appointment, we can handle the process smoothly and efficiently. Our team will work closely with you to find a new suitable time slot for the client and update all necessary parties.

Our goal is to provide top-notch services that will not only save time but also increase patient satisfaction and retention rates.

Here are some of the services we can offer for dental practice appointment setting:


    • Scheduling Appointments: Our team of skilled virtual assistants can efficiently schedule appointments for your dental practice. We understand the importance of maintaining a balance between new and existing patients, while also ensuring that appointments are spaced out appropriately.
    • Appointment Reminders: We can send timely reminders to your patients via phone call, text message or email to ensure they don’t miss their appointment. This will not only reduce no-shows but also improve patient satisfaction.
    • Patient Follow-Ups: Our team can handle follow-up calls to patients after their appointments to gather feedback, address any concerns and schedule future appointments. This will help in building a strong relationship with your patients and improving overall patient experience.
    • Appointment Rescheduling: In case of any last-minute changes or cancellations, we can handle the task of rescheduling appointments to avoid any inconvenience for both your dental practice and patients.
    • Virtual Receptionist Services: Our virtual assistants can act as a receptionist, handling incoming calls from patients and scheduling appointments on your behalf. This will ensure that all calls are answered promptly, even during busy periods.
    • Patient Database Management: We can help in maintaining an updated and organized patient database, making it easier to schedule appointments and send reminders. This will also enable you to track patient history and preferences for a personalized experience.
    • Appointment Confirmation: We can confirm appointments with patients a day before their scheduled visit, ensuring that they have all the necessary information and reducing any last-minute confusion.
    • 24/7 Availability: Our team is available 24/7, allowing patients to schedule appointments at their convenience. This will also ensure that no appointments are missed due to after-hours or weekend requests.

As a virtual assistant company, we understand the importance of efficient and effective appointment setting. This is especially vital in the HVAC industry, where scheduling and keeping appointments can have a direct impact on customer satisfaction.


Our team of highly trained virtual assistants are well-versed in HVAC appointment setting and can offer a range of services to assist you in managing your appointments. Some of the services we offer specifically for HVAC appointment setting include:


  • Scheduling initial consultations: Our virtual assistants can handle the entire process of scheduling initial consultations with potential clients. This includes finding a convenient time, confirming the appointment, and sending reminders to both parties.


  • Managing follow-up appointments: We understand that follow-up appointments are crucial in the HVAC industry, whether it’s for maintenance or repairs. Our virtual assistants can ensure that follow-up appointments are scheduled promptly and efficiently.


  • Handling rescheduling and cancellations: We know that unexpected situations can arise, leading to the need for rescheduling or cancellation of appointments. Our team can handle these changes professionally and communicate them to all parties involved.


  • Sending appointment reminders: Our virtual assistants can send timely reminders to both you and your clients, ensuring that appointments are not missed or forgotten. This helps in reducing no-shows and keeping your schedule on track.


  • Coordinating with technicians: Our team can also coordinate with your HVAC technicians to ensure that appointments are scheduled based on their availability. This eliminates the chances of double booking or scheduling conflicts.

Here is a list of potential services that we can offer for insurance appointment setting:


  • Qualifying leads and determining if they are a good fit for your insurance company


  • Setting up appointments between potential clients and your agents


  • Following up with leads to ensure that they attend their scheduled appointments


  • Updating client information in your CRM


  • Providing personalized email and phone communication with potential clients


  • Managing and scheduling follow-up appointments for clients who are not ready to commit immediately


  • Working closely with insurance agents to understand their specific needs and preferences when setting appointments


  • Conducting market research to identify and target potential clients in your desired demographic


  • Creating comprehensive reports on appointment setting progress and success rates.

Let your real estate appointment setter help you close, sell or buy more houses.


  • Scheduling Showings and Open Houses: Our virtual assistants can help you schedule showings and open houses with potential buyers. We understand that your time is valuable, so let us handle the logistics while you focus on selling properties.
  • Appointment Reminders: No more missed appointments or double bookings! Our virtual assistants will send reminders to both you and your clients, ensuring that all scheduled appointments are kept.
  • Lead Follow-up: Our team can take care of following up with leads and scheduling initial consultations for potential buyers. This will help you stay on top of new leads and convert them into loyal clients.
  • Client Database Management: We understand the importance of maintaining a clean and organized client database. Our virtual assistants can assist with updating and managing your client information, making it easier for you to stay in touch.
  • Prospecting Support: Let our team handle the time-consuming task of prospecting for new clients. We can help you identify potential leads and schedule appointments to discuss their real estate needs.
  • Multiple Listing Service (MLS) Updates: Keeping up with MLS updates can be a daunting task for busy real estate agents. Our virtual assistants can provide timely and accurate updates to your listings, ensuring that potential buyers have the most up-to-date information.
  • Social Media Management: In today’s digital age, having a strong social media presence is crucial for real estate agents. Our team can assist with managing your social media accounts and scheduling posts to promote your listings and services.
  • Email Management: Our virtual assistants can help you stay on top of your inbox, responding to emails and scheduling appointments as needed. This will allow you to focus on more important tasks and provide better customer service to potential clients.
  • 24/7 Availability: With our virtual assistant services, you can have peace of mind knowing that there is always someone available to handle your appointment scheduling needs. Whether it’s early morning or late at night, our team is dedicated to providing prompt and reliable service.
  • Customized Services: At our virtual assistant company, we understand that every real estate business is unique. That’s why we offer customized services based on your specific needs and preferences. Let us know what you require, and we will tailor our services to suit your business.

For eCommerce businesses, appointment setting becomes even more important as it directly impacts sales and revenue. With our expertise in this area, we offer a range of services specifically tailored to meet the needs of eCommerce companies. Some of these services include:


  • Lead Generation: We help identify potential customers for your eCommerce business through various tactics such as market research, targeted advertising, and data mining.


  • Email Marketing: We can also assist with email marketing campaigns, sending out personalized and targeted emails to potential customers to generate interest in your eCommerce business and schedule appointments.


  • Follow-Up Calls: We understand the importance of following up with potential leads. Our team can make follow-up calls to remind prospects of scheduled appointments, answer any questions they may have, and further nurture the relationship.


  • Appointment Scheduling: Our team can efficiently manage your appointment scheduling process, ensuring that all appointments are set up in a timely manner and with all the necessary information provided to both parties.


  • CRM Management: We can also assist with managing your customer relationship management (CRM) system, ensuring that all leads and appointments are properly tracked and followed up on.

Let us help you with your IT appointment setting so that you can grow your client base.


  • Following up with leads to confirm appointments and gather necessary information
  • Providing detailed reports of all scheduled appointments, including client information and meeting details
  • Handling rescheduling requests or cancellations when needed
  • Conducting demographic research to identify new potential clients in the IT services industry
  • Maintaining a database of contacts and updating information as needed
  • Providing email and phone support for any inquiries or concerns regarding appointments
  • Coordinating with sales representatives to ensure smooth handoff of leads and appointment details
  • Utilizing CRM software to efficiently manage all aspects of the scheduling process
  • Implementing personalized strategies to effectively reach potential clients
  1. Lead Generation: We can help you find potential clients in the construction industry through targeted marketing strategies and outreach efforts.


  1. Email Marketing: We can design and send compelling emails to targeted lists of potential clients, promoting your construction company and its services.


  1. Social Media Management: We can create and manage social media accounts for your construction business, engaging with potential clients and promoting your services.


  1. Follow-Up Services: Our team can follow up with potential clients who have shown interest in your construction services, ensuring that no potential lead falls through the cracks.


  1. Appointment Scheduling: We can handle all aspects of appointment scheduling, from finding convenient times for both parties to confirming appointments and sending reminders.


  1. CRM Management: Our team can use customer relationship management software to keep track of all appointments and interactions with potential clients, ensuring efficient communication and follow-up.

Below is a list of services that we can provide specifically for coaching appointment setting:


  1. Scheduling Appointments: Our virtual assistants can handle all aspects of scheduling appointments for your coaching sessions. They will liaise with clients to find a suitable time and date, send out meeting invitations, and keep you updated on your schedule.


  1. Appointment Reminders: We understand that life gets busy, and sometimes appointments slip our minds. That’s where we come in – our team can send out timely reminders to your clients to ensure they never miss a session with you.


  1. Calendar Management: Our virtual assistants can take over the management of your calendar, making sure it is always up-to-date and accurate. This includes scheduling breaks between sessions, setting up recurring appointments, and blocking off time for personal or administrative tasks.


  1. Lead Generation: Our team can assist with lead generation for your coaching business by reaching out to potential clients and setting up appointments for you. This will help expand your client base and free up more time for you to focus on coaching.


  1. Client Follow-Ups: We understand the importance of maintaining a good relationship with clients. That’s why our virtual assistants can follow up with your clients after appointments, ensuring they are satisfied with your services and addressing any concerns they may have.


  1. Handling Cancellations and Rescheduling: Life happens, and sometimes clients need to cancel or reschedule appointments. Our virtual assistants can handle these situations, finding a suitable alternative time for both parties and keeping you in the loop.


  1. Managing Virtual Appointments: With the rise of virtual coaching sessions, our team can take care of all the arrangements for your online meetings. This includes setting up video conferencing platforms and sending out meeting links to clients.

Why Clients

Love Our Appointment Setters

Real time stats

See the number of calls both inbound and outbound in real time by the minute! See your numbers any time!

Amazingly responsive

Your team will be extremely responsive with any requests that you will make with adjustments in real time.

Top 1% Vetted Agents

We ensure that you’re getting the top English speaking appointment setters that can converse with Americans!

Campaign Manager

You will also receive a campaign manager free of charge to ensure agent’s performance and KPIs are met.

Optimized Sales

With our performance improvement plan (PIP), the goal is to continually improve and optimize performance!

Reach Your Sales Goals

Let us help you reach your sales goals and scale your operation with our appointment setters today!

Our Clients Love Our Appointment Setters

1 - Excellent Communication Skills

Our appointment setters have excellent communication skills. This includes both verbal and written communication, as they will be interacting with potential clients over the phone, email, or through other means. A great appointment setter should be able to communicate clearly and effectively to convey the value of the product or service being offered.

2 - Strong Organizational Skills

Our Appointment setters have to manage a lot of information, from client details to scheduling appointments. This requires strong organizational skills to ensure that all information is properly logged and easily accessible when needed. A well-organized appointment setter can handle a high volume of calls and appointments without getting overwhelmed.

3 - Good Listening Skills

Our appointment setter are also good listeners. By actively listening to potential clients, they can understand their needs and tailor the conversation accordingly. This helps build rapport and increases the chances of securing an appointment.

4 - Ability to Handle Rejection

Not every call will result in a scheduled appointment. It’s important for an appointment setter to have a thick skin and not take rejection personally. Instead, they should use it as an opportunity to learn and improve their approach for future calls.

5 - Persistence and Resilience

Appointment setting can be a challenging task, and not every call will go smoothly. A great appointment setter needs to have persistence and resilience to handle setbacks and keep pushing forward. They understand that each rejection brings them one step closer to a successful appointment.

6 - Friendly and Positive Attitude

A friendly and positive attitude can go a long way in appointment setting. Potential clients are more likely to schedule an appointment with someone who is enthusiastic and positive about the product or service being offered. It also helps build a good first impression, making it easier to establish rapport and secure appointments.

Our Pricing Packages

Gold Package
Virtual Assistant
(Sales Person)

$ 400
Per Week
  • Nurture Leads | CRM Management | Client Relationship | Sales
  • $10 Per Hour
  • 3-5+ Years Experience

Diamond Package
Virtual Assistant

$ 480
Per Week
  • Operations Management | Systems & Processes | Task Management
  • $12 Per Hour
  • 5-10+ Years Experience

Appointment setters are the ones in charge of ensuring that businesses stay busy and profitable. They work with appointment schedulers to find a time slot for a customer’s appointment, then they will call or email them to confirm their appointment.

The appointment setter will then make sure that the customer knows where they need to go, and what they should bring. They may also be in charge of making follow-up calls or emails after an appointment has been completed for a variety of reasons, including reminding customers about overdue balances or appointment cancellations.

Appointment setters are crucial to any business because without them there would not be anyone who could fill the gap when someone is absent from their position as an appointment scheduler. Without appointment setting positions being filled by staff members, many businesses would have no one left to handle these tasks!

You want appointment setters that are going to be reliable and available when you need them. When hiring a freelance appointment setter, make sure your appointment setter is organized, detail oriented, energetic, good with people and telephones. Avoid appointment setters who don’t show up for their scheduled appointments or phone calls on time. The best way to find out if someone’s a good fit as an appointment setter is by observing how they handle the initial contact – whether in person or over the phone – with prospective clients about scheduling services like yours.

Be sure appointment setters are knowledgeable about your company and the services you offer. They should be able to answer general questions with out having to consult a manual or website for information. The appointment setter needs to know every detail of your business, including names, locations, pricing, products/services offered and contact information in case there is any need for an appointment cancellation notification – as well as being familiar with all applicable local regulations governing businesses like yours. When hiring new appointment setters, don’t forget that they must have excellent customer service skills- even if it’s just over the phone.

It might take some time but when looking for appointment setting help hire someone who will understand what’s needed from them on behalf of the company and be able to handle all of their appointment setter duties with ease.

Don’t forget that appointment setting is a job in itself! The person you hire as an appointment setter must have excellent customer service skills, even if it’s just over the phone. After all, they are representing your company when scheduling appointments for prospective clients – so make sure they know how to answer questions about pricing, products/services offered and contact information in case there is any need for appointment cancellation notification-as well as being familiar with local regulations governing businesses like yours. You want someone who will represent your business at its best without ever forgetting what’s important: quality customer service by knowledgeable people!

Appointment setters are a vital part of any outbound sales team. They’re responsible for reaching out to prospective customers and setting an appointment that leads to either a sale or no-sale at the end of the appointment. But what makes an appointment setter successful? There are five tips they need to follow in order to be effective!

First, it is important that you always use your best voice when talking on the phone with potential clients. When you speak clearly and confidently, prospects will know that you want their business and can help them get more opportunities in life. The second tip is not skipping over details when explaining features or benefits of products or services offered by your company. Prospects often ask questions so don’t be intimidated. Third, it’s important that appointment setters don’t get discouraged when they call a prospect and are told no thanks or the appointment is not available on their calendar.

Fourth, appointment setters need to work with sales reps to learn more about potential clients so they can better anticipate what types of products, services, features and benefits might interest them most. Fifth, following up with past customers after an appointment should always go without asking for anything in return from them at first contact point – you never know who will end up becoming your next customer!

One of the most important parts of appointment setting is scheduling prospective clients. Prospective client schedules are best approached by thinking about who they will be meeting with and when – not just what day or time works for them. Once you have an idea, call to schedule that appointment and make sure the person you’re speaking to has all pertinent information: date, time, name of company being visited, location (including city), contact info if there’s a phone number on their website (or other online presence). It might sound like overkill but it saves tons of back-and-forth trying to figure out which one your prospect wants!

If someone from your office takes care of calls before hand then this part can go pretty quickly; otherwise it’s better to have your appointment setter make the call themselves. There are some great appointment setting templates out there that can be downloaded and used for free!

The key is just being prepared so you don’t leave anything up in the air or get off-track while on a phone appointment with someone who might not want to talk about whatever it was they were supposed to meet with you about anyway. It also helps minimize any errors when scheduling appointments – nobody likes showing up at an appointment only to find they’re either too early, late, or even put into the wrong location because of confusion over which one their appointment should take place in.

If we look back at our earlier example where we scheduled a meeting between two people from company A and company B, then we’ll need to make sure that the appointment setter has all of this information.

Then if there’s someone who can take care of calls before hand you could say “Please schedule an appointment for Jane with Person X on Thursday at 11am,” or “please reschedule John’s appointment because his flight was cancelled.” But when doing one over the phone yourself just use your best judgement as far as what needs to go in the appointment.

There are many ways to set appointments, but knowing what information you need before calling and how all that info should be communicated can make a huge difference in the success of your appointment setting process!

A lot of sales people and appointment setters ask, “Can appointment setters get me customers?” The answer is yes. But in order for your appointment setting to be successful you must have three things: a compelling value proposition, an attractive offer or package that sets the customer apart from competitors with similar products/services, and good follow up by phone or email after each contact.


· A compelling value proposition – provide out how your product or service satisfies their needs

· An attractive offer or package that sets the customer apart from competitors with similar products/services


· Good follow up by phone or email after each contact


The appointment setter’s job is to get appointments for the sales person. They can’t sell anything themselves, but they are helping by setting up meetings that a salesperson would not have been able to do on their own. Though appointment setters may be responsible for calling people and arranging interviews or showings, appointment setters don’t need to be skilled with public speaking or selling as long as they know how to present information about your company in an organized way.


Appointment Setters should think of themselves more like customer service representatives than door-to-door salesman when it comes down to getting customers into stores so you’re business has lots of repeat visitors!  


A good appointment setter will make sure that every potential client is treated with the same attention and care.


Appointment setters are often seen as a last resort when it comes to getting new customers, but appointment setters can be an integral part of your business’s success if they’re given enough training in what is needed for repeat visits!


Can Appointment Setters Get Me Customers? Yes, appointment setting does work and appointment setter should have three things: compelling value proposition; attractive offer or package that sets customer apart from competitors with similar products/services; good follow up by phone or email after each contact. The appointment setter’s job is not to sell anything themselves only help sales person by arranging appointments they couldn’t do on their own. A good appointment maker will make sure potential client is treated with same attention and care.

Appointment Setters can be integral part of business success if they’re given enough training in what is needed for repeat visits!

Appointment setters are professionals who work on appointment setting. They’re typically responsible for making sure a company has enough qualified leads to take care of the client’s needs.

What appointment setters do:

Get in touch with potential customers and ask them about their availability, during which they’ll also offer more information about what products or services may be able-to help solve their problem.

Follow up if there is no response on the first contact to see if any appointment can be scheduled at that point before proceeding to make new contacts again. If so, then follow up after the appointment was made as well for feedback from both parties involved (the customer and your company).

For eCommerce businesses, appointment setting becomes even more important as it directly impacts sales and revenue. With our expertise in this area, we offer a range of services specifically tailored to meet the needs of eCommerce companies. Some of these services include:


  • Lead Generation: We help identify potential customers for your eCommerce business through various tactics such as market research, targeted advertising, and data mining.


  • Email Marketing: We can also assist with email marketing campaigns, sending out personalized and targeted emails to potential customers to generate interest in your eCommerce business and schedule appointments.


  • Follow-Up Calls: We understand the importance of following up with potential leads. Our team can make follow-up calls to remind prospects of scheduled appointments, answer any questions they may have, and further nurture the relationship.


  • Appointment Scheduling: Our team can efficiently manage your appointment scheduling process, ensuring that all appointments are set up in a timely manner and with all the necessary information provided to both parties.


  • CRM Management: We can also assist with managing your customer relationship management (CRM) system, ensuring that all leads and appointments are properly tracked and followed up on.

Inbound sales is where you make your appointment setter’s job a lot easier by directing them to the right person in your company. For example, if they are calling about an HR issue and you have an HR team that handles those issues, then transfer the call to that department instead of just giving them someone from general customer service. Inbound sales also includes following up with people who called but didn’t reach anyone for whatever reason. Make sure these customers know what’s going on or let them know when someone will be available to speak with them so they don’t feel like their time was wasted or ignored. And finally, offer some little thing as a token of appreciation such as sending over literature for something specific related to their inquiry.

Inbound calls can be time-consuming and frustrating, but they’re a necessary evil. Outbound appointment setters are often needed to call clients who have recently signed up for an appointment or called in with questions about their account. The best way outbound appointment setters may differ from other types of agents is the need for empathy. Some of these customers will not yet know what type treatment they’ll receive so it’s important that you ask them if there is anything specific they want discussed before making the appointment. For example, if someone has just been diagnosed with breast cancer then this would be a good thing to talk about when setting up an appointment as opposed to simply looking at available times on your calendar and choosing one based on availability.


The appointment setter should also focus on making the appointment convenient. The customer may not know what times work best so it’s worth asking them which days and hours are available to see if there is something that works better than others. When scheduling appointments, it can seem like you’re just trying to find any opening in your schedule but you want to make sure this isn’t an inconvenience for the client as well because remember — these people usually call after being diagnosed with breast cancer! So finding appointment slots shouldn’t even feel like a job at all because of how important it is for us to take care of their needs and provide excellent service.


But before setting up the appointment, it’s important that the appointment setter gets all of the information about what type of appointment they need. For example: a person may have been diagnosed with breast cancer and is looking for an appointment to get their mammogram on Wednesday at 12pm but you only offer appointments from Monday-Friday at various times then this would be a perfect opportunity to suggest something different! If you don’t provide those types of services or if there isn’t another location nearby than we can work together to find one that fits their needs.


When setting up initial consultations, I’ve found myself asking questions like “What treatments are you interested in?”, “How many people will be coming?” and even just talking about how someone might feel before meeting my staff for the first time.


We want to make sure that appointment setters are an integral part of our team and we’re looking for people with excellent communication skills, empathy, and a willingness to be flexible. But there’s always more information you can learn about appointment setting so take some time today to read through this article or contact us at Stealth Agents if you have any questions!