Appointment Setting Services for B2B Tech
Book more of the right meetings. We identify and engage decision‑makers in your ICP, run multi channel plays, qualify to your criteria, and hand off with calendar invites and context—so your AEs spend time closing. New to appointment setting? Read our comprehensive guide to B2B appointment setting, or explore our detailed guides on appointment setting services and outsourced SDR advantages.
Global service delivery with specialized expertise in technology markets. Read our success stories for AI platforms and SaaS solutions.
Ramp in 2–3 weeks
Messaging, targeting, tech setup
Decision‑makers only
Qualified by agreed criteria
Multichannel plays
Phone • Email • LinkedIn
AU & UK coverage
Align to buyer time zones
How Our Appointment Setting Works
A simple, accountable flow focused on meeting quality and conversion. According to Gartner research, B2B buyers spend only 17% of their time meeting with potential suppliers. Our process ensures you maximize every opportunity. Research from Salesforce's State of Sales shows that high-performing teams are 2.8x more likely to use dedicated appointment setting.
1) Targeting & Messaging
Define ICP, personas, and qualification. Craft value‑led messaging and call/email/LinkedIn cadences.
2) Prospecting & Sequencing
Build clean lists and run multichannel outreach with testing for subject lines, hooks, and CTAs.
3) Qualification & Scheduling
Confirm fit and intent. Book to your calendar with context, discovery notes, and next steps.
4) Reporting & Optimisation
Weekly reporting on activity, responses, meetings, and learnings; iterate to lift meeting quality.
Who We Book Meetings With
Examples of decision‑makers and influencers we routinely engage.
Industry‑Specific Messaging
We tailor messaging and qualification to the realities of each market.
Cybersecurity
CISO, Risk, Security Architecture buyers with compliance drivers.
Health Tech
Provider, clinical, and IT decision‑makers, HIPAA‑aware outreach.
Custom Software
CTO/Engineering leadership evaluating delivery partners.
Managed IT Services
Business owners, CFOs, and IT leaders seeking reliable providers.
Is Appointment Setting Enough?
For many teams, appointment setting is the fastest path to pipeline. If you need broader SDR capacity, see Outsourced Sales Development or a fully managed model via SDR as a Service.
Why UpliftGTM for Appointment Setting
Outsourced appointment setting built for B2B technology buyers and longer, more complex sales cycles.
- Qualified Meetings
- We book meetings with verified decision-makers who match your ICP.
- Multichannel Outreach
- Email, LinkedIn, and phone sequences tuned for your buyers.
- Rigorous Qualification
- Budget, authority, need, timing—so your AEs spend time closing.
- Seamless Handoffs
- Calendar invites, context, and CRM updates—no dropped leads.
- Transparent Reporting
- Weekly reporting on outreach, responses, meetings, and SQLs.
Frequently Asked Questions
What industries do you support?
+
B2B technology—SaaS, cybersecurity, infrastructure, AI/ML, health tech, MSPs, and custom software.
Which channels do you use?
+
Email, LinkedIn, and phone. We test cadences and double down on what converts for your ICP.
How fast can we start?
+
Typically 2–3 weeks for onboarding, messaging, targeting, and tech setup.
How are meetings qualified?
+
We align on qualification criteria, capture discovery notes, and schedule with the right stakeholder(s).
Who do you book meetings with?
+
Common titles include C‑level (CEO, COO, CTO, CIO, CISO), VP/Director (IT, Security, Engineering, Operations), and business owners for SMB and mid‑market. We agree target personas with you before launch.
What happens with no‑shows or reschedules?
+
We handle rescheduling and re‑engagement. No‑show outcomes are tracked, and we refine targeting/cadence to protect meeting quality.
Do you integrate with our CRM and calendar?
+
Yes. We integrate with your calendar and CRM for invites, notes, and attribution. Handoffs include context and next steps.
Is outreach compliant?
+
Yes. We follow applicable email/telecom and privacy guidelines (e.g., CAN‑SPAM/GDPR where relevant) and maintain clean data practices.
What You Get
Everything needed to turn outbound into qualified meetings your AEs can close.
Sample Qualification Framework
We align on what a qualified meeting means for you, then enforce it consistently.
- Problem/Pain confirmed
- Fit to ICP (industry, size, tech stack, region)
- Right persona involved (decision‑maker/influencer)
- Timeline/priority captured
- Next step agreed (discovery/demo/Pilot discussion)
- Key context documented in CRM
KPIs & Reporting
We measure what matters and iterate toward higher meeting quality and conversion. According to Bridge Group research, companies with rigorous SDR metrics see 28% higher win rates. Learn more in our guide to GTM metrics that matter.
Tech & Compliance
We integrate with your stack and follow good‑faith outreach and data practices.
- CRM: Salesforce, HubSpot (notes, attribution, handoffs)
- Engagement: sequences and call/email tracking
- Data enrichment & validation to reduce bounce and bad fit
- Respect for regional regulations (e.g., CAN‑SPAM/GDPR context)
Useful research: Salesforce State of Sales and The Bridge Group SDR Metrics.
Case Studies & Resources
See how we turn outbound into qualified pipeline, and learn the plays we use.
Related Services
If you need broader SDR capacity or enablement alongside appointment setting, explore these options.
Ready to Book More Meetings?
Schedule a free consultation to see how our appointment setting drives predictable pipeline.