The World’s Best Appointment Setting Companies
It might be really challenging not to get lost in the myriads of options that modern email marketing and appointment setting companies offer in today’s business environment.
We decided to help you make a choice and came up with a list of essential criteria that describe a reliable business partner.
You should pay attention to a number of specific factors to determine whether a particular agency is a good fit.
First, look at the types of services a firm provides. As a rule, the best appointment setting companies do the following:
- call services designed for outside sales;
- telemarketing;
- email, content, and LinkedIn marketing;
- optimization of conversions;
- qualifying leads;
- acquiring and nurturing clients;
- search engine optimization & SMM.
Appointment setting agencies will do their best to fulfill your business requirements. Their roles are somewhat intertwined with lead generation companies, so it is important to fully understand what your company needs right now to find the right fit.
Here are a few examples of urgent demands that your business might be experiencing right now:
- scheduling appointments;
- attending meetings;
- getting B2B leads;
- exploring your audience’s preferences;
- designing an ideal customer profile (ICP);
- collecting and analyzing data.
Once you’ve realized what aspects of your business need improvement, proceed with investigating more in-depth factors that determine a trustworthy service provider.
How to Choose Among Numerous B2B Appointment Setting Companies
Investigate the following criteria to find out how you can benefit from the services provided by a particular organization mentioned above.
What to Pay Attention to in Appointment Setting Companies’ Reviews
You can find lots of appointment setting companies’ reviews on numerous platforms, but what factors should you keep in mind while exploring them? Stay tuned to find out!
Transparency of Processes
Transparency is the key to choosing a reliable business partner, so don’t hesitate to inquire about their services and processes.
Find out if the agency of your choice will provide you with:
- a fixed range of services or a customized offer;
- fully outsourced or partially self-managed operations;
- a particular package or a personalized pricing policy;
- any other services to boost client satisfaction.
Additionally, ask the experts:
- what stages of the funnel they are going to deal with;
- how exactly they can contribute to your strategies;
- what scheduling tools they’ll use;
- what conversion strategies they’ll apply.
It’s okay to expect detailed answers, and if you get vague ones, it is better to move on since you don’t want to entrust your business to scammers.
At Belkins, we have a clear set of tasks we perform to make our clients happy.

Reputation
The agency’s reputation is very important, but don’t simply trust a few testimonials — here are the factors you should take into consideration:
- assessments and rankings on review websites;
- industry-specific awards;
- independent assessments;
- position in Google;
- ranking on platforms listing similar agencies.
It goes without saying that you should trust only reliable information sources and avoid relying on third-party websites since they might contain irrelevant data.
Lead Acquisition Strategy
You won't find an agency that will not promise you tons of leads; nevertheless, not all companies will keep their word. Asking about their prospect acquisition strategy will significantly increase your chances of understanding whether the agency is worth the investment.
Here are the questions that will shed light on the company’s quality standards:
- Where will the prospects come from?
- Do your lead sources include third-party providers? If so, what are they?
- How do you verify the contacts?
- What criteria will you apply to qualify leads?
- How often is your database updated?
- What lead scoring model works well for you?
- Will I be the only owner of the prospects list? If not, how many recipients will get it?
Such an approach will help you steer clear from unreliable vendors and save lots of time and money that you would otherwise waste. The thing is, some agencies simply purchase ready-made lists or generate them via low-quality software, so most addresses are irrelevant or don't exist at all.
Technologies
It is difficult to imagine a modern appointment scheduling company without state-of-the-art B2B lead generation software. Not only does it help to automate numerous processes, but it also contributes to understanding the prospects deeper.
The latest tools provide in-depth insights into the leads’ behavior and habits, revealing their pain points and desires. Knowing them helps to create personalized offers and come up with up-to-date solutions fitting their specific needs. Such an approach significantly improves conversion rates since it is much more individualized.
Advanced technology will enhance your call tracking, call services for outside sales, social media management, email campaigns, lead verification, analytics, and reporting.
You can check whether an agency is using any automation tools or purchase them for your in-house purposes. The latter option will require some training for your team, but such innovations are worth investing in.
Personal Relationship
The human factor is no less important than the technical part of your cooperation with an agency. There should be a mutual understanding between you and your partners, otherwise, it will be difficult to achieve good results.
Ask the following questions to find out what to expect from the people you’re going to collaborate with:
- What experience do experts have?
- What is each team player’s role?
- How deeply has the team explored my business?
- What will you do if a team member quits?
Once you find out that the company you’re going to work with has a set of well-developed scenarios to back you up, you will feel comfortable.
Are Insurance Appointment Setting Companies Different from the Rest?
In fact, insurance appointment setting companies aren’t very much different from other agencies performing similar roles. The services they offer are pretty much the same, but they are better tailored to the industry's needs. The insurance niche is a hard-sell domain, but these companies do their best to get through to decision-makers.
Pricing Policy
The company that promises you to schedule appointments with great B2B leads is supposed to have a reasonable pricing policy. Thus, it would be sensible to compare a few options before making the final decision.
Additionally, find out whether they provide refunds if something’s wrong with the list or if you are not satisfied with their services. Learn about their payment options they’ll use to send the money back to you. It is so much safer to work with a company that gives a money-back guarantee.
Should You Outsource Services to an Agency?
It is okay to take some time to do research and compare a number of companies to decide which one will be your best choice. At Belkins, we firmly believe that the best way to find out is to put your partnership to the test.
You can establish a trial period to see if you’re a good fit for each other. You will observe the results pretty soon; for instance, you will understand the quality of business leads as well as other essential factors mentioned above. Thus, KPIs are the crucial thing you should consider.
Your cooperation will make sense if you see that by the end of the trial period, you will get a good ROI. In other words, you should earn more than you’ve spent on lead generation. We sincerely hope that you will find your treasure in our list of the best appointment setting companies.