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Effective Appointment Setting Companies: How to Choose the Right One?

Ambitious businesses striving to thrive and not only to survive need a steady influx of clients to keep growing. B2B appointment setting companies help them find new prospects to boost their lead generation. 

While the services provided by appointment setting companies are usually an excellent way to build a customer list quickly, it’s essential to work only with professional agencies to get a great ROI and avoid financial losses. 

For instance, Belkins’ experts are good at acquiring awesome targeted prospects who are likely to make a purchase. According to Clutch, it is one of the world’s 10 most powerful lead generation companies that facilitate business growth by finding relevant business leads and scheduling appointments to help their clients meet their sales goals.  

Belkins will ensure a steady flow of qualified leads to your sales funnel. We will nurture them, creating a genuine interest in your solution and, thereby, letting you focus all your energy on closing more deals. Our appointment setting experts together with Researchers, Sales Assistants, SDRs, Copywriters, and Account Managers will take excellent care of your project’s every detail. For more than 7 years we've been committed to putting our clients’ needs first and helping hundreds of businesses worldwide boost their ROI.

And if you’re looking for a quick solution, feel free to book a call with our professionals right away!

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Timely is a powerful software that was designed to help you gain control over your business.

Hello Sells

Hello Sells was founded in 2015 and is located in Portland, OR. It is a provider of lead qualification and answering services that help businesses maximize their marketing ROIs and achieve higher goals.

Purple Sales

Purple Sales is a Canadian company that claims to be a one-stop-shop for lead generation services. The company was founded in 2017, so it is rather new to the industry. Yet, it has already served the needs of many customers and earned a fairly good reputation.

Vicky Virtual

Vicky Virtual is a company founded in 2014 and based in Chicago. Although the company is rather young, according to numerous Vicky Virtual reviews available on the web, it has already gained a solid reputation. For over 5 years now, the company has been performing the role of a reliable virtual receptionist for businesses of all shapes and kinds.


Centro Global Solutions is an American provider of high-end BPO services for multiple industries. The company was founded in 2009 and has been on the market for over 10 years.


Digitalzone is a US-based global business consulting company that helps its customers make the most of their marketing efforts, generate more leads, boost brand awareness, and drive more sales. The company was started in 2013. Throughout almost 10 years it has been helping businesses build and enhance their sales pipeline and achieve better results with ease.

Extended Presence

Extended Presence is a US-based lead generation and sales outsourcing company with vast experience. Being founded in 2002, the company can boast of almost 20 years of experience in this field and hundreds of customers, whom they’ve helped to reach their short-term and long-term goals.


GeekSquares was founded in 2015. The company is located in Lawrenceville, GA. It is a customer-oriented company that offers a wide range of Web, BPO, and IT services. The available Geek support technical services range from web and development to managed IT services.


Marketing Alternatives Inc. (also known as Mktalt and MAI) is a privately-held, US-based marketing company with a long history and solid reputation. The company was started in 1981, which makes it one of the industry pioneers.


PRG is a US-based company located in Greenwood Village, Colorado. The company was founded in 2001. Given its customer-oriented approach, the highest level of professionalism of its team, and 20 years in the industry, PRG group is deservedly called one of the leaders among firms that provide construction project management, plant damage investigation & recovery, as well as business outsourcing and consulting services.


UnboundB2B is a B2B appointment setting and lead generation company founded in 2016 and located in San Francisco, CA.


Dealer Focus is a company located in North Andover, Massachusetts. Founded in 2011, DealerFocus is not one of the industry’s old-timers. However, throughout over 10 years on the market, the company has gained a fairly good reputation. Today, DealerFocus serves the needs of businesses delivering both turnkey and built-to-order outbound and inbound call center solutions that help businesses provide excellent customer service and reach their long-term and short-term goals.
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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.


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. 


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:

  1. What experience do experts have?
  2. What is each team player’s role?
  3. How deeply has the team explored my business? 
  4. 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.

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When you need good B2B sales software, you shouldn’t play a guessing game.

It takes a long search, a lot of brainstorming as well as weighing down pros and cons before you find the tool that works for you. That’s why we decided to do all the hard work for you by gathering a selection of the best B2B sales tools available. This list comes complete with descriptions, ratings, and recommendations.

When you need good B2B sales software, you shouldn’t play a guessing game.

It takes a long search, a lot of brainstorming as well as weighing down pros and cons before you find the tool that works for you. That’s why we decided to do all the hard work for you by gathering a selection of the best B2B sales tools available. This list comes complete with descriptions, ratings, and recommendations.

The tools from our list are recognized by thousands of Fortune 100 companies around the world.

Do you need to build a smooth sales pipeline? Power up your lead generation? Get a tool that provides great monitoring features? We understand that everybody needs a particular B2B sales tool for a particular sales goal. We constantly update our list, so you would always be able to find the tool that fits your goals like a glove.

There is no Ultimate Sales Tool that works for every business can instantly reach any objective.

Your choice of B2B sales prospecting tools depends on your needs, your company size, your target audience, and your industry. This is why we suggest studying each description closely before you choose a tool. We made sure to supply you with all the information necessary - and if you have any remaining questions, don’t be shy to contact us.

Frequently Asked Questions

  • What is a B2B tool?
    Sales and marketing tools make it easy for companies to track their sales and marketing campaigns, reach more markets, and drive better results.
    B2B sales lead tools have already helped numerous businesses and can facilitate your online marketing efforts, too. They are of great help in selling a wide variety of products and services.
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  • What tools do salespeople use?
  • How do you do B2B sales?
  • What are sales enablement tools?