APPOINTMENT SETTING

Qualified meetings without another SDR team.

Targeting, outreach, follow-up, and qualification that put the right conversations on your calendar.

Qualified meetings only Booked on your calendar A brief before every call Tracked back to the campaign

Book a strategy call → See managed outbound

✓ Qualification agreed before launch ✓ Billed per booked appointment

Appointment setting · live demo

DIRECT ANSWER

What is B2B appointment setting?

B2B appointment setting is the process of identifying target companies and contacts, reaching them, qualifying interest and booking sales meetings with prospects that meet agreed criteria. SalesDriver combines the service with its data, outreach and CRM platform so the meeting program can be tied back to the targeting and campaign that produced it.

A LEAD IS A NAME. A MEETING IS A CONVERSATION.

Lead generation gives you • A list of names and emails • Interest you still have to chase • No idea if they fit • Your team does the follow-up

Appointment setting gives you ✓ A confirmed meeting on your calendar ✓ A prospect who agreed to talk ✓ Checked against your criteria ✓ A brief so your rep is ready

ANATOMY OF A QUALIFIED MEETING

Every meeting arrives with its homework done.

Your rep never walks into a call cold. Each booked meeting comes with a brief that shows who it is, why they said yes and where they came from.

1 The right person A decision maker or strong influencer, never a gatekeeper.

2 The right company Size, industry, region and tech that match your ICP.

3 A real reason to talk Their own words on why the timing works for them.

MR ① Marco Ruiz

② VP Sales · Brightpath ✓ Qualified

WHEN

Fri 10:30 am · 30 min OWNER

Alex M. · AE

③ WHY THEY SAID YES

“We're hiring 3 SDRs and onboarding is slow. Send me times next week.”

④ CRITERIA MET · 4 OF 4

✓ 50-500 employees ✓ B2B SaaS, US ✓ Owns sales hiring ✓ Evaluating this quarter

⑤ Source “Hiring SDRs” sequence · step 3 ⑥ Synced to SD CRM

4 Your criteria, checked Every rule you set is confirmed before the invite goes out.

5 The source campaign The exact sequence and step that produced the meeting.

6 Logged in your CRM Contact, account, notes and meeting synced to SD CRM.

HOW IT WORKS

Build the workflow around the buyer.

Five steps, each with a quality gate, so only the right conversations reach your calendar.

Agree on qualification first Define what a qualified meeting means before the campaign starts so the team is not optimizing for calendar volume alone. Quality gate · criteria signed off

Before launch

Week 1

Build the target account list Use company and contact criteria to focus on buyers that fit the offer. Quality gate · every contact verified

Run outreach and follow-up Use supported channels and sequence logic to create conversations rather than one-off touches. Quality gate · copy approved by you

Week 2 onward

Every reply

Qualify before handoff Confirm agreed fit and meeting criteria before the sales conversation reaches the client. Quality gate · all rules confirmed

Track the handoff Keep the source campaign, account and contact context connected to the meeting and pipeline. Quality gate · outcome logged

Every meeting

YOUR QUALIFICATION SCORECARD

You decide what counts. We hold every meeting to it.

CRITERIA YOUR RULE EXAMPLE

Company size 50-500 employees Brightpath · 140

Industry B2B SaaS or tech services SaaS

Role VP Sales, CRO, Head of Growth VP Sales

Region US and Canada Austin, TX

Timing Evaluating within 2 quarters Hiring 3 SDRs now

Red flags Current customers, students, vendors None found

Meetings that miss an agreed rule are flagged before they reach your calendar.

AFTER A MEETING IS BOOKED The handoff is where most meetings are lost. Ours is tracked end to end.

1 Invite sent and accepted

From your rep's calendar, at a time the prospect chose.

2 Brief delivered to your rep

Who, why now, criteria met and the conversation so far.

3 Reminders before the call

Confirmations go out so fewer meetings are missed.

4 Meeting happens

Your team runs the call. We stay out of the way.

5 Outcome logged in SD CRM

Qualified, next step or no fit, tied to the campaign.

6 Feedback sharpens targeting

What you learn on calls shapes next week's lists and copy.

PRICING

Pay for meetings, not activity.

Appointment setting is included in the Managed plan. You pay a flat monthly fee for the platform and the team, and a booking fee only when a qualified meeting lands on your calendar.

Book a strategy call → See all plans

MANAGED PLAN Managed plan · platform, data, inboxes and your team

PER MEETING Per meeting billed once an appointment meets your criteria

EXAMPLE MONTH Plan Managed Booked meetings Per meeting Total See pricing Illustration only. [Confirm no-show and rebooking terms.]

RELATED CAPABILITIES

Keep the next step connected.

Managed outbound The full outbound system, run for you. › Outsourced business development A BD function without the hiring. › Sales intelligence Signals that show who is ready to buy. › B2B data Verified accounts and contacts. ›

Commonly Asked Questions

Everything you need to know about plans, credits, and how SalesDriver works.

What counts as a qualified appointment? +

A meeting with a prospect who meets the criteria you agree with us before launch, such as company size, industry, role, region and timing. Every booked meeting is checked against those rules before it reaches your calendar.

How does SalesDriver price appointment setting? +

Appointment setting is included in the Managed plan, with plan and per-appointment pricing on our pricing page. The plan also includes the full SalesDriver platform, 50,000 credits a month and 20 domains with 60 warmed inboxes.

What happens with no-shows or bad-fit meetings? +

[Confirm the no-show and bad-fit policy, for example whether these meetings are rebooked or not billed.]

Is appointment setting the same as lead generation? +

No. Lead generation hands you names and contact details. Appointment setting goes further: the prospect is reached, qualified and booked into a meeting with your team.

Who runs the meetings? +

Your own sales team. We book the meeting, send your rep a brief and log the outcome. The conversation itself stays with you.

Can we see the conversations before a meeting is booked? +

Yes. Every reply and message lives in your SalesDriver workspace, so you can read any conversation at any time.

How is this different from managed outbound? +

Appointment setting focuses on qualified meetings on your calendar. Managed outbound runs the whole outbound system behind them. Both run on the same SalesDriver platform.

OPERATIONAL

Do I pay extra for any tools? +

No. Every tool built by SalesDriver is included in your plan.

Can I change plans anytime? +

Yes. Upgrade or downgrade instantly. Your access adjusts right away.

Do credits roll over each month? +

Plan credits reset monthly. Purchased packs roll over.

Do bundled third-party tools use credits? +

No. Credits apply only to SalesDriver-built tools. Third-party tools included in your plan do not consume credits.

STRATEGY & ROI

How is SalesDriver different from Apollo/ZoomInfo? +

Apollo and ZoomInfo are great for discovery, but SalesDriver is built for execution: bundled for outbound, unified credits, deep CRM integration, community, and $99-499 for the full stack vs. paying for 4+ separate subscriptions.

Can SalesDriver replace my current stack? +

Yes. Prospect data maps to MTN Data + ExactMails; email delivery maps to SalesDriver's sending stack + MTN Verify; and your CRM maps to SalesDriver CRM. Most teams replicate their stack in 48 hours and often cut tool spend by around $1,800/year.

Which tier should I start with? +

Free (250 credits/mo) for proof-of-concepts. Starter ($99) for solo founders. Growth ($299) for teams of 5-20. Pro ($499) for agencies and RevOps. Managed (see our pricing page) for done-for-you campaigns.

Still have questions? Our support team is here to help you scale your outbound sales. Review Support Docs Contact Support →

See how this fits your sales process.

Start with the SalesDriver platform at $99/month or talk with us about managed execution.

View pricing → Book a strategy call