Appointment Setting

Tailored & Effective Appointment Setting Campaigns

People buy from people. Yet, conversations are needed in order to develop these relationships. As a B2B (business-to-business) sales company, Optimal Sales Team Appointment Setting Service delivers qualified decision makers to your sales team and avoids the hassle and expense of hiring and training inside sales resources.


Let your sales team focus on what they do best – CLOSE – instead of FIND leads.

Generate a Full Sales Pipeline

Whether you are a start-up or a Fortune 500 company – or whether you sell simple solutions to the masses or complex products to select companies – your campaigns are designed to make a winning first impression.


100% Dedicated, Highly Trained Sales Agents

Reps are highly experienced, trained and certified in clients products, solutions and channels—to represent your brand professionally, boost lead quantity & generate qualified appointments.

Account Team

Our experienced team adds enormous value to your campaign—offering 50 years of collective sales experience, and committed to making your campaign a success. Campaigns are supported by Account Management, QA and Sales/Marketing training.

Hot Transfer Accelerates Sales

Some of the leads we find for you are so hot, they must be followed up with immediately. In these cases, we initiate a hot transfer- a live transfer of that lead directly to your sales team.

How Your Campaign Works

Your campaign will begin with a confrence between your team and Optimal Sales Team. The purpose is to ensure that our team fully understands your product, industry and services. A refreshing difference from other Appointment Setting Companies is that we realize no two clients are alike. We will customize an appointment setting campaign specifically to your business, products, and goals.

It is our commitment to keep you fully engaged throughout the campaign. Optimal Sales Team is adamant about open lines of communication. We endeavour to offer proven technology and internal processes to our clients. Our management team is continually refining and honing our methodology to present our clients with a best practice outcome.



You and Your Sales Account Team


1-5 days after signing an Optimal Sales Team Agreement


To introduce You to Your Account Team and to ensure we fully understand the expectations for your campaign


Kick-off call within first 2 days, completion of the Blueprint Form detailing your value proposition, target audience and logistics of your sales team

You and Your Intelliverse Account Team
1-2 weeks after Blueprint is complete
Convert the Blueprint into a live, lead generation campaign
Create your dialing script, train your dedicated calling associate, conduct role-playing calls between you and the calling associate, assemble the list of leads to be contacted & train you how to use

You and Your Dedicated Sales Account Manager
Confirm your campaign is meeting your objectives and expectations
Review weekly activity reports of dials, connections and appointments. Discuss improvements that can be made to your campaign.