Executive-level B2B Appointment Setting and Lead Generation Services

We believe that prospect qualification is key to your success. PhoneFoce B2B Appointment Setting Services are geared to executive level decision makers.

B2B Appointment Setting Services

Providing Highly Qualified B2B Appointments

This Includes:

Phone appointments
Web demo appointments
Confirming webinar and seminar attendees
In person appointments
Setting and facilitating Zoom and Microsoft Teams meetings

Senior Level Business Professionals

B2B appointment setting services with executive level decision makers from the technology, financial services and other B2B products and services. Although we make cold calls, we research
each prospect from your list of target companies prior to calling. We gather as much information as possible about the company and the intended decision maker to warm up the call prior to
dialing.

You Receive Real-Time Delivery of Your Appointments

PhoneForce B2B Appointment Setting Services uses its own proprietary contact management system.

Once an appointment is set, all information gathered is entered into the system. The appointment immediately goes through a quality control process by your project manager. The completed data is then forwarded to you. The streamlined system allows you to access and manage this information anytime from anywhere.

Executive Level Qualified Appointment Setting

Our B2B appointment setting services focus is on generating qualified leads and appointments at the executive level of corporate decision-making. A qualified lead is worth your rep’s time in following up.

Qualified means answering these questions:

The Quality Presentation

Classifying the prospect as to their level of interest and need (described below).

PLEASE NOTE: It is important to understand that a quality presentation does not necessarily result in a lead or an immediate action item.

A quality presentation constitutes a meaningful conversation with a decision-maker of a company that can use our client’s products and services. We attempt to capture at least three key fields of information, above and beyond basic contact data. We also record a running narrative of the conversation which includes details like: the prospect’s current situation, decision-making process, their hot buttons, who the competition is, what other options are being considered and what obstacles need to be hurdled before the final decision is made. There are other fields we can capture, which we will discuss with the client when we set up the database.

Our B2B appointment setting services primary job is to make quality phone presentations on our client’s behalf.

A quality presentation has at least six key elements:

Identifying the decision-maker
Confirming the need and implementation time for your products
Having a meaningful conversation with the decision-maker
Capturing at least three key fields of information beyond basic contact data
A running narrative of the conversation, which includes:

details like the prospect’s current situation
decision-making process
their hot buttons
who our client’s competition is
what other options are being considered
and what obstacles need to be hurdled before the final decision is made

The purpose of the quality presentation is to engage a corporate decision maker in a meaningful discussion of their plans to implement the products and/or service that our client provides.

We then qualify the prospect for our client. Qualification is based on how the client wishes to classify prospective customers. This is usually divided into timeframes indicating the prospect’s desire to implement the requirement. We set up a specific field in the database (see below) to enter the prospect’s projection. Then we use a consistent set of possible entries for the field. For example, a client may wish prospects divided into three categories that represent proposed implementation timeframe:

How many quality presentations we make depends on the results our client expects.

Our program consists of blocks of presentations as requested by the client. It is important to understand that not all of the quality presentations made will result in actual “leads.” We have generally found that between ten and thirty percent of the quality presentations made result in an possible opportunity for a sale within a realistic timeframe. How many such opportunities a client wants depends on their staffing and ability to follow-up. We have generally found that our model generates enough “leads” for one to two of our client’s reps, depending on their workload.

Get Started

The first step is to decide and agree on the expected results. Then we define the parameters of a campaign needed to achieve those results. This will include the size of the effort, the duration, the list type and size, and cost.

Then we put together these terms into an Agreement for Services. Upon the client’s acceptance of the Agreement, the next step is emailing us the database in Excel.

Next we assign a call team, a team leader and a project liaison. The team assigned will have specific expertise in your product and service specialties. Once the call team is in place, we conduct a training session with the client and their assigned team via teleconference. Facilitate this by providing any pertinent collateral materials not covered by the website prior to the teleconference.

Next, we setup the fields in our proprietary contact management system, CheckLeads.com. Our project-manager and your delegate do this. Usually we setup between 5 and 10 fields, each with several sortable options. The fields vary from client to client. To make the entries easy to sort for the client for future marketing, we set up a series of possible entries. In this example, the entries could be:

The Call Guide

After the training and database setup, we develop a written presentation, commonly referred to as a call guide. We deliberately avoid using the word script to emphasize the guided conversation quality of how we engage decision-makers in a discussion of their plans. We do not read to our client’s prospects. The presentation is written with input from the client. Once the client feels comfortable with the presentation, we start making test calls. We review each test call internally and with the client until we feel comfortable with the presentation.

Reports and Reporting

You are automatically notified via email as each new lead is posted to your CheckLeads.com database, often within minutes of the initial contact. Leads are automatically arranged chronologically, with the freshest leads at the top of the list. You can also view them alphabetically. It’s easy to click and view complete contact information, contact notes, and all pertinent information provided in custom fields. (We customize and capture the fields of interest to your particular market.)

Once signed in to your CheckLeads.com database, you can select and view contact information for any listed lead. You can also print a report of all information including notes of the conversation. Then download ALL your data into Excel for importing into your CRM system. From there sort your leads by specific fields to facilitate precise market penetration. Once you have your list of sorted leads, they can be exported to an Excel document by simply clicking on the “Export to Excel” link.

With the CheckLeads.com system, you have access to the most current information as it happens and the ability to quickly follow up on immediate action items.

Phone Force Is Your Superior B2B Resource

With the right conversation, you can find out their future objectives, prospective options, potential competition, and more with an appointment setting. We specialize in a high level of corporate excellence to serve your business needs. We clarify business interests and needs to best serve your corporation. Best of all, we ensure your company has a competitive edge throughout every stage of business operations with a specialty in corporate business relations.