We offer you the best Appointment Setting solution for your company’s BPO needs.

Lead Management

• Respond to inquiries submitted via website forms (e.g., "Book a Call," "Contact Us").

• Qualify leads using predefined criteria (location, budget, service needed, etc.).

• Update CRM with lead info, notes, and appointment status.

Appointment Scheduling

• Coordinate between clients/prospects and internal calendars (sales team, consultants, doctors, etc.).

• Use scheduling tools (e.g., Calendly, Acuity, HubSpot Meetings) to set appointments.

• Send confirmation emails and reminders (automated or manual follow-up).

Live Chat or Chatbot Monitoring

• Engage with website visitors via live chat.

• Route queries to relevant departments or schedule calls directly from the chat.

Follow-Up

• Send follow-up emails or messages to leads who didn’t book initially.

• Reschedule missed or canceled appointments.

• Maintain regular follow-up to convert cold leads into appointments.

Daily Reporting

• Provide daily/weekly reports on number of leads contacted, appointments set, no-shows, and conversions.

• Update KPIs and dashboards as required.

Coordination with Sales/Service Teams

• Ensure smooth handoff of booked appointments to the appropriate person.

• Brief the team on lead background or specific needs before the meeting.

CRM/Data Entry

• Log all conversations, contact attempts, and appointment statuses.

• Keep lead data organized and up to date.

Calendar & Tool Management

• Sync with Google Calendar, Outlook, or CRM-based calendar tools.

• Troubleshoot scheduling conflicts or tool issues.