Appointment setting isn’t just about filling slots—it’s about qualifying the lead to ensure they’re a good fit.
Ask Key Questions:
What challenges are you facing?
Are you the decision-maker?
What’s your current solution?
What’s your timeline and budget?
In 2025, many companies use AI voice assistants or live virtual SDRs to pre-screen small business email address leads before passing them to the sales team.
Step 6: Optimize Your Follow-Up Strategy
Most leads don’t respond on the first try. Success lies in persistent but respectful follow-up.
Best Practices:
Follow up across multiple channels (email, voice, SMS, LinkedIn)
Use spacing (every 2–3 days) to avoid overwhelming the lead
Automate your follow-ups using workflows
Track opens, clicks, and replies to adjust messaging
A good cadence might include 5–7 touchpoints over 10–14 days.
Step 7: Reduce No-Shows and Increase Attendance
Setting an appointment is just step one—getting them to show up is where many fall short.