AI Appointment Setting

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1. 01

   Pick who you book meetings for

   Free sample

   One client type, one offer, and what counts as a good meeting.

   In this step you decide what you are actually selling, because 'I book meetings' is not a service anyone buys twice. The definition of a qualified meeting is the whole contract: without it you will be paid for meetings your client thinks were worthless. You end with both written down.

   1 — Choose the client and offerCopy prompt

   I want to sell appointment setting as a service. Help me choose where to start.
   
   Industries I know something about: [YOUR INDUSTRIES]
   What I can do myself today: [YOUR SKILLS]
   
   For each industry:
   1. What their sales process looks like, and where a booked meeting actually helps.
   2. What their average deal is worth, roughly, and why that matters for what I can charge.
   3. Whether they typically already have someone doing this.
   4. What would make them distrust an outsider doing their outreach.
   
   Then rank them by how quickly someone without a track record could land a first client, and explain the top choice.

   2 — Define a qualified meetingCopy prompt

   Write the definition of a qualified meeting for [CLIENT TYPE] selling [WHAT THEY SELL].
   
   It must be specific enough to settle an argument: who the person is, what they must have confirmed, what disqualifies a meeting after the fact, and what happens when someone no-shows or reschedules twice.
   
   Then write the same definition as two or three lines I can put in a proposal, in language a client reads as fair rather than as a get-out clause.

   Claude. Keep the definition in a document — you will reuse it in every proposal.

   [YOUR INDUSTRIES]

   Where you know the jargon and the buying process. It shows in the first sentence of any message.

   [YOUR SKILLS]

   Writing, calling, research, tooling. Be honest — the plan differs if you will not pick up a phone.

   [CLIENT TYPE]

   The business you will do this for.

   [WHAT THEY SELL]

   Their offer, in their words.

   Then: Send the definition to one person in that industry and ask whether they would sign it. Their hesitation shows you the clause that is unfair.

2. 02

   Set up your email first

   In the package

   A separate sending domain, warmed up, with the records in place.

   In this step you do the boring thing that decides whether any of the rest works. Cold email from an unprepared domain lands in spam, and worse, it can damage the domain your client's real mail depends on. You end with infrastructure that is ready by the time your sequence is written.

3. 03

   Build your list

   In the package

   A filtered list of named companies with one useful note each.

   In this step you decide who gets written to. Most campaigns fail here rather than in the copy: the wrong list makes a good message look bad. The research prompt gives you the one specific line that turns a template into something a human wants to answer.

4. 04

   Write the four messages

   In the package

   A four-message sequence, plus answers to the replies you will get.

   In this step you write what actually goes out, including the part most people forget: what you say when someone answers. Replies arrive in the same five shapes every time, and having those written makes the difference between booking the meeting and losing it in a slow, waffly response.

5. 05

   Send the first fifty

   In the package

   A campaign running, replies handled same day, first meetings booked.

   In this step you go live. Fifty is a real test and a small enough batch to fix what is wrong before it burns a domain. Speed on replies matters more than volume: a reply answered within the hour books at a rate a next-day reply never reaches.

6. 06

   Report back, agree a monthly fee

   In the package

   A report the client trusts, and a signed monthly arrangement.

   In this step you decide what kind of supplier you are. Campaigns have bad weeks, and the setter who reports them plainly keeps the account while the one who spins them loses it at month three. You end with a reporting format and the agreement that makes this recurring income.

What you need

core means you cannot skip it. The rest only if you need it.

• Apollo.iocorefree planLead data and sequencing
• Claycorefree planEnrichment and signal-based targeting
• InstantlySending infrastructure at volume
• SmartleadInbox rotation and deliverability
• MailReachWarm-up and deliverability monitoring
• VapiVoice qualification where it is permitted
• HubSpot CRMcorefree planWhere the booked meeting has to land