Appointment Setting and SDR Support
Your calendar fills with qualified demos. An appointment setter VA handles outreach, follow-up, and booking.
An appointment setting virtual assistant researches prospects, runs LinkedIn or email outreach, qualifies replies, and books demos on your calendar with prep notes logged in your CRM. Easy Virtual Assistants plans start at $499 a month with the same dedicated VA every week.
What your dedicated VA handles
Dedicated appointment setters and SDR-style VAs who research prospects, run outreach, qualify interest, and book demos directly on your calendar inside your CRM.
Full deliverables list
- Prospect research and list building
- LinkedIn and email outreach
- Reply handling and qualification scripts
- Demo and discovery call scheduling
- CRM updates after every touch
- No-show follow-up and reschedule
- Meeting prep notes for your sales calls
- Weekly booked-meeting report
Who this fits best
Prospect research and list building
Your appointment setter VA builds weekly lists from your ICP: industry, title, company size, and geo filters applied in Apollo, LinkedIn, or CRM exports you already own. Duplicates are removed and missing emails enriched before outreach starts. B2B SaaS and agency owners who need demos, not just leads, start here. Outcome: outreach runs only against contacts you would actually take a call with.
LinkedIn and email outreach
Sequences go out in your voice on one or two channels: connection requests, follow-ups, and breakup touches tracked in CRM. Sending stays human-paced to protect account health. Fractional consultants and local service firms selling $3k+ offers use dual-channel follow-up when single touches stall. Outcome: more at-bats without you copying templates at night.
Reply handling and qualification scripts
Replies are worked with your qualification script: budget, timeline, decision maker, and fit questions before a calendar link goes out. Objections get one helpful response from approved talk tracks. You see hot leads in Slack or CRM, not raw inboxes. Outcome: your calendar receives prospects who already said yes to the basics.
Demo and discovery call scheduling
Bookings land on Calendly, HubSpot meetings, Salesforce scheduler, or GoHighLevel with buffer rules and time zones respected. Confirmations and reminders reduce no-shows. Sales teams with one closer protect that person's time for conversations that are qualified. Outcome: a fuller calendar of discovery calls, not more admin work for you.
CRM updates after every touch
Each message, reply, and meeting updates contact records, deal stage, and next step in HubSpot, Pipedrive, or Salesforce on your behalf. Stale "contacted" deals get moved or closed so Monday pipeline reviews are real. Agencies with messy handoffs between setter and closer fix visibility here. Outcome: CRM reflects what happened yesterday, not last quarter.
No-show follow-up and reschedule
Missed meetings trigger a two-touch recovery: polite reschedule offer and final close-out if no response. Slots are refilled from the warm reply pool when possible. High-ticket offers where no-shows cost real revenue recover 10 to 20 percent of lost calls. Outcome: fewer empty calendar blocks and honest closed-lost notes.
Meeting prep notes for your sales calls
Every booked demo includes a prep doc: LinkedIn profile summary, company site notes, pain from the reply thread, and three suggested discovery questions. Your closer opens the doc, not twenty browser tabs. Founders who sell their own deals sound sharper on the first minute. Outcome: higher close confidence because context traveled with the invite.
Weekly booked-meeting report
Fridays bring booked count, show rate, source channel, and next week quota in one email or Slack post. Pipeline gaps get flagged early. Owners who want SDR output without hiring full-time headcount track one number: qualified meetings held. Outcome: you know if appointment setting is paying for itself before you renew the plan.
Concrete examples, not vague promises.
Three real situations your VA handles for you, in the tools you already use.
Demos booked with context
Every calendar invite includes a prep doc: company size, role, reply thread summary, and suggested discovery questions so you walk in prepared.
Follow-up until yes or no
Your VA runs a three-touch sequence on cold prospects and a two-touch recovery on no-shows. CRM stages update automatically so nothing sits in limbo.
CRM stays current
After every reply, your VA logs notes, updates deal stage, and sets next steps. Your pipeline reflects reality on Friday, not fantasy on Monday.
Clear scope so there are no surprises.
What is inside this lane, and what is not. If anything you need is outside, we will say so on the discovery call.
Inside this lane
- Prospect research and targeted list building
- LinkedIn and email outreach in your tone
- Reply handling with qualification scripts
- Demo scheduling on your calendar tool
- CRM logging and weekly booked-meeting report
Not in this lane
- Running discovery or closing calls for you
- Paid advertising (see Digital Marketing lane)
- Cold calling by phone on Starter plans
Need something here? Ask. We will either scope it or recommend who to use.
What a typical week looks like
Every business is different. This is the rhythm most clients in this lane settle into by week two.
Your VA works inside your stack, not ours
Here are the tools your dedicated VA is comfortable in for this lane. If your tool is not listed, we will learn it.
What changes for you in the first 30 days
First wins shipped
Three recurring tasks documented and handed off. First drafts and first replies go out for your review.
Rhythm in place
Your VA is producing without re-briefing every task. You start reviewing twice a day, not all day.
Hours back
Five plus hours back per week. Your inbox, your CRM, and your calendar look cleaner than they have in months.
Three ways to work with us on appointment setting.
Each tier is scoped by deliverables, not hours, because appointment setting work is uneven week to week. Full pricing is shared on a quick call.
Outbound plus booking for one offer.
- Prospect research and list building
- Outreach on one channel (LinkedIn or email)
- Reply handling and qualification
- Demos booked on your Calendly or CRM calendar
Two-channel SDR coverage with follow-up sequences.
- Everything in Starter
- LinkedIn + email coordinated
- Multi-touch follow-up sequences
- CRM stage updates and no-show recovery
Full appointment setting with daily pipeline work.
- Everything in Growth
- Daily outreach and reply window
- Call prep docs for every booked meeting
- Weekly SDR metrics dashboard
Tell us your business and the work you want to delegate. We will share the exact tier prices and any custom package options the same business day.
Appointment Setting: common questions
What is an appointment setting virtual assistant?
Is this different from lead generation?
Will the same person work with me every week?
Do appointment setters join sales calls?
What tools do you use for scheduling?
How much does appointment setting cost?
Can you re-engage old CRM leads?
How quickly can we start booking demos?
Get Appointment Setting help this week
Tell us the work you want to delegate first. We reply inside business hours, sign NDA, match one dedicated VA, and go live inside 48 hours.
One trained person. Inside your tools. Every single week.
No marketplace roulette. No surprise charges. A real person who learns your tone and quietly takes the recurring work off your plate.
- Same dedicated VA
- Inside your stack
- NDA before access
- Month-to-month
- Trained backup
- Live in 48 hours
We hand over messy work on Friday, by Monday it is back clean. Felt like hiring a calm operations person, without the salary.
Tell us what you need
Two minute form. A real person replies in business hours.