← Glossary

What is appointment setting?

Appointment setting is the sales step of contacting leads and booking qualified meetings or calls for a salesperson, closer or advisor.

Setters focus on reaching people, qualifying them with a few questions and getting a meeting on the calendar, so closers spend their time in conversations that can turn into sales.

It can be done by people, by AI voice agents, or by both, with AI handling the first call and people the follow-up.

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