leadterraWhat our appointment-setting service includes
We agree on the audience and the evidence that makes a conversation worthwhile, then manage the work through the handoff. Your sales team receives the exchange, qualification notes, contact details, and the next step.
- Prospect research against your agreed business criteria.
- Personalized email campaigns and follow-up.
- Interested replies reviewed and initial questions handled.
- Qualification against business fit, buying involvement, and relevant interest.
- Calendar booking with the context your sales team needs.
Agree on qualification before outreach
A positive reply can start a conversation, but it does not establish every buying requirement. We define the criteria with you first. Industry, geography, account size, use case, budget, and timing can each matter; the brief determines which ones must be checked.
The handoff should show what was established and what your sales team still needs to learn. A researched account that fits your market and a qualified sales conversation are different stages of the same process.
Read our guide to qualified, booked, and attended meetings →Built for established B2B teams
Leadterra is designed for B2B companies with $1M+ in annual revenue, a proven offer, a defined buyer, and capacity to sell and deliver. Agencies, consultancies, software businesses, and specialist business services can fit that profile.
A useful starting brief identifies one offer and one audience. Your team brings the offer, takes the sales meetings, and shares feedback. We manage the outbound process and use that feedback to refine the campaign.
Start with a focused pilot
We begin with a defined audience, offer, and campaign scope. After launch, we review reply quality, handoffs, and your sales feedback together. The next decision is whether to refine, expand, or stop.
Scope and commercial terms follow a fit assessment. Your written plan defines the delivery window, counting rules, and cancellation or no-show treatment. Sales outcomes depend on the offer, market, and sales process.
What happens after a meeting is booked?
Your team picks up the sales conversation using the full exchange and qualification notes. Track attendance separately from bookings, and share whether the conversation met the agreed criteria. That distinction makes campaign feedback useful.
Explore the cold email service or outbound for agencies for more on the work leading up to a meeting.
Common questions
Is appointment setting the same as selling a lead list?
Leadterra manages outreach, replies, qualification, and booking as well as research. A contact record is an input; the agreed sales appointment and its context are the handoff.
Does a booking mean the meeting took place?
A booking is a confirmed appointment. Attendance records whether the conversation happened. The written plan sets the counting rules for the engagement.
What do you need from our team?
A proven offer, target buyer criteria, meeting availability, and feedback on the conversations. We agree on campaign scope and qualification requirements before launch.