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Aptix Technology

Appointment Setting

Qualified appointments, booked straight into your calendar.

We contact your prospects, qualify their interest, follow up when they do not answer and book the right ones into your calendar, so your team can focus on the conversations that close.

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What's included

  • B2B appointment setting
  • Insurance appointment setting
  • Outbound lead generation
  • Qualified prospecting
  • Appointment scheduling
  • Follow-up management
  • Calendar booking

Who it's for, and what it solves.

Who needs it

  • Insurance agents and agencies who want more time in front of prospects
  • B2B sales teams that need qualified meetings on the calendar
  • Service businesses whose staff cannot keep up with outreach and follow-up

Problems it solves

  • Leads going cold because nobody had time to call them back
  • Agents and sales people spending their best hours dialling
  • Prospects who agree to meet but never get a calendar invite
  • No visibility of how many prospects were contacted or booked

What our appointment setting covers

01
Prospect identification
Agree who you want to meet, by industry, role, location and need, and build or clean the list.
02
Lead qualification
A short qualification script confirms interest, fit and timing before anything is booked.
03
Outreach
Calls, emails and messages from a trained team, using scripts you approve.
04
Follow-up
Structured follow-up cadences for prospects who do not answer, ask to be contacted later or reschedule.
05
Calendar booking
Appointments booked directly into your calendar with prospect details and notes attached.
06
Reporting
Clear reports on contacts made, conversations, appointments booked and outcomes you share back.

Choose your industry.

Appointment setting shaped around how each sector sells, with the right scripts, qualification and compliance.

Lead generation, appointment setting or booking?

Three different services that work best together. Here is what each one does.

  1. Find

    Lead generation

    Finds and attracts people who match your ideal customer and have shown interest.

    You receive: qualified leads

  2. Convert

    Appointment setting

    Contacts those prospects, qualifies them and books a confirmed meeting with your team.

    You receive: booked appointments

  3. Automate

    Appointment booking

    Software that lets customers book themselves online, with calendars, reminders and a dashboard.

    You receive: a booking system

What you receive.

The deliverables you can expect. Exact scope is confirmed in your written proposal.

  • Ideal prospect profile and qualification script
  • Outreach by phone, email or messaging, as agreed
  • Follow-up on unanswered and rescheduled prospects
  • Appointments booked directly into your calendar
  • Prospect notes passed to you before each meeting
  • Regular appointment and activity reports

Example use cases

Illustrative examples of what this service can deliver.

  • Calling back inbound insurance leads within agreed hours and booking reviews
  • Outbound prospecting to decision-makers for a B2B software company
  • Re-engaging an old list of quotes that never converted
  • Confirming and reminding booked appointments to reduce no-shows

Packages and pricing.

Three starting scopes. Each shows exactly what is delivered, so you know what you are paying for.

Compare all pricing

Included in every package

Final pricing depends on scope and is confirmed in a written proposal before any work starts.

  • Onboarding call and written plan
  • Accounts and data kept in your name
  • Clear reporting on activity and results
  • A named point of contact
  • No promised rankings, leads or meeting counts

How a project runs.

Our process in detail
  1. 01

    Discovery and consultation

    We learn how your business works today and what a successful outcome looks like.

  2. 02

    Requirements and planning

    We turn goals into clear, prioritised requirements and a realistic plan.

  3. 03

    Solution architecture

    We design the technical foundations: systems, data, integrations and security.

  4. 04

    UI/UX design

    We design interfaces that make complex work feel simple for the people using them.

  5. 05

    Development

    We build in short iterations so you can see progress and give feedback early.

  6. 06

    Testing and quality assurance

    We test functionality, usability, performance and security before anything goes live.

  7. 07

    Deployment preparation

    We prepare the solution for a smooth, low-risk launch.

  8. 08

    Support and continuous improvement

    After launch, we can help you maintain, improve and extend what we built.

Compliant, transparent outreach

Consent and rules
Outreach is designed around your compliance requirements, including consent, Do Not Call lists and rules such as the TCPA where they apply.
Your scripts
You approve scripts and qualification questions, so prospects hear your message accurately.
Honest expectations
Appointment volumes depend on lead quality, market and offer. We never promise a number of meetings.
Your data
Prospect records, notes and recordings where used stay yours and are handled securely.

How we earn your trust.

Whether we are building software or filling your calendar, every engagement follows the same standards.

  • Honest approach

    Clear scope, realistic timelines and no promised rankings, leads or results we cannot control.

  • Proven process

    Discovery, written proposal, iterative delivery and launch, with you approving each stage.

  • Clear communication

    A named point of contact, regular updates and reports written in plain language.

  • Quality standards

    Testing before launch, secure handling of your data, and accounts and code kept in your name.

Frequently asked questions.

How is appointment setting different from lead generation?

Lead generation finds and attracts potential customers. Appointment setting takes those prospects, qualifies them and books a confirmed meeting with your team. Many clients use both.

Do you use our leads or find new ones?

Either. We can work through leads you already have, such as web enquiries or aged quotes, or build prospect lists for outbound outreach.

Can you book into our existing calendar?

Yes. We book directly into calendars such as Google Calendar, Outlook or Calendly, following the availability and rules you set.

Do you guarantee a number of appointments?

No. We agree realistic targets based on your leads and market, report every week and adjust the approach based on results.

Are you affiliated with any insurance carriers?

No. Aptix is an independent company. We support agents and agencies with appointment setting and are not affiliated with or endorsed by any carrier.

Related services

Start the conversation

Ready to fill your calendar?

Book a free consultation. We will look at your goals and leads and recommend a practical starting point.

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