Outsource appointment setters to the Philippines


What is an appointment setter?

An appointment setter is responsible for contacting target businesses to arrange for them to meet or speak with a sales representative to discuss the organisation’s products or services and how they might be useful to the prospective business. They possess expert and extensive knowledge of the products and services offered by their organisation and how they will benefit potential customers. Their conversations with customers always have the end goal of creating an appointment or meeting with a sales representative to start a sales conversation.

Appointment setter duties and tasks can include:

  • Cold calling prospective clients using leads and customer lists to create appointments for sales representatives
  • Connecting with existing customers and discuss new or emerging products and organise meetings to discuss further
  • Answering incoming calls and queries from clients
  • Keeping up-to-date with product and services on offer by the organisation, including upgrades and promotional packages
  • Tracking correspondence from cold calling a customer, to appointment setup and finally, the sale.

These sales tasks are particularly well-suited to being outsourced. Organisations free up their local sales teams’ time by sending these tasks to outsourced appointment setters. This allows your onshore team to focus on performing higher value, revenue generating work.


What key skills and qualifications make a great appointment setter?

Cold-calling environments can be quite intense, especially given the fast-paced environment of telemarketing. The ability to stay calm under pressure is important as appointment setters often deal with frustrated customers and complaints. Being able to self-motivate is crucial when dealing with rejection over the phone. Organisation ensures follow up calls are made to secure appointments and get feedback from customers.

The key difference between a telemarketer and an appointment setter is that a telemarketer focuses on closing the sale over the phone, while an appointment setter focuses on securing a meeting, sometime in the future, for a sales representative; over the phone or face-to-face.

Outsourcing service providers recruit appointment setters the same way an internal, talent acquisition team would. Essentially, they ask the same questions to understand whether these offshore candidates would be able to provide the level of quality required by Australian organisations:

  • What experience and knowledge do you have as a telemarketer or similar sales or customer service type role?
  • What are your conflict resolution skills like?
  • How do you ensure excellent communication in explaining appropriate products and services to potential and existing customers?
  • Provide an example of how you dealt with a difficult customer and resolved the issue in a quick and efficient manner?
  • How familiar are you with CRM databases?

A higher education degree or certificate is not required with appointment setting. Hiring an appointment setter who displays interpersonal skills such as active listening, empathy and charisma will ensure those potential and existing clients a personable experience which is more likely to yield positive results.

  • Whether you are looking to train an appointment setter from the ground up and teach them your business's way of sales, or 
  • Whether you are seeking expertise and a team of appointment setters with proven success in the sales industry.

Outsourcing companies can help you find the right candidate to meet your organisation's sales requirements. By hiring appointment setters who can efficiently sell products to potential customers over the phone and secure meetings with sales representatives, you can enable your onshore teams with the time and leads needed to increase revenue.

Benefits of outsourcing appointment setting roles

Organisations are able to appreciate the added benefits that come from offshoring appointment setting duties to the Philippines, including:

  • Increased employee satisfaction

    Give your local team peace of mind by relieving them of any unnecessary tasks and sharing the workload with an offshore team or team member. This will help increase employee satisfaction within your business. With your appointment setting team able to focus on what they were hired to do, you can expect to see a positive change in your working atmosphere.

  • Cost savings

    Hiring local staff can prove very costly to an organisation. Hiring an offshore team member that can assist your local team with routine appointment setting tasks for a fraction of the price will help you control costs in your organisation, saving up to 70% when compared to hiring locally.

  • Business growth

    Hiring full time offshore appointment setting can help increase profits and supercharge your business growth. By adding extra capability through an offshore team, your local employees will have additional capacity to take on more work and grow your business sustainably.

  • Efficiency increase

    Sending daily, time consuming, repeatable systems administrator tasks offshore will allow your local team to take on more work. By sharing the workload between your onshore and offshore team, you will notice a drastic increase in efficiency and productivity within your organisation.

What are the costs associated with hiring an offshore appointment setter?

Outsourcing your appointment setting roles to the Philippines can represent significant cost savings of up to 70%. At Beepo, we offer a simple monthly fee to help you reduce your overheads and focus on growing your business. This monthly fee covers everything: including infrastructure, security, recruitment and training, management and staff benefits.

For more detailed information on costs, please arrange a business consultation so we can tailor a solution to your business needs.

How does hiring an outsourced appointment setter work?

This first step is to find out if your business is offshore ready. If the answer is yes, here are the next steps:

  • Create a job description: to help us hire the right candidate for your role. We can also assist in this process to ensure we are finding the best talent in the current local market. 
  • Source the right candidate: we source candidates across our database and the local market before presenting you with a shortlist of the most suitable candidates available. 
  • Screen and interview: you screen, interview and select the candidate(s) you’d like to hire while we take care of the infrastructure set up to get them ready to work for your business. It’s usually around six to eight weeks to get your offshore staff up and running.
  • Onboard and train: your business, along with the operational assistance of our offshore management team, organise new staff onboarding and training, including the use of your systems, any relevant processes and workflows they may need and an overview of your company values and culture. This will help your new team member fit seamlessly into your organisation and assist in effective change management with your existing onshore team members.

The Beepo advantage

Beepo is an outsourcing company based in Australia that offers businesses a distinct competitive edge with offshore staffing solutions. We take the time to understand the hardships our clients face when it comes to recruiting hard working, dedicated staff. The Philippines is renowned for its rich talent pool. This makes us adept at finding and recruiting the best talent for our clients.

Additional sales support roles and services your business can outsource to the Philippines

So, you've decided to send your outsource appointment setting tasks to the Philippines to take advantage of the benefits of outsourcing. Why not consider embracing offshoring solutions for your other sales support services as well? Take a look at the below list of roles and services that are well-suited to offshoring:

Interested in learning more about the outsourced solution we can provide for your business?