Appointment Setting

Using our best-of-breed appointment setting services strategic partner enables Primary Point clients to grow their sales pipeline by scheduling first calls and meetings with key executives in existing and new target markets.

Our clients have seen an impact to their sales pipelines, relevant sales activities, and senior management relationships.  Several have uncovered seven-figure pipeline opportunities in accounts that were not aware of the client’s solution.


This unique approach to appointment setting borrows from 20+ years to direct sales experience, ideas from leading figures in the sales and marketing professions, and outstanding methodologies.  This labor intensive approach is highly professional, scalable, and repeatable. There are three critical phases:

Data Preparation
Without this step, 70% of attempted outreaches using client or commercially available contact lists fail to reach the correct decision-maker.

Marketing Communications
This proprietary approach develops compelling message components to drive results.

Follow Through
With a professional and systematic approach to follow-up, client's were able to achieve consideration rates of 50 to 80%, an unprecedented metric in this industry. 

“Our strategic partner and Primary Point have developed a mutual respect based on the outstanding recommendations of our respective clientele”, said Spencer McNeil, Vice President at Primary Point.  “We have independently verified our partner’s remarkable success rate and believe that our combined service offering represents a unique combination.” 


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