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Appointment Setting

Wake up to qualified meetings on your calendar

We make the calls, handle the gatekeepers and book decision makers straight onto your calendar. You show up and sell.

  • Decision makers, not gatekeepers
  • Confirmed before the meeting
  • A brief for every call
3partners, one runs every account
300+calls a day in a past US role
ET · CT · PTUS business hours covered
TCPADNC scrubbing on every list
HubSpotSalesforceGoHighLevelZohoApollo.ioLemlistOutreachSalesloftRingCentralDialpadAircallCalendlyZapier
The problem

You are great in the room. Getting into the room is the problem.

Smiling businesswoman working on a laptop
I close most of my meetings. I just don't have enough of them.

Strong closers often have weak pipelines because selling and prospecting compete for the same hours. Client work wins every time, so new meetings only get booked when things are already slow.

Half the meetings we book don't show up.

A meeting booked with no confirmation, no reminder and no clear reason to attend is easy to skip. No-shows usually mean the booking process is weak, not that the lead was bad.

The last company booked us with interns and receptionists.

Booking whoever answers the phone hits a quota but wastes your time. A meeting only counts if the person on the call can say yes or get you to who can.

I walk into calls knowing nothing about the prospect.

If the setter doesn't pass along what they learned, you repeat the discovery the prospect already did. That feels sloppy to the buyer and costs you trust in the first five minutes.

The cost of waiting

What it takes to book one meeting by phone

19 dials
per conversation for the average rep

Average connect rate of 5.4%, versus 13.3% for top-quartile reps. Gong analysis of 300M+ cold calls.

4.6%
of connected cold calls end in a booked meeting for the average rep

Top-quartile reps book 16.7%. Gong analysis of 300M+ cold calls.

28%
fewer no-shows with automated reminders

Average drop reported by Calendly's sales users.

If you are doing this yourself, that is hours of dialing for every meeting, and every no-show throws part of that work away.

What we do

Meetings that are booked right, confirmed and briefed

Two professionals shaking hands across a desk by a bright window

We own the part of sales most people avoid: dialing, gatekeepers, voicemail and follow-up, until a decision maker says yes to a time.

01

Calling in your buyers' hours

Our callers work US business hours for Florida, Texas and California time zones. Calls go out when owners and managers are actually at their desks.

02

Decision makers only

We agree on target titles before launch, such as owner, VP of Operations, facilities director or IT manager. A gatekeeper is a route to the buyer, never the meeting itself.

03

Booked straight into your calendar

We book through your Calendly, HubSpot meetings or GoHighLevel calendar with your rules for length and buffers. Round-robin across closers if you have more than one.

04

Confirmation and reminders

Every meeting gets a confirmation email with the agenda, a reminder the day before and a short note on the day. If a prospect needs to move, we reschedule instead of losing them.

05

A brief on every meeting

You get the contact's title, company size, current setup, the problem in their words and the BANT notes. Read it in two minutes, walk in ready.

The detail

How it works, in depth

Smiling woman talking on her mobile phone at a desk with a laptop
Our standardWhat a qualified meeting must include

Before launch we write down what counts as a qualified meeting for your business. If a meeting doesn't meet the bar, it doesn't go on your report as a win. Our default checklist:

  • The right person. Title matches your target list, or the contact confirmed they own the decision or will bring the person who does.
  • A real need. The prospect described a problem your service solves, in their own words, and we logged it.
  • A reason for now. A contract ending, a new location, a hiring push, a bad experience with a current vendor, or a seasonal deadline.
  • Fits your ICP. Industry, size and location match what you sell and where you sell it.
  • Agreed time and channel. The prospect accepted a calendar invite for a specific time, with a phone number or video link.
  • Brief attached. The CRM record has notes your closer can read before the call.

We also log meetings that missed a box as "soft" meetings so you can decide whether to take them. You stay in control of your calendar.

No-showsHow we keep no-shows down

Booking is half the job. Getting the buyer to show up is the other half. Calendly reports that its sales users cut no-show rates by 28% on average with automated reminders. We use reminders plus a few habits that matter even more:

  • Book soon. We aim for a slot within a few business days. A meeting booked three weeks out competes with everything that happens in between.
  • Confirm on the call. Before hanging up, the setter repeats the day, time and time zone, and checks that the invite arrived.
  • Give a reason to attend. The invite says what the prospect gets from the meeting, in one line, using what they told us.
  • Remind twice. A reminder the day before and a short message on the day. If you use GoHighLevel, we can add SMS where the prospect has agreed to it.
  • Chase every no-show. Same day, we call and email to rebook. Many no-shows are a busy morning, not a lost interest.

Your weekly report shows meetings booked, meetings held and show rate, so you can see the real number, not just the booked one.

GatekeepersGetting past the front desk without games

In commercial cleaning, contractors, logistics and insurance, the first voice you hear is often a receptionist or office manager. We treat them as the most useful person in the building, not an obstacle.

  • We use the decision maker's name and a short, honest reason for the call.
  • We ask for help: "Who handles your facility contracts?" gets more answers than "Can you put me through?"
  • We ask for the best time to call back and the direct line or email, then log it.
  • We never pretend to be a customer or a vendor with an open invoice. That burns the account for good.

We also time calls to reach owners before the office opens or after it quiets down, when they often answer their own phones.

Every gatekeeper conversation gets logged: the receptionist's name, what they told us, the best time to reach the owner. The next call starts warmer. The second or third polite call to the same front desk often goes better than the first, because by then the caller is a familiar voice and not a stranger.

How it works

From discovery call to weekly report

About two to three weeks from first call to first dials. The full process →

Man waving to a client on a laptop video call at home01

Discovery call

We learn your offer, your best customers and what a good meeting looks like for you.

Two colleagues planning at a whiteboard covered in sticky notes02

Lists and scripts

We build your ideal customer profile, pull and verify target lists, and write call and email scripts for your market.

Smiling man on a headset call working at a laptop by a window03

Launch

Calls, emails and LinkedIn go live in your prospects’ business hours, under one partner’s watch.

Three colleagues laughing together around a meeting table with laptops and charts04

Weekly report

Every week you see calls made, conversations held and meetings booked, straight from the CRM.

Before Trifecta

Done before, for US companies

Before Trifecta, Cynthia set appointments for a California AI company from 2023 to 2025 on a team making 300+ outbound calls a day, the same work this service runs for you.

Cynthia Akubue
Partner track record · before Trifecta

Appointment setting for a California AI company

Cynthia spent more than two years as an appointment setter for a California AI company, working a high-volume phone desk: 300+ outbound calls a day, qualifying each lead against what the company offered, handling objections and booking the meeting. Safiya and Sylvia also worked on that company’s outbound team.

300+ outbound calls a dayLeads qualified on fit before bookingRemote, US business hours

Led by Cynthia Akubue →

Trifecta is a new agency. These are the partners’ own past roles, shared with their permission and without naming the employer. See the full track record.

Packages

Pick a starting point

Pipeline Starter is built for owners who need booked meetings now: appointment setting by cold calling, BANT-qualified meetings and a weekly report.

Best fit for this page

Pipeline Starter

For owners who need booked meetings now

  • Appointment setting by cold calling
  • BANT-qualified meetings on your calendar
  • Weekly report
Compare packages →

Growth SDR

For teams ready for steady outbound

  • A dedicated SDR
  • Calls, email and LinkedIn
  • List building and script testing
  • Every touch logged in your CRM
Compare packages →

Full Revenue Team

For companies building a sales function

  • Everything in Growth SDR
  • CRM setup and sales automation
  • Reporting dashboard
Compare packages →
Questions

What buyers ask us first

Do you guarantee a number of meetings?

No. Anyone who guarantees meetings before knowing your market is guessing. We agree on activity targets and a clear definition of a qualified meeting, then report weekly so you can judge the results yourself.

Who will be calling our prospects?

Trifecta partners who have spent years calling US business owners. One partner owns your campaign, makes or oversees the calls, and listens to recordings every week.

Will you use our calendar or a shared one?

Yours. We book through Calendly, HubSpot meetings, GoHighLevel or whatever you already use, with your rules for meeting length, buffers and who takes which lead.

What if a prospect is interested but not ready?

We log the reason and set a follow-up date in your CRM. Many good deals start as "call me after our busy season". We call them back when they asked us to.

Do you only call, or also email?

Calling is the core of this service. We support it with follow-up emails and LinkedIn touches when a prospect doesn't pick up. If you want all three channels at full volume, look at our outsourced SDR service.

Do you call consumers or only businesses?

Businesses only. We call owners and managers about business services. That keeps us clear of most consumer telemarketing rules, and we still respect calling hours and do-not-call requests.

How fast can we start?

After the discovery call we need your ICP, target titles and calendar rules. Lists and scripts take about a week. Then calls start under one partner's watch.

Book a strategy call

Let's fill your calendar with the right people

Book a strategy call. Tell us who you sell to, and we'll tell you how we'd reach them and what a qualified meeting looks like for you.

  • 01We look at your offer, deal size and ideal buyer.
  • 02We tell you which channel and package fits, and what volume to expect.
  • 03You get a written quote. No pressure.

We reply within one US business day. No spam, no sharing your details. Privacy

Book a strategy call →