SaaS Appointment Setting

Project Description

📅💼 SaaS Appointment Setter

🌐 Overview

We are seeking an experienced SaaS Appointment Setter to drive qualified meetings with potential clients for our SaaS offerings. The goal is to schedule high-quality appointments with decision-makers, ensuring a steady flow of sales opportunities for our business development team.

This project focuses on researching prospects, personalized outreach, and calendar management to maximize conversion rates.

🎯 Main Objective / Task

• Identify and qualify prospective SaaS clients based on ICP (Ideal Customer Profile).
• Conduct outbound outreach via email, LinkedIn, phone calls, or other channels.
• Schedule appointments and demos directly into the sales team’s calendar.
• Maintain accurate CRM records for all interactions and follow-ups.
• Collaborate with the sales team to optimize messaging and targeting strategies.
• Provide weekly reporting on outreach, appointments set, and conversion metrics.

🧩 Skills Required

• 🔍 Prospecting & Lead Qualification: LinkedIn Sales Navigator, Apollo.io, or ZoomInfo
• 💻 CRM Tools: HubSpot, Salesforce, Pipedrive, or Zoho
• ✉️ Email & Messaging: Cold email, LinkedIn outreach, follow-up sequences
• 📞 Communication Skills: Professional and persuasive in calls and messages
• 📊 Reporting & Analytics: Track KPIs and optimize outreach strategies
• 🎯 B2B SaaS Knowledge: Understanding SaaS sales cycles and decision-makers
• 🤖 Automation (Optional): Using tools like Lemlist, n8n, or Make for workflow efficiency

💼 Deliverables

• Verified prospect list aligned with ICP
• Scheduled appointments and demos in the sales team calendar
• CRM updates with all interactions
• Weekly report of performance metrics

🕒 Mission Duration

4–6 weeks (depending on target segment size and campaign frequency)

💡 Outcome

A reliable appointment setting system that ensures a steady pipeline of qualified leads, reduces the sales team’s outreach burden, and accelerates SaaS client acquisition.

🚀 Ideal Candidate

A proactive B2B appointment setter with strong communication skills, SaaS knowledge, and experience booking high-quality meetings with decision-makers.