Appointment Setters Client Campaign Launch (Onboarding)

Appointment Setters Client Campaign Launch (Onboarding)

1. 01

   Submit client ICP brief and target list to Appointment Setters system

   Provide detailed buyer persona, firmographic filters, and any existing LinkedIn profile URLs. If no list is provided, Appointment Setters will use their AI to build one from your ICP criteria.

2. 02

   Select LinkedIn profiles for outreach

   Choose between using your own LinkedIn Sales Navigator accounts or Appointment Setters' verified profiles. Configure profile rotation to avoid flagging.

3. 03

   Approve AI-generated messaging copy and sequence design

   Review the outreach templates created by Appointment Setters' AI. Customize the value proposition and call-to-action per client's offer. Confirm the number of touchpoints and cadence timing.

4. 04

   Set appointment booking rules in the SDR dashboard

   Define meeting duration, available time slots, and calendar integration (Google/Outlook). Specify qualification criteria that SDRs must confirm before booking.

5. 05

   Activate campaign and monitor initial 48-hour reply rate

   Toggle the campaign live in the Appointment Setters admin panel. Check the first 48 hours of reply data to ensure AI targeting and copy are performing. Adjust ICP filters or messaging if reply rate is below 2%.

6. 06

   Schedule weekly handoff call with client

   After first appointments land (typically within 14 days), set a recurring 30-minute meeting to review booked meetings, lead quality feedback, and refine targeting for the next sprint.