Your Team Closes More When We Handle The Scheduling.

Fair Vantage Group manages customer engagement, qualification and appointment coordination — giving your advisors, consultants and sales professionals fully prepared conversations instead of time-consuming admin work.

Introduction

Appointment setting is one of the most time-consuming stages of customer acquisition.

Customers need to be

Contacted at the right time

Qualified correctly

Informed clearly

Reminded when necessary

Scheduled into your calendar

Prepared for the meeting

Most organisations struggle with

inconsistent follow-ups
unqualified or confused customers
no-shows
wasted sales time
poor conversion after initial enquiry
operational gaps
slow response times

Fair Vantage Group solves all of these challenges with a full-service, non-advisory appointment-setting team that ensures every meeting is meaningful, structured and ready for your specialists.

What Our Appointment Setting Team Does

We handle the entire pre-meeting process — from initial contact to warm handoff.

Outbound Appointment Setting

We call customers who have

submitted a form
requested a call-back
shown interest in your offer
re-engaged through remarketing
interacted with your content

Inbound Appointment Setting

For customers who reach out directly, we

answer enquiries
qualify intent
schedule appointments
confirm booking details

Calendar Management

We integrate with your

CRM
scheduling tools
booking platforms
advisor availability calendars

Your team sees appointments in real time.

Reminder & Confirmation Calls

We reduce no-shows significantly by

calling prior to the appointment
sending reminder messages (with consent)
confirming the customer is prepared

Warm Appointment Transfers

If your team prefers immediate consultations, we

qualify the customer
confirm readiness
transfer directly to an advisor

Our Appointment Setting Methodology

1
Customer Contact
We reach out quickly and professionally.
Factual Qualification
We confirm
• the customer’s genuine interest
• their understanding of the service
• basic eligibility (non-advisory)
• preferred time
• required preparation (documents, context, etc.)

2
3
Consent Verification
Before scheduling
• we reconfirm consent
• explain who they will speak to
• ensure full understanding
Appointment Booking
We book directly into your system.

4
5
Confirmation
We confirm time, date and expectations.
Reminders & Attendance Management
We help reduce no-shows by maintaining engagement.

6

Industries That Use Our Appointment Setting Services

Our appointment setting works for any business requiring structured consultations, including:

Financial Services

loan enquiries
credit improvement
financial wellness sessions
partner introductions
(non-advisory scheduling)

Insurance Providers

consultation calls
policy explanation appointments
(we do not explain policies — we only schedule)

Debt-Solution Networks

assessment calls
income/credit review appointments
(again, we do not advise — only schedule)

Telecom Providers

broadband installation booking
fibre availability checks
mobile upgrade calls

Energy & Utilities

switching consultations
solar installation assessments
home efficiency appointments

Home Services

repair visits
installation quotes
renovation discussions

Professional Services

legal consultations
accounting appointments
business service calls

If your business needs scheduled consultations, we can support it.

Why Our Appointment Setting Improves Conversion

1. Faster Response Times
Customers are contacted quickly, reducing drop-off.
2. Pre-Qualification Ensures Relevance
Your team speaks only to customers who meet basic criteria.
3. Clear Expectations Increase Trust
Customers know why they’re being contacted and what will happen next.
4. Fewer No-Shows
Automated reminders and confirmation calls significantly reduce absence rates.
5. More Efficient Sales Teams
Your experts spend time closing — not chasing customers.
6. Customer Experience Improves
Professional communication builds brand confidence.

Compliance Model for Appointment Setting

We follow strict rules to protect your compliance and brand reputation.

We DO

confirm consent
use scripted, factual questions
set expectations clearly
provide transparent booking details
document all interactions

We DO NOT

give advice
recommend products
compare services
discuss suitability
make promises
pressure customers

All regulated tasks remain with your authorised advisors only.

Appointment Types We Support

Phone Consultations

Booked directly with your advisors.

Video Appointments

Integrated with your preferred meeting platform.

In-Person Meetings

Scheduled at your office or the customer’s location.

Warm Transfers

Immediate consultations with no delay.

Multi-Step Appointments

For services requiring multiple engagement stages.

FAQs

Q1: Do you provide sales advice during appointment calls?

No. We only schedule meetings and gather factual information.

Q2: Can you integrate with our CRM?

Yes — we integrate with most CRMs and booking platforms.

Q3: Can you handle different time zones?

Yes — we schedule globally.

Q4: Do you manage inbound appointment requests?

Absolutely.

Q5: How do you reduce no-shows?

By using reminder calls, SMS (consent-based) and confirmation workflows.

Q6: Can you scale appointment volume quickly?

Yes — we can scale as your capacity grows.