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Appointment setting is the final step in the lead generation process. At this stage, a prospect has moved through the lead generation funnel, been qualified, and has expressed interest in speaking to a sales representative. The prospect has been carefully screened for the following: Are they the decision maker? Do they have the needed budget? Are they likely to purchase your product or service? You may have other criteria specific to your business needs that have been met at this stage. Now, our representatives coordinate the prospect’s calendar and availability with a sales representative and sets the appointment. Both the prospect and the sales representative receive a invitation and schedule to the appointment and confirm their availability.

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