How to delegate · Sales and lead generation
How to delegate appointment setting
Delegate appointment setting by defining what a qualified meeting is, the questions to ask, and whose calendar to book. Your hire follows up with leads by email, phone, or text, qualifies them against your criteria, books the meeting with context in the invite, and sends a reminder to cut no-shows.
How to delegate appointment setting, step by step
1. The SOP outline
- Contact new leads within the agreed response time.
- Ask the qualifying questions and record the answers.
- Book qualified leads into the right calendar with notes in the invite.
- Send reminders the day before and an hour before.
- Reschedule no-shows and update the CRM stage.
2. Access and tools to set up
- CRM access with lead views and stages.
- Booking links or calendar access for each salesperson.
- A phone or texting tool for follow-up.
- Written qualification criteria and call scripts.
3. What good looks like
- New leads hear back fast, while interest is high.
- Salespeople only meet qualified prospects.
- No-shows are low because reminders always go out.
4. Weekly metrics to review
- Speed to first contact.
- Meetings booked and show rate.
- Booked meetings that sales rated qualified.
Mini SOP checklist
- Contact new leads quickly
- Ask every qualifying question
- Book with notes in the invite
- Send two reminders
- Reschedule no-shows
- Update the CRM stage
Who to hire for appointment setting
Sales Development Representative. A full-time Sales Development Representative from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
Time-zone overlap finder: See which hours your hire in the Philippines overlaps with you and your customers.
Related tasks to delegate
- How to delegate inbound lead qualification
Delegate inbound lead qualification by writing a scoring rule, such as company size, need, budget, and timeline, and a reply for each outcome.
- How to delegate meeting scheduling
Delegate meeting scheduling by giving your assistant a booking playbook: your preferred meeting windows, default lengths, the scheduling link to share, and a reply template for back-and-forth requests.
- How to delegate sales follow-up
Delegate sales follow-up by giving your hire a cadence for each stage, such as after a demo, after a proposal, and after going quiet, with message templates for each.
Questions about delegating appointment setting
What makes an appointment qualified?
Write it down: the right role, a real need, a timeline, and budget fit, for example. Your setter should book only when the answers meet the bar, and note why in the invite.
How fast should leads be contacted?
As soon as possible during business hours. A hire working your hours can respond to inbound leads the same day, often within minutes.
Who should I hire to handle appointment setting?
A full-time Sales Development Representative. A full-time Sales Development Representative from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand appointment setting to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.