Any appointment setting company can fill a calendar. The question is how many of those meetings your closers would have wanted. Ultima agrees the qualification bar with you first, books only against it, and reports on meetings actually held and the opportunities they created.
B2B appointment setting for US companies. We are not paid per meeting, because that pays a vendor to lower your bar.
Prospecting, qualification, and closing, run by one team that owns the number rather than the activity log.
Every inbound lead contacted inside a defined response window, so demand your marketing paid for does not decay in a queue.
One written bar covering role, need, authority, and timing, applied the same way to inbound and outbound alike.
Phone, email, and LinkedIn run as one cadence per account, so a buying group gets reached rather than one contact emailed five times.
Pipeline stages, fields, and automations configured in your system of record, with reps logging activity as they work.
Where the scope runs past the booked meeting, our closers work the deal through negotiation to signature alongside your team.
Meetings held, opportunities created, and conversion by stage and source, plus what we are changing next week and why.
Vendors paid per appointment will always find you appointments. We agree what qualifies before booking anything, and we are not compensated on volume.
No-shows usually mean the prospect was talked into it rather than genuinely interested. We confirm, remind, and re-qualify before the call, and we report held rates openly.
A junior contact who cannot buy wastes a closer's hour. Targeting is built around roles with authority, and we multithread into the buying group rather than settling for whoever replied.
Promises made to secure a meeting become objections in it. Our setters work from the same messaging your closers use, and you can listen to the recordings.
The average B2B buying group is nearly seven people. We work multiple contacts per account so a single champion going quiet does not end the opportunity.
Without held rates and downstream conversion, cost per appointment is meaningless. We report cost per held meeting and per opportunity created, so the number is comparable to your other channels.
So the commitments below are structural rather than promises: they change who does the work, what counts as qualified, and what you keep afterwards.
Your reps work your account only. They learn the product, sit on your calls, and introduce themselves as part of your team.
Role, need, authority, and timing defined with your closers during onboarding, then applied to every booking without exception.
Phone, email, and LinkedIn run as one cadence against the same account, because a buying group is not reachable one way.
Lists, scripts, sequences, and call notes live in your systems throughout, so bringing the function in-house later starts from a working process.
Meetings held, opportunities created, and conversion by stage. Dial counts are available, but they are not how we ask to be judged.
No minimum term and no prepaid pilot, so the work has to keep earning the renewal rather than relying on a contract.
The full scope of a B2B appointment setting engagement with Ultima.
A working session with your closers to define exactly what a qualified meeting is, written down and agreed before any outreach starts.
Accounts matching your ICP, with multiple verified decision-maker contacts per account rather than a single generic inbox.
Phone, email, and LinkedIn touches sequenced per account, using the same positioning your closers use so nothing is oversold.
Meetings booked directly into your closers' calendars with a written brief covering the account, the need, and what was and was not promised.
Confirmation and reminder sequences before each meeting, plus rebooking for the ones that slip, because a no-show is not the same as a dead lead.
Meetings booked, meetings held, opportunities created, and cost per held meeting, broken down by segment so you can see which targeting is working.
Eight stages, each ending in something you can review. Outreach does not start until the offer, the list, and the qualification bar are all signed off.
We interview your team, read closed-won and closed-lost, and pressure-test whether the offer is ready for outbound.
Scope and go/no-go
The pattern in your won deals, turned into a written profile and a segmented view of the addressable market.
ICP document
Accounts researched against the ICP, with several decision makers verified per account rather than one generic inbox.
Verified target list
Call scripts, email sequences, and LinkedIn touches written with your team, using the positioning your closers already use.
Approved sequences
Dedicated sending domains, SPF, DKIM and DMARC, mailbox warm-up, and your CRM configured for the pipeline stages we will report on.
Live sending stack
Role, need, authority, and timing agreed with your closers and written down before a single meeting is booked.
Written definition
Dedicated reps working the list daily across every channel, qualifying against the bar and logging as they go.
Meetings in your calendar
Weekly reporting and recorded call reviews, with the segments and messages that are not working cut rather than defended.
Weekly pipeline report
Reps log every call, note, and stage change in your system of record as they work. Nothing lives in a vendor tool you lose access to later.
You own the asset. Target lists, scripts, sequences, call notes, and pipeline history stay in your accounts throughout. If the engagement ends, or you bring the function in-house, you inherit a documented process instead of starting from nothing. If you do not have a CRM configured for outbound yet, we set one up during onboarding and it remains yours.
Priced on the team and the scope, never per meeting. Paying a vendor per appointment pays them to lower your qualification bar. Every tier is month to month, so the work has to keep earning the renewal.
A part-time rep on one channel, working the inbound leads you already generate so demand stops decaying in a queue.
One named SDR on your account across phone, email, and LinkedIn, running inbound follow-up and outbound against your target list.
Two SDRs plus closer support, owning the pipeline from first contact through to a signed deal rather than handing off at the meeting.
Any tier above, plus the SEO and marketing that creates the inbound in the first place, reported as one funnel instead of two.
No setup fee and no minimum term. If a pipeline review shows outbound is not right for your offer yet, we will tell you before you spend on it.
These are commitments made elsewhere on this page, not aspirations. No competitor is named and no result is claimed.
Most appointment setting is sold per meeting. It sounds like accountability, but it quietly pays the vendor to lower your qualification bar, because their revenue depends on volume and yours depends on quality.
We price on the team and scope instead. That removes the conflict: a setter who decides a prospect is not worth your closer's hour costs us nothing, so they are free to make the right call. It also means the held rate and the downstream conversion numbers are ours to be judged on, rather than metrics we would rather you did not look at.
Ask any appointment setting company you are comparing for their held rate and their opportunity-creation rate, not their booking count. The gap between those numbers tells you most of what you need to know.
of B2B buyers prefer a rep-free sales experience (Gartner). The few conversations you do get therefore carry the whole deal.
people in the average B2B buying group, up from 5.4 (Harvard Business Review). One champion is no longer enough to move a deal.
of sales organizations use cold calling as a primary channel, and 25% as a secondary one (HubSpot). The phone still works inside a sequence.
Source: Gartner, Harvard Business Review, HubSpot
Sales converts demand, it does not create it. These are the divisions that feed the pipeline Ultima works.
It finds and contacts prospects on your behalf, qualifies their interest, and books meetings into your sales team's calendar. The value depends almost entirely on the qualification standard applied. Ultima agrees that standard with your closers before outreach begins and reports on meetings held rather than meetings booked.
No, deliberately. Pay-per-meeting pricing pays a vendor to book as many meetings as possible, which is the opposite of what you want. We price on the size of the team and the scope of the engagement, so a setter can decide a prospect is not worth your closer's time without it costing us anything.
Whatever you and your closers define during onboarding. It usually covers the contact's role and authority, a real and current need, and a timeframe worth pursuing. We write it down, apply it consistently, and revisit it if your closers start pushing back on the meetings they receive.
Some no-shows are unavoidable in cold outreach. What matters is whether the provider works to reduce them and reports them honestly. We run confirmation and reminder sequences before every meeting and rebook the ones that slip, and held rate is a headline number in your weekly report rather than something buried.
Lead generation creates interest; appointment setting converts that interest into a booked conversation. They overlap, and we run both, but the deliverable differs: outbound lead generation produces qualified pipeline and contact records, while appointment setting produces meetings in a closer's calendar. If you are unsure which you need, the pipeline review will tell you.
B2B markets with a considered purchase and an identifiable decision maker. That covers most software, professional services, managed IT, healthcare suppliers, and industrial sectors. Where we are weaker is very high-volume transactional selling and consumer markets, and we would rather say so than take the engagement.
Yes. Calls are recorded where the jurisdiction allows and made available to you. Setters who overpromise to secure a booking damage your reputation in a market you have to keep selling into, so making the calls inspectable is a control for you rather than an inconvenience for us.
Tell us where you want to rank. We'll send back a free audit and a clear plan to get you there.