Meetings booked on your calendar, compliantly

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. For context, 2026 cost guides put managed remote sales support at $7 to $15 an hour and $640 to $2,400 a month full time, while PayScale lists the average US virtual assistant at $19.45 an hour (Wishup, Cherry Assistant). AssistBPO prices per named setter for a block of hours rather than per meeting, so the setter has no reason to book meetings that will not show.

Three sources, in order of preference: your own lists of customers, past inquiries and consented leads; lists we build to your ideal customer profile through the lead generation desk, verified and scrubbed; or lists you buy from a reputable vendor with documented sourcing. Whatever the source, every list is scrubbed against do-not-call registers and your suppression list before the first dial, and consent status is logged in the CRM.

Each market has its own rules and we build them into the dialer and the script. US: TCPA consent, calling between 8am and 9pm local, no autodialer to cells without consent, state mini-TCPAs and two-party recording notices. UK: PECR with TPS and CTPS screening and Ofcom persistent-misuse rules. Canada: CASL and CRTC rules with National DNCL scrubbing. Australia: the Do Not Call Register and the Telemarketing Standard. Consent logs and recordings are yours to audit.

Whatever you define in onboarding, written down and scored. Most clients use a version of BANT: the right role, a real need, a rough budget or fit and a timeline, plus any deal-breakers such as company size or region. The setter records the answers in the CRM, and the weekly review checks how many booked meetings your reps agreed were qualified, so the bar moves up rather than down.

The setter introduces themselves with your company name, works from a script you approved and is matched for accent and pace to your prospect base during the 72-hour match. Every setter passes a phone and English assessment before joining a client desk, and recordings are scored monthly. Prospects hear your company, your value proposition and a person who can answer the first three questions.

Yes. Most campaigns run a short sequence: a call, a voicemail and an email the same day, a follow-up two days later and an SMS where consent allows. Emails carry your identity and an unsubscribe link under CAN-SPAM, PECR, CASL and the Spam Act, and SMS goes only to numbers with express consent. The sequence lives in your CRM so nothing is sent that you cannot see.

A confirmation goes out the day before and a reminder an hour before where consent allows. If the prospect does not show, the setter calls and emails within the hour to rebook, up to the number of attempts you allow. Show rate is on the weekly review by list and by setter, and a low show rate on a particular list usually means the qualification questions need tightening.

Discovery to a named proposal is 72 hours. Script, list scrubbing, dialer and calendar setup take the first week, practice calls are signed off by the team lead and live dialing starts in week two. First meetings typically book in the first live week; a steady weekly rate settles by week four once the script and list have been tuned in two weekly reviews.

You can buy it that way elsewhere and it sounds like the safer deal. The catch is that it pays the setter for a booking rather than for a meeting your rep is glad to have taken, so the qualification bar drifts downward and the calendar fills with people who were never going to buy. Paying for a named setter's hours puts the incentive back on the definition you wrote in onboarding, and the weekly review checks how many booked meetings your reps agreed were qualified.

A setter arrives with the parts a first SDR hire does not have: a trained backup who has read the same script, a team lead who scores recordings monthly, and the calling rules for each market already built into the dialer. What you give up is someone sitting in your sales meetings absorbing the product by osmosis, which is why onboarding writes the script, the objection guide and the qualification criteria down properly. The dedicated plan is sized for teams with two or more closers; founder-led sales usually starts on the part-time setter.

You change it or you stop it, and neither needs a negotiation. There is no minimum term to work out of: the plan runs month to month and thirty days notice ends it. The weekly review is the decision point. Conversation rate by list tells you whether the segment is wrong, show rate tells you whether the qualification questions are wrong, and the objection log tells you whether the offer is. Campaigns that look dead in week two are usually a list problem, so the first move is a new segment rather than a new setter.

Four things, in roughly the order we see them. A list that does not match the ideal customer profile, so the conversations happen with the wrong titles. A definition of qualified that nobody wrote down, so the setter and the reps argue after the fact. Reps who do not treat the handover as theirs, so meetings are not confirmed and the show rate falls. And a script that never changes, because the objection log was collected every day and then never read at the weekly review.