Appointment setting

What you do

A useful meeting needs the right person, a clear reason to talk and an accurate handover. Ask how the employer defines a qualified appointment.

• Research the business and who to contact.
• Use approved outreach channels.
• Ask about needs, timing and the decision process.
• Agree the meeting and confirm the details.
• Record what you learned for the closer.

A day might look like this

Check today’s meetings. Research prospects. Make calls and follow-ups. Finish with notes and handovers. This is an example, not a set timetable; some teams use inbound enquiries, others rely on cold outreach.

What helps

Listen carefully, explain yourself clearly and stay organised. Expect unanswered calls, rejection, cancellations and targets.

Look for SDR, BDR, lead generation, appointment setter and telesales roles. Check the duties: some also involve closing.

Customer service or other customer-facing experience can give you useful examples. Entry requirements and training vary. Check whether the job is field, office, hybrid or explicitly home-based.

What about pay?

Basic pay is fixed. OTE includes potential earnings at an agreed level of performance. Commission could depend on accepted meetings, sales or another result. Ask what triggers payment and whether it can be reversed.

Advert checked 3 October 2026: Flatpay’s London BDR role lists £40,000–£45,000 OTE and £2,120 minimum monthly commission. No separate basic salary is stated. It requires five office days. Check the guarantee’s terms; this is one advert, not an average.