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Service

A full calendar of people worth meeting.

Fill your sales agent's schedules with qualified prospects.

An empty diary and a diary full of no-shows cost you the same thing. CSG books qualified prospects into your team calendars, confirms them ahead of time, and reworks the ones that slip, so your closers spend the day in conversations that can actually close.

How It Works

How we run it.

We qualify before we book

A meeting with an unqualified prospect wastes the slot and the trust. Criteria are agreed with you and applied on every call.

Booked straight into your calendar

Integration with your scheduling system means no double-booking, no manual re-keying and no lag between agreement and confirmation.

Confirmation cuts the no-show rate

Automated SMS and voice reminders ahead of the appointment, with a live agent call for the higher-value slots.

Slipped appointments are reworked

A no-show goes back into cadence and is re-approached rather than written off as a lost slot.

We optimise on show rate

Booking volume is easy to inflate and tells you very little. We report and tune on meetings that actually happen.

Outcomes

What you get out of it.

Calendars filled with qualified prospects

Booked against your criteria, not simply anyone who agreed to a time.

Fewer no-shows

Multi-channel confirmation ahead of every appointment, escalating for high-value slots.

Closers stay on closing

Your team stops prospecting for its own diary and starts meeting prospects.

Slipped meetings recovered

No-shows re-enter cadence automatically instead of disappearing.

What's Included

Everything in the engagement.

Qualification criteria design
Agreed before any booking is taken
Calendar integration
Direct into your scheduling system
Multi-channel confirmation
SMS and voice reminders
No-show rework cadence
Slipped meetings re-approached
Live agent booking
For high-value appointments
Territory and routing rules
Right rep, right diary
CRM write-back
Outcome logged per meeting
Show-rate reporting
Measured on meetings held
Delivered Via

The channels behind this service.

Human

Live Agent Calls

Maximise sales with a human touch from on-shore agents trained on your product, your objections and your compliance rules.

Scale

Automated Dialer

Drive high-volume outreach with smart routing, so every record gets the right number of attempts at the right hour.

AI Text

AI Messaging & SMS

Personalised conversations at scale, with keyword-driven conditional routing that hands hot replies straight to a human.

Proof

Clients who put their name to it.

12% more conversations

We talk to 12% more prospective students when CSG manages the lead connection and qualification process.

Enrollment Department Executive Kaplan University
Maximum yield per lead

When I gave a lead to CSG, I knew it was going to yield the most sales conversations possible.

Marketing Executive Fortune 1,000 Life Insurance Firm
Industries

Where this service earns its keep.

Insurance

Insurance

Carriers and agencies trust CSG to work every lead across phone, SMS and AI voice - from first touch to bound policy.

AutoHealthLifeHomeCommercial
Mortgage

Mortgage

Reach rate-sensitive borrowers the moment intent spikes, and keep aged leads warm until they are ready to move.

PurchaseRefinanceHome Equity
Home & Legal Services

Home & Legal Services

High-intent, high-competition verticals where speed to lead decides the case. We set the appointment before your rivals dial.

Appointment SettingMass TortPersonal Injury
FAQ

Questions buyers ask us.

Yes. We integrate with your scheduling system so appointments land in the right diary without manual re-keying or double-booking.

Confirmation ahead of the meeting across SMS and voice, and a live agent call for higher-value slots where the cost of a missed meeting is greatest.

They go back into cadence and are re-approached. A no-show is a timing problem far more often than a lost prospect.

Yes. We agree the criteria with you first, and a prospect who does not meet them is not put in your diary.

On meetings held rather than meetings booked. Booking volume is easy to inflate and tells you almost nothing about revenue.

Yes. Routing rules are configured so each prospect reaches the right diary based on geography, product or whatever split you use.

Next Step

Ready to see what this looks like on your data?

Secure a 30-minute strategic growth session and we will model the lift against your actual volume.

Book a Growth Session