B2B Demand Generation Partner

Appointment Generation

Appointment generation built around relevance, context and the prospect’s readiness-not simply the number of meetings booked.

TAG helps businesses create meaningful sales conversations with prospects who fit the campaign objective and are ready for the appropriate next step.

Point of View

A meeting isn't the objective. The right conversation is.

Appointment generation can become a numbers game. But a meeting only creates value when there is a reason for both sides to have the conversation.

01

Relevance

Does the prospect fit the audience and campaign criteria?

02

Challenge

Is there a relevant business, operational, technology or strategic challenge?

03

Interest

Is the prospect willing to explore how that challenge could be addressed?

04

Approach

What are they currently doing or considering?

05

Timeline

When do they expect to take action?

06

Next Step

What makes sense for the prospect and client’s objective?

Appointment Types

Different objectives call for different conversations.

01

Discovery Meetings

Understand the prospect’s situation in greater depth.

02

Sales Consultations

Connect relevant prospects with the appropriate sales resource.

03

Product Demonstrations

Turn genuine solution interest into a focused product conversation.

04

Product Trials

Move relevant prospects into trial or evaluation.

05

Solution Discussions

Create conversations around a specific business, technology or operational challenge.

06

Client-Defined Next Steps

Customize the outcome around the campaign objective.

Sales Handoff

Don't hand Sales a calendar invite. Give them context.

Lead information+Qualification+Conversation context+CH.A.T. summary+Recommended next action

The exact handoff format and depth are customized according to the client’s campaign requirements.

Right Next Step

Not every qualified prospect needs a meeting today.

A prospect may have a genuine challenge but a timeline that is months away. Another may be ready to speak with Sales. TAG identifies the appropriate next step within the rules of the campaign.

01

Sales meeting

A direct conversation when the prospect is ready.

02

Discovery call

Explore the situation in more depth.

03

Product demonstration

Show the relevant solution.

04

Consultation

Address a defined requirement.

05

Product trial

Move into evaluation.

06

Follow-up / Nurture

Continue the relationship when timing calls for it.

Ready to create the right next step?

Tell us what you’re trying to achieve, who you’re trying to reach and what you want the prospect journey to look like.

Discuss Your Campaign