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Outbound Appointment Setting

We Make the Calls. You Take the Appointments.

Outbound appointment setting for businesses — either fully done for you, or powered by AI agents your team can run.

No call centers. No hiring. No managing callers.

How It Works

Behind the scenes, intelligent AI agents handle the talking so calls don’t fail in the first 10 seconds.

1

We contact prospects on your behalf.

Outreach starts immediately with clean, consistent call behavior.

2

Conversations are handled clearly and professionally.

Keeps people engaged and prevents early hang-ups.

3

Prospects are qualified and appointments are booked.

Only real, interested prospects reach your calendar.

4

You show up and close.

No chasing leads. Just focused sales conversations.

BEYOND CALLS: DMs & MESSAGES → APPOINTMENTS

Replies Are Easy.
Appointments Are Not.

Meta and TikTok already reply to comments, and that’s great.

But replies don’t book appointments.

We turn DMs, calls, and messages into scheduled appointments, automatically.

No inbox watching No missed leads Just booked calendars

When someone:

  • Sends a DM
  • Comments on a post
  • Messages your business

WFS:

  • Responds instantly
  • Continues the conversation
  • Qualifies interest
  • Books an appointment or call
  • Adds everything to your CRM

Supported Channels

Always-on booking flow
Social DMs (Instagram, Facebook, TikTok in progress, LinkedIn) Website inquiries Inbound calls (optional add-on)

Every conversation ends in one place: your calendar and your CRM.

TWO WAYS TO WORK WITH US

Choose the model that fits your team

Same appointment engine. Two ways to deploy it, depending on whether you want fully done-for-you or team-controlled execution.

A

Appointment Setting as a Service (Premium)

For business owners who want results without managing callers.

  • We run outbound calling for you
  • We explain your service
  • We qualify prospects
  • We book appointments directly to your calendar
You don’t manage agents.
You don’t manage systems.
You just take appointments.

👉 This replaces hiring a call center.

B

Operator Mode (Lower Cost)

For agencies and teams who want control and scale.

  • We provide AI calling agents
  • We train your team
  • AI handles the conversation
  • Calls transfer to your agents when ready
Same engine. Shared infrastructure
More responsibility. Team-controlled
Lower cost. Cost-efficient

WHO THIS IS FOR

  • Tax & accounting firms
  • HVAC, roofing, contractors
  • Legal & professional services
  • Agencies and lead-gen teams

If your goal is appointments, not talk time, this is for you.

TRUST & TRANSPARENCY

  • Review calls anytime
  • See summaries and booked appointments
  • Full visibility into activity

We act on your behalf — but you’re always in control.

Two Ways to Work With Us

Pick the model that fits your team: fully done-for-you appointment setting, or operator mode where your team runs campaigns with AI agents.

• Premium
Appointment Setting as a Service

For business owners who want results without managing callers.

“You don’t run anything. We handle it.”

Plan Ideal For Price
Starter Local / small teams $$$
Growth Scaling businesses $$$$
Enterprise High volume / multi-location Custom
  • Outbound calling
  • Conversation & qualification
  • Appointment booking
  • Call summaries & reporting
  • Industry-specific setup
This is a full replacement for hiring callers or call centers.
• Lower Cost
Operator Mode (Run It Yourself)

For agencies and teams who want control and scale.

“We give you the system and train your team.”

Plan AI Agents Price
Operator Starter 1–3 agents $$
Operator Scale 5–10 agents $$$
Operator Pro 20+ agents Custom
  • AI calling agents
  • CRM or spreadsheet integration
  • Agent training
  • Call transfer & automation
  • Optional add-ons (QA, summaries)
Lower cost = you manage the operation.

Sales Qualification Questions

Use these on discovery calls to route buyers correctly.

Q1 — What’s the main result you want? +
Q2 — Do you want to manage callers or have us handle everything? +
Q3 — How are you currently handling outbound calls? +
Q4 — What industry are you in and volume target? +
Q5 — Speed & simplicity or lowest cost? +
This question alone closes deals.
INDUSTRY-SPECIFIC APPOINTMENT SCRIPTS

Opening-Focused Scripts (Not Sales)

Use these as your first 15–25 seconds. Keep it calm, clear, and appointment-driven.

TAX / ACCOUNTING
Best for: consult-first services
💼

Hi, this is calling on behalf of [Firm Name].

We’re reaching out because many individuals are reviewing their tax situation for this year and wanted to see if speaking with a tax professional would be helpful.

I’m not calling to sell anything — just to see if you’d like a quick consultation.

If so, I can schedule that for you now.

Goal Book consultation
HVAC / CONTRACTORS
Best for: estimates + service visits
🛠️

Hi, this is calling on behalf of [Company Name].

We’re reaching out to homeowners in your area to see if anyone needs service, maintenance, or a quote.

If you’re open to it, I can schedule a quick appointment with a technician to take a look.

Goal Book service visit / estimate
LEGAL / PROFESSIONAL SERVICES
Best for: consultation-driven firms
⚖️

Hi, this is calling on behalf of [Firm Name].

We’re reaching out to see if you’d like to speak with an attorney about your situation.

There’s no obligation — just a consultation to understand your options.

Would you like me to schedule that for you?

Goal Book consultation
AGENCY / OPERATOR (TRANSFER SCRIPT)
Best for: warm transfers
🤝

Hi, this is calling regarding [Offer].

I just want to confirm whether this is something you’re open to discussing briefly.

If so, I can connect you with a specialist now.

Goal Warm transfer to agent
FINAL STRATEGIC NOTE (IMPORTANT)

You didn’t build “another SaaS.”

You built modern outbound infrastructure: calls + DMs + inbound routed into booked calendars and CRM.

You’ve now built
What this system actually is (in plain English)
  • Call-center replacement
  • Premium DFY service
  • Lower-cost operator platform
  • Clear industry expansion path
  • Future avatar demo system
This is not a SaaS company.
This is modern outbound infrastructure.
If you want next, I can
Pick one and we finalize it end-to-end
1
Turn this into actual web sections (HTML / Odoo blocks)
2
Create industry landing pages (tax, HVAC, legal)
3
Write avatar demo scripts
4
Build sales decks or onboarding flows
Just tell me what to finalize next.
I’ll keep the same site colors, buttons, and styling like your current homepage setup.
Optional Add-On

Never miss a call — we answer, qualify, and book appointments for you.

Every inbound call is handled professionally and routed into your calendar and CRM.

Add-Ons

INBOUND CALL HANDLING

What This Add-On Does

In addition to outbound appointment setting, WFS can also answer inbound calls on your behalf.

When someone calls your business:

  • A real conversation happens
  • The caller is helped immediately
  • Appointments are scheduled based on availability
  • You receive a clear summary

This works for any inbound inquiry — not just emergencies.

Example (Plumber / Home Services)

Someone calls your plumbing business.

Instead of voicemail or missed calls:

  • WFS answers the call
  • Understands the issue
  • Checks available appointment slots
  • Schedules the job
  • Sends you the details

You don’t pick up the phone.

You just see a booked appointment.

What We Handle on Inbound

  • Answer incoming calls
  • Understand the reason for the call
  • Ask the right qualifying questions
  • Check your availability
  • Schedule appointments
  • Route urgent calls if needed
  • Capture notes and call summaries

What You Control

  • Business hours
  • Appointment rules
  • Available time slots
  • Emergency vs non-emergency handling
  • When calls should transfer to you

Who This Is Perfect For

  • Plumbers
  • HVAC & contractors
  • Medical offices
  • Law firms
  • Any business missing inbound calls
  • Any business tired of answering the phone

You don’t pick up the phone.

💰
Pricing Structure (Add-On)

Inbound Call Handling Add-On

Add-on to any WFS plan

Tier Ideal For Price
Inbound Starter Low to moderate call volume $500–$750 / month
Inbound Growth High inbound demand $1,000–$1,500 / month
Inbound Pro 24/7 or multi-location Custom
Tip: If you’re unsure, start with Inbound Starter and scale as call volume increases.

Includes

Add-On
  • AI answering inbound calls
  • Appointment scheduling
  • Call summaries
  • CRM/calendar sync
This replaces a receptionist or front desk.

How It Fits With Your Two Modes

Inbound call handling strengthens both service paths — differently.

Appointment Setting as a Service (Premium)

  • Outbound calls → book appointments
  • Inbound calls → never miss opportunities
  • Fully done-for-you front office
👉 Highest value, highest margin

Operator Mode (Lower Cost)

  • AI answers inbound calls
  • Transfers to agents when needed
  • Team handles escalations
👉 Still cheaper than staff

🧠 How to Explain This in One Sentence (Sales)

“We don’t just make calls — we also answer them and book appointments for you.”
“Outbound fills your calendar. Inbound makes sure nothing slips through.”

🔑 Why This Is a Big Win Strategically

  • Doubles perceived value
  • Solves a universal pain (missed calls)
  • Makes churn very unlikely
  • Positions WFS as front-desk + outreach
  • Justifies higher premium pricing
  • Competes directly with call centers + receptionists
At this point, WFS becomes:
Your phone operation, handled for you.
Add-On

Social Media Automation & DM Replies

Turn Social Conversations Into Booked Appointments

Replies are easy. Booking appointments is not.

The Reality

Meta and TikTok already reply to comments — and that’s great.

But replies don’t:

  • Qualify interest
  • Follow up properly
  • Schedule appointments
  • Capture leads into your CRM

Most conversations stop at “Thanks for reaching out.”

That’s where leads are lost.

WHAT WFS DOES DIFFERENTLY

We turn DMs, calls, and messages into scheduled appointments — automatically.

No inbox watching. No manual follow-ups. No missed opportunities.

When someone:

The moment a prospect reaches out, WFS picks it up.

  • Comments on a post
  • Sends a DM
  • Asks a question

Instant response window matters — we prevent the drop-off in the first 10 seconds.

WFS:

Clear, professional conversations that lead to a booked calendar.

  • Responds instantly and clearly
  • Continues the conversation
  • Identifies intent
  • Books an appointment or routes the lead
  • Adds everything to your CRM
No inbox watching.
No manual follow-ups.
No missed opportunities.

How It Works

We turn everyday social interactions into real appointments — without inbox work, follow-ups, or manual routing.

  1. We publish and schedule social posts (optional)
  2. Comments or DMs trigger a real conversation
  3. Questions are answered automatically
  4. Interested leads are qualified
  5. Appointments are scheduled or calls are booked
  6. The lead is added to your CRM with full history

Every conversation ends in one place: your calendar and your CRM.

Platforms Supported

  • Instagram
  • Facebook
  • TikTok
  • LinkedIn
  • Messenger / WhatsApp (optional)

What Gets Added to Your CRM

  • Contact details (name, handle, platform)
  • Full message history
  • Interest level & tags
  • Appointment status
  • Notes and summaries
No more leads stuck in DMs.

Example: Local Business

“Do you service my area?”

  • Replies instantly
  • Confirms service area
  • Offers to schedule
  • Books the appointment
  • Adds the lead to your CRM

You only see the result — not the back-and-forth.

Example: Agency / Operator

  • Comments trigger DM conversations
  • AI qualifies the lead
  • High-intent leads go to the sales queue
  • Appointments or calls are booked automatically

How This Fits With WFS

Appointment Setting as a Service (Premium)

  • We manage posts
  • We handle DMs
  • We book appointments
  • You do nothing
👉 Fully done-for-you lead capture.

Operator Mode

  • Automated posting & replies
  • CRM lead creation
  • Your team follows up or takes calls
👉 Lower cost, more control.

Replies don’t book appointments. We do.

Pricing (Add-On)

Social Media Automation & DM Replies

Tier Best For Price
Social Starter Basic posting + auto replies $300–$500 / mo
Social Growth Full DM qualification + CRM sync $750–$1,000 / mo
Social Pro Multi-platform + routing + reporting $1,500+

Replaces social managers, inbox monitoring, and lost leads.

Stop replying. Start booking.

Turn every comment, DM, and message into a scheduled appointment — automatically.