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Outsource2india Provided a US-based Company with Appointment Setting Services

Case Study on Appointment Setting Services Provided to US-based Client

The Client

The client is a leading provider of financial assistance services and is headquartered in California with offices spread across various states in the US.

Client's Requirement

The client wanted to expand its customer base by reaching out to customers and generating appointments which it could then pursue.

Client's Challenges

The main challenge was that the client wanted the team to be up and running within a quick time and that they wanted each caller to generate a minimum of 1 appointment per day.

O2I's Solution

O2I assigned 10 candidates to this project to generate as many appointments as they could. The team took up the challenge and began generating a minimum of 1 appointment per day right from day 1. The key responsibilities handled by the team were:

  • To extract information on potential clients from different online sources.
  • Arrange appointments by coordinating with team members at the client's end.
  • Maintain complete accuracy and confidentiality.
  • Meet stringent deadlines.


From an initial team strength of 10 callers, the size of the team now stands at 15 callers. Furthermore, the performance of the team has increased from 1 appointment per day per person to 3. The client is delighted with the results and has committed to increasing the number of callers on the team once the festive season has passed.

Outsource Appointment Setting Services to Outsource2india

Outsource2india is a premier appointment setting service provider and also provides a full spectrum of other call center services to a global and diverse clientele. Our ISO 9001:2013 accreditation stands as a testament to our unwavering commitment to provide only the highest quality services to our clients. Our team of expert call center professionals makes use of the latest and best software tools, techniques, best practices, and technologies to provide cutting-edge services that you can trust.

If you are looking for high-quality and cost-effective appointment setting services, get in touch with us today.

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