White-Label Appointment Setting: An Agency Case Study

TL;DR

GenSales helped an agency win clients, then provided white-label appointment setting for the agency's clients. The company reports 17 client campaigns, separate from the agency's own prospecting. The partnership enabled the agency to offer outbound B2B lead generation alongside its consulting services.

Laptop displaying a calendar for scheduling appointments

Why did the agency hire a B2B calling partner?

The agency hired GenSales to find prospective customers for its own services.

Its initial goal was to build its client base. The relationship later expanded into calling on behalf of the agency's clients, according to GenSales.

How did the calling partnership expand?

The agency began offering its clients outbound calling delivered by the same team that supported its own prospecting.

The team described how that worked for some accounts:

  1. GenSales helped the agency win a new client. The calling team reached a company that went on to become an agency client.
  2. The agency added calling support. Alongside its consulting work, the agency arranged an outbound campaign for that client.
  3. GenSales then contacted potential customers for that client.

The agency used GenSales to find its own clients, then offered GenSales' calling services to those clients.

What did the agency gain from the partnership?

The agency could offer clients help reaching new buyers alongside its consulting services.

That gave the agency another way to support a customer after winning the account. It could bring in a calling team it had already worked with on its own business development.

The partnership continued through the agency's rebranding and included multiple client campaigns.

How to add calling support to an agency's services

GenSales provides B2B lead generation and appointment setting with fully US-based callers averaging 15 years of experience.

Give your agency's clients another way to reach prospective buyers. Talk to GenSales about outbound calling for your agency or its clients, including who to contact and what a qualified appointment should look like.

Frequently asked questions

What is white-label appointment setting for agencies?

A calling partner delivers appointment-setting services that an agency offers under its own brand. Before starting, agree on whose business callers represent, the service each campaign promotes, and where booked appointments should go.

How are appointments qualified for different agency clients?

Each client defines what counts as a qualified appointment. Requirements can include the target company, decision-maker role, and questions that establish fit. GenSales passes appointments to the client when all required criteria are met.

Can an agency supply its client's prospect list?

Client-supplied contacts can be used in a managed calling campaign. The calling team can also develop prospect lists as part of the managed service. List development supports the outreach program; standalone contact lists are not sold.

Who closes the sale after a B2B appointment is booked?

The client's sales team handles the sales conversation and closing. Appointment setting connects the client's sales team with a qualified prospect for a sales conversation. A booked meeting does not guarantee a sale.


David Juris is the Founder and CEO of GenSales, a B2B lead generation and appointment setting company founded in 2002. GenSales reports more than 300,000 scheduled appointments and uses a fully US-based calling team. Connect with David Juris on LinkedIn.

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