Nerdy Joe — cold email and email marketing agency

We help companies in Orange County secure 3 - 5 sales meetings every week

Looking for a battle-tested appointment setting agency to get you meetings with potential clients in Orange County or beyond? Let the Nerdy Joe team, which has set over 1,000 meetings in the last quarter, run your appointment setting campaigns for you. We'll regularly add 3 - 5 meetings with qualified potential clients on your calendar every week.

appointment setting

Discover the different industries our appointment team has successfully generated a sales pipeline for:

lead generation program to get qualified leadslead generation clients of nerdyjoecold email marketingcold email strategycold email agency near meemail marketing company

Here’s how we can help you fill your calendar with more meetings…

In today's competitive business world, relying on outdated methods that don't guarantee consistent results can be detrimental to your brand visibility and growth. That's where we step in. We do the hard work so you focus on closing deals.

email marketing company

We'll target the right prospects

We'll determine the most valuable segment of your target audience and decision-makers. Our team will then manually compile a prospect list, incorporating intent and psychographic data to ensure our appointment-setting campaigns hit the mark.

lead generation company

We'll create compelling offers

We'll delve into your ideal customer profile (ICP) to uncover their pain points, and understand the emotions these challenges trigger. Then, we'll create a tailored offer that directly addresses their needs and positions your business as the ultimate solution.

cold email marketing

We'll set appointments and close deals

With the perfect offer in place for clients, we'll schedule sales calls with potential clients, add them to your CRM, and let you excel in your area of expertise: closing deals.

Want a more in-depth look into our appointment setting process? Here are some of our appointment setting case studies...

These appointment setting case studies go through our approach and how it applies to some of our B2B clients.

how to email a ceo: the strategy we use to get replies from $10M+ company ceos

How to Email a CEO: The Strategy We Use to Get Replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs  

Want to know the strategy we use to get replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs? Learn here how to email a CEO. 

Read the case study
Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Wondering how to promote your event using email marketing? Here's a case study on Event Email Marketing, and we generated 1,200+ event attendees in a week.

Read the case study
Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Want to get positive replies from your cold emails to executives or c-levels? In this case study, you'll learn how to write executive emails that work and generate leads.

Read the case study

How does our Orange County B2B appointment setting agency work?

Subscribing to our appointment setting services is pretty straightforward. See it for yourself 👀.

high quality leads and more leads from ideal prospects

1 Choose a subscription and pay

our email marketing and sales funnel is on point and gets you ideal clients

2 Get a Basecamp invite

our email marketing and sales funnel is on point and gets you ideal clients

3 Campaign launch

our sales funnel and email marketing is focused on personalized messages and generating leads for your sales team

4 Get results

Choose a B2B appointment setting plan that's right for you.

Each of our plans runs in a 1-month cycle and comes with a money-back guarantee.

See what our customers say about us...

Great appointment setting campaign is 30% writing, 30% targeting the right people, 40% understanding the target audience and their pain points. Our customers in the Orange County area love that we tick these boxes.

Mackenzi's testimonial for Nerdy Joe, e-commerce marketing agency

Mackenzi Leinder

Director of Sales at MindFire, Inc.

The copy Ernest writes is engaging, creative, relevant, timely, amazing at eliciting response and motivation of action, the list goes on. Beyond the work he produces, Ernest is a pleasure to work with! He's kind, a team player, full of ideas, and an asset to the team.

Irina's testimonial for Nerdy Joe, e-commerce marketing agency

Irina Maltseva

Head of Marketing at

Ernest is a very talented writer and online marketer. While working on the content for Hunter, I was amazed at how easily Ernest explains complex things, illustrating them with examples based on his diversified experience. It's always a pleasure to work with him.

What the FAQ

Have a question in mind about our Orange-County-based appointment setting agency but can't see it listed? Chill, just click on the "Check all FAQ" button, and you're all covered.

0 - What is B2B appointment setting?

B2B appointment setting is the practice of arranging meetings or appointments between a sales representative or corporate representative and a prospective client or decision-maker in the business world.

B2B appointment setting's main objective is to schedule a definite time and date for a salesman to get in touch with a prospect and have a substantive discussion. Depending on the requirements and desires of both parties, these engagements may take the shape of in-person meetings, phone conversations, video conferences, or webinars.

1 - How much do B2B appointment setting agencies charge?

Companies charge differently for appointment setting services, and there is no defined price that all businesses must adhere to. Additionally, it might be challenging to locate an appointment-setting business whose website clearly states the prices and service levels it offers.

The costs associated with these services vary from business to company and are often determined by elements including the organization's expertise, technical capabilities, team size, particular needs for the marketing campaign, and anticipated outcomes.

Agencies use various pricing strategies. Some companies charge based on a pay-per-appointment pricing model, while others have a flat fee for the service package. Plus, there are price structures that include factors like the campaign's length, the quantity of effort required, and even the project's size.

It's important to keep in mind that, depending on the appointment setting company you choose, you may need to make an upfront financial commitment or agree to work with one another for a minimum amount of time before starting to collaborate.

Our experience has shown that the price of appointment arranging services may vary from less than $1,000 to $50,000 per month. The agency you choose, the results you want, and the standing of your business all have a significant role in the ultimate price.

Transparent pricing is a top priority at Nerdy Joe. We are aware that when using an appointment setting company, your main objective is to generate leads and set up meetings for sales opportunities.

So, our appointment setting services are offered in three straightforward monthly packages at fixed prices. 2 sales-qualified appointments are yours for $499. Six sales-qualified appointments are yours for $999. We also offer 15 appointments that are sales-qualified for $1,999.

These packages, which are expertly crafted to complement the particular market dynamics of Orange County, provide outstanding value for your money in our opinion. Our pricing structure is open, competitive, and intended to optimize your return on investment.

2 - How does your appointment setting process ensure compliance with data privacy laws?

Data privacy is very important to us, and we scrupulously follow all relevant anti-spam regulations, including Orange County's. We recognize that failure to comply might result in severe fines and harm to your reputation. 

Therefore, we begin our approach by being quite acquainted with the data privacy regulations of each area in which we do business. In order to secure your company and your leads, our appointment setup procedure—which includes lead generation and data handling—is created to be entirely compliant with these rules.

3 - What are the best B2B appointment setting agencies for Orange County-based businesses?

There are several B2B appointment-setting companies that are appropriate for Orange County-based companies. Here are the best examples:

  • Nerdy Joe
  • Belkins
  • Martal Group
  • Tafaseel BPO
  • Valasys Media
  • Growth Rhino
  • Masdar
  • Chalanas
  • SalesRoads

These organizations may not all have physical locations in Orange County, but they all have thorough lead generation companies of the Orange County market, making them qualified to conduct B2B appointment scheduling for your Orange County-based company. 

4 - What is a B2B appointment setting agency, and why do I need one for my business?

A service that specializes in setting up meetings between your sales staff and prospective customers is known as a B2B appointment setup agency, like Nerdy Joe. 

The benefit for your company is that your sales force can concentrate more on completing transactions rather than devoting time and resources to finding leads and scheduling meetings. 

We at Nerdy Joe use our vast knowledge and highly skilled employees to provide you a pipeline of high-quality, sales-qualified leads, guaranteeing that the efforts of your sales team are maximized.

5 - How do you get Orange County-based qualified leads for B2B appointment setting?

For successful lead generation and appointment setting campaigns, it is essential to have a comprehensive understanding of your target audience and create an ideal customer profile that aligns with your objectives, and that’s regardless of the location. 

A crucial aspect of this process is acquiring in-depth knowledge about your product and the specific individuals it caters to, as well as understanding their motivations for needing your product.

So, if your target market is Orange County, we will conduct thorough research to identify the relevant individuals. We will carefully analyze their profiles or accounts to gain valuable insights about their preferences, needs, and behaviors.

Based on this information, we will develop a customized campaign tailored to capture their attention and convert them into sales-ready leads for your business. 

Our aim is to create compelling messaging and strategies that resonate with the target audience in Orange County, maximizing the potential for successful lead generation and appointment setting.

6 - How do I start a B2B appointment setting campaign in Orange County?

Starting a B2B appointment setting campaign with Nerdy Joe is always a smooth process for our clients. You just need to choose the plan that best fits your business needs and your budget. 

Upon signing up, we'll set up a project for you on Basecamp. You'll be added to the project automatically. After that, we'll begin a discussion onboard you, talking about important elements like your target audience and ideal customer profile (ICP). 

After figuring out the fundamentals, we'll ask for your credentials so that we can effectively execute the campaign on your behalf.

7 - How does Nerdy Joe work?

We always begin by comprehending your company's operations and the distinctive features of your goods or services. We can better organize meetings with the appropriate individuals for you if we have a better understanding of your unique requirements and objectives. 

Then, we'll conduct in-depth conversations (usually during calls or meetings) to understand the unique requirements and objectives of your company. Our plans and efforts are better able to be coordinated as a result. Additionally, it enables us to understand the outcomes you value and how to provide them. 

We'll carry out extensive market research to pinpoint your ICP and develop a consumer persona once we've got it sorted out. While we're at it, we'll set up domains or improve your LinkedIn account (depending on which we're utilizing for your campaign) to make sure it effectively attracts the interest of your target market. 

Our team will then craft personalized outreach messages designed to resonate with each individual on the list. In order to ensure ongoing engagement and create connections that result in conversions, we put a lot of effort into establishing and maintaining relationships with prospective leads. 

Our ultimate objective is to locate leads in your target market, establish relationships with them, and nurture these connections over time in order to turn them into sales-ready prospects who are eager to meet with you.

8 - How long will it take to get results?

If you are acquainted with B2B lead generation or appointment setting campaigns, you would know that the early phases of the campaign are mostly focused on testing, data analysis, and strategy optimization.

This method assists us in identifying the strategy that produces the best outcomes. To determine the go-to-market approach that produces the greatest outcomes, think of it as A/B testing. 

Keeping that in mind, a number of variables might cause a significant variation in the time required to produce meaningful results. As a consequence, although some businesses may notice benefits right away, others may need to wait a few weeks before seeing any real changes. 

Nerdy Joe is dedicated to producing results for your campaign within the first month, regardless of the time frame.

9 - How fast do you start working?

As soon as you join up, our crew is thrilled and welcomes you with joyous emoticons in our Campfire. We create a unique project in our Basecamp just for your business at the same time, and you will get an email with the information you need to get access.

Next, we'll start talking so that we can help you with the onboarding process and learn more about your goals, ICP, and other crucial campaign elements. In order to undertake preliminary study and research, we gladly require your account information or mailing domains.

We will start experimenting with different message approaches and offers after the preliminary work is done. In order to ensure that your campaign achieves the best results possible, this experimentation phase tries to pinpoint the techniques that connect with your target audience the most successfully.

10 - What is your appointment setting process, and what makes you different?

Naturally, a detailed analysis of our procedure would need its own essay. However, like other businesses, the process of our appointment-setting campaign can be broken down into a few essential components. Here's a quick rundown of it:

    • Market research: We deep-dive into your target market and competition for key insights.
    • ICP identification and buyer persona creation:To nail your ICP and define the buyer personas, we will talk about and do further research together. This stage guarantees that our outreach initiatives are exactly focused and successful.
    • Lead research: We manually create a list of prospects by searching LinkedIn or other websites for possible leads in your target market using our knowledge and abilities.
    • Customized outreach: To fascinate and increase engagement, we create tailored outreach messages.
    • Continuous engagement: Building and maintaining connections with prospective prospects will help us gradually gain their confidence and credibility.
    • Reporting: After that, we will provide you sales prospects that are prepared to meet with you.

That's about it. With this approach, you can make sure your business connects with potential clients and converts them into hot leads.

11 - How to hire a B2B appointment setting agency in Orange County?

According to us, the ideal strategy to pick a B2B appointment scheduling service is to get in touch with numerous businesses and thoroughly consider the advantages and guarantees each one offers. You should pay attention to things like their knowledge, experience, and prior achievements, among other things.

During the decision-making process, keep your goals and budget in mind. Investigate the amount and caliber of leads, the associated expenses, and the simplicity of turning these leads into customers.

We also encourage you to have a conversation with us here at our organization. Any questions you may have will be gladly answered, and we will provide you with the information you need to make an informed choice.

12 - Why should I hire an Orange County-specialized B2B appointment setting agency?

Choosing to work with a B2B appointment setting firm with specific expertise in the Orange County market provides a number of benefits since it assures cooperation with a team familiar with the distinctive characteristics of this particular industry. 

The chance of obtaining worthwhile leads is considerably increased by this skill. It's important to keep in mind, however, that not all of the agencies you run with will be situated in Orange County or even the UAE. The competence of the agency to provide quality results in your target market is thus the most important factor to take into account. 

At Nerdy Joe, we’re experts at offering B2B appointment-setting services that are especially suited for organizations in Orange County as well as other locations. We are the best option because of our comprehensive lead and ICP research procedures. 

In order to constantly provide excellent outcomes, regardless of the target market, our main goal is to grasp your products and exactly identify the people we need to interact with.

13 - How fast do you start working?

We immediately welcome you into the Nerdy Joe Client family once you sign up by illuminating our Campfire conversation with a slew of joyful emoticons. 

In our Basecamp, a unique project created just for your business is automatically created at the same moment, and you'll get an invitation to join in a few seconds. 

We then have talks to onboard you, establish your objectives, your ideal client profile (ICP), and other essential campaign elements. We then ask for your LinkedIn login information to make sure your profile is stunning and represents your business well. 

After building the groundwork, we instantly test several message approaches and provide recommendations for which ones your audience would respond to the most.

14 - Can I set B2B appointments with a business via email?

It is possible to schedule business-to-business appointments through email, and Nerdy Joe uses this technique. However, the effectiveness of this strategy is primarily based on the quality of your email content and how effectively it connects with your intended audience. 

Our team crafts personalized and value-driven cold emails to pique the recipient's interest and encourage them to schedule an appointment. 

15 - How successful are B2B appointment setting campaigns in Orange County?

The applied strategy and execution have a significant impact on the success of a B2B appointment setting campaign in Orange County, or any market. Many variables are at play, including the target audience's relevancy, the messaging's effect, and the perceived worth of the product.

Our outreach programs at Nerdy Joe have a high level of engagement and efficacy. Specifically for companies with a marketable product or service that serves a real need and exhibits a strong product-market fit, our demonstrated track record has given us the confidence to promise outstanding outcomes.

The effectiveness of outbound outreach tactics depends critically on having a verified product-market fit. We may not be a good match for your business if it hasn't yet accomplished this. 

16 - How can I make sure potential clients agree to an appointment?

A planned strategy that combines effective communication and the presentation of obvious value is necessary to successfully get a B2B appointment. It is well known that creating compelling and value-driven messaging is essential for grabbing the attention of listeners and convincing them to interact.

But from our experience, we know that this may not always be enough, especially when trying to connect with those who aren't acquainted with your brand. 

The first message or impression matters a lot when it comes to cold outreach since it affects how responsive a lead will be. In order to fully comprehend your ICP and find the proper decision-maker for each ICP, we spend a lot of time and effort doing so.

Each person is thoroughly investigated by our staff, who collects important information that helps us to properly customize our messaging. By using this strategy, we make sure that our messages continually engage readers and pique their attention.

17 - Is B2B appointment setting more effective than cold calling in Orange County?

Cold calling and B2B appointment setup may both be successful depending on the situation and how they are done, but at Nerdy Joe, we think that the former usually produces more fruitful outcomes. 

Compared to the general sweep of cold calling, arranging B2B appointments requires a more individualized, focused approach. The market tends to see more high-quality leads and prosperous commercial partnerships as a consequence of this emphasis on comprehending the demands of the customer and providing them with a solution that is value-driven.

18 - How do you measure whether a B2B appointment setting campaign is effective?

Utilizing useful performance indicators, we assess the success of our B2B appointment scheduling efforts. These KPIs include the quantity, quality, and conversion rates of the leads produced. 

We want to fully understand your unique goals and learn about the appointment-setting accomplishments you value most as soon as possible. 

The achievement of the agreed-upon quantity of leads or appointments is the key metric we use to determine if your B2B appointment setting efforts were successful or unsuccessful.

We always evaluate success based on the qualities of your product and its intended market. 

For instance, if you are pushing a software solution to accountants, the key performance indicators are the quantity of product sign-ups, the quantity of accountants seeking a demo, and the quantity of accountants wanting to meet with you. These metrics act as gauges of the campaign's success.

Despite the fact that reply rate or open rate might be helpful in pinpointing problem areas or directing subsequent actions, they do not provide a thorough picture of the campaign's overall performance. 

A lot of B2B appointment scheduling businesses, however, only emphasize these metrics when delivering results, which may not correctly represent the effect on your organization.

19 - Do I need to outsource my B2B appointment setting in Orange County?

You might manage your appointment arranging services yourself, but working with a specialist company like Nerdy Joe can have many advantages and provide better results.

Recent sales statistics data shows that salespeople spend the majority of their time finding and contacting new clients, leaving them with just 12% of their time to have meaningful discussions and close transactions.

We are valuable because of this. We can easily locate and get in touch with prospective clients thanks to our specialist knowledge and experience, which frees up your sales team's time and resources.

By doing this, we guarantee that your lead generation initiatives are carried out precisely and successfully while also saving your team time and effort. Your sales force may focus on their key competencies, such as in-person sales and deal closes, to increase productivity.

20 - How do I increase my B2B appointment setting response rate in Orange County?

A poor response rate in your B2B appointment setting campaign may be caused by a number of causes. To increase your campaign's overall efficacy, it is critical to assess and address these variables.

These variables might include incorrect audience targeting, a weak profile, poor message, disregard for audience preferences, or unattractive offerings.

At Nerdy Joe, we take an active stance to deal with these problems before they become a problem. 

To find out what appeals to your target audience the most, we conduct split testing straight away, trying with different offers, channels, and message approaches. As a consequence, we can improve the campaign's effectiveness and our plans.

The development of a go-to-market plan that precisely complements your company and targets your target market is our ultimate objective.