Nerdy Joe — cold email and email marketing agency

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

Looking for a battle-tested appointment setting agency to get you meetings with potential clients in San Francisco or beyond? Let the Nerdy Joe team, which has set over 1000 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:

our lead generation process is perfect and generate leads like crazylead generation clients of nerdyjoeemail marketing companycold email strategycold email agency near melead generation program to get qualified leads

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In today's competitive business world, relying on outdated methods that don't guarantee consistent results can be detrimental to your brand visibility and growth.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.

lead generation agency

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.

cold email marketing agency

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.

email marketing agency

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 San Francisco 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 Maine 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 Nashville-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 method of arranging a meeting or appointment between a sales representative or a company's representative and a potential customer or decision-maker.

Setting up a B2B appointment is primarily intended to reserve a specific day and time when a salesman may meet with a potential client and have a fruitful conversation. Depending on the needs and desires of all parties involved, these sessions may be conducted via phone conversations, video conferences, webinars, or in-person meetings.

1 - How much do B2B appointment setting agencies charge?

When determining how much to charge for appointment arranging services, there is no specific price that every business must follow. Additionally, it can be challenging to locate an appointment-setting business with a website that clearly states its prices and service tiers.

The price for these services varies from company to company and is typically determined by elements including the firm's expertise, technological acumen, team size, specific requirements of the marketing campaign, and anticipated outcomes.

The price methods employed by agencies vary. Some companies operate on a set rate basis, while others charge on a pay-per-appointment basis. There are different price structures that consider factors like the campaign's duration, the amount of effort involved, and even the project's size.

It's crucial to keep in mind that, depending on the appointment setting company you select, you might need to make an upfront financial commitment or agree to collaborate for a specific amount of time before starting to work together.

Our experience indicates that the monthly cost of appointment setting services might be anywhere from $1,000 and $50,000. The agency you choose, the results you want, and the standing of your business all have a significant impact on the overall cost.

Transparency in pricing is incredibly important to Nerdy Joe. We are aware that finding prospects who are really interested in speaking with you and setting up meetings and sales possibilities is your main objective when using an appointment setting service.

As a result, we charge defined prices for three simple monthly bundles of our appointment setting services. For $499, you can schedule 2 sales-qualified appointments. Six sales-qualified consultations are available for $999. For an additional $1,999, we offer 15 sales-qualified appointments.

We think you'll get a lot for your money with these packages because they were expertly made to meet the particular market dynamics of San Francisco. Our pricing strategy is aggressive, open, and designed to maximize your return on investment.

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

Data privacy is extremely important to us, and we strictly adhere to all applicable laws, including those in San Francisco. We are aware of the potential monetary and reputational costs associated with breaching the law. 

We start by thoroughly researching the data privacy laws that are pertinent to each market in which we conduct business as a result. Our appointment-setting process, which includes lead generation and data processing, is made to be fully compliant with these rules in order to protect your business and your leads.

3 - What are the best B2B appointment setting agencies for San Francisco-based businesses?

Businesses located in San Francisco can choose from a variety of B2B appointment-setting businesses. Here are a few of the top instances:

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

Although not all of the aforementioned lead generation companies have a physical presence in San Francisco, they are all incredibly passionate about the local market, making them well-suited to manage B2B appointment scheduling for their Irish-based enterprises. 

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

The service of organizing meetings between your sales team and potential clients is offered by B2B appointment setup services like Nerdy Joe. 

Your sales team will benefit because they won't have to spend as much time and money finding leads and scheduling appointments, freeing them up to concentrate more on completing deals. 

Your sales team's efforts will be optimized thanks to Nerdy Joe's delivery of a pipeline of high-quality, sales-qualified leads. We achieve this by putting to use our vast expertise and exceptionally competent workforce.

5 - How do you get San Francisco-based qualified leads for B2B appointment setting?

Regardless of the region, effective lead generation and appointment setup activities need having a thorough understanding of the audience you are targeting and developing an ideal client profile that is compatible with your objectives. 

This marketing tactic requires you to study everything there is to know about your product, the target market it serves, and the reasons those customers need it.

Therefore, if San Francisco is your target market, we will conduct in-depth research to find the appropriate people. To learn vital details about their interests, requirements, and activities, we shall thoroughly study their profiles or accounts.

Based on this data, we'll create a unique campaign to grab their interest and turn them into leads who are ready to make a purchase for your company. 

Our goal is to develop persuasive messages and approaches that resonate with the San Francisco target market, improving the possibility of effective lead generation and appointment setting.

6 - How do I start a B2B appointment setting campaign in San Francisco?

Launching a B2B appointment scheduling campaign with Nerdy Joe is always a simple process for our clients. Choose the course of action that best meets both your financial demands and the needs of your company. 

We'll create a project for you on Basecamp as soon as you join up. You will inevitably be included in the project. We'll next start talking about essential topics like your target market and ideal customer profile (ICP) as we onboard you. 

Prior to requesting your credentials, we will first request some basic information so that we can successfully manage the campaign on your behalf.

7 - How does Nerdy Joe work?

We always get everything started through discovering more about your company and the distinctive attributes of your goods or services. When trying to find the appropriate professionals to work with you, it might be helpful for us to understand your unique needs and objectives. 

To fully understand the unique requirements and objectives of your company, we will then have extensive interactions (typically over calls or in-person meetings). This enables us to appropriately align our strategies and initiatives. Additionally, it pinpoints your desired results so that we can decide how to get there. 

We'll conduct a full market analysis to determine your ICP and develop a buyer profile once we know that. In order to ensure that your campaign effectively draws your target audience, depending on the platform we're utilizing for it, we'll also set up domains or improve your LinkedIn profile while we're at it. 

Then, our team will create outreach messages that are tailored especially for each person in your selected target audience. We devote a lot of time to establishing and maintaining relationships with prospective leads in order to ensure ongoing engagement and cultivate connections that result in conversions. 

Ultimately, we want to find leads in your target market, connect with them, and progressively develop relationships with them so that they can become prospects who are eager to meet with you and are ready to make a purchase.

8 - How long will it take to get results?

If you have any prior experience with B2B appointment setting or lead generation campaigns, you will be aware that the early stages of the campaign are mostly concerned with testing, data analysis, and technique optimization.

This methodology allows us to identify the approach that is most successful in delivering outcomes. This approach, which seeks to identify the go-to-market plan that produces the best outcomes, is comparable to A/B testing. 

It should be stressed in light of this that a variety of variables could drastically change the amount of time required to produce noticeable results. As a result, although some organizations can see results right away, others would need to wait a few weeks to see a noticeable impact. 

However, regardless of how long the campaign lasts, Nerdy Joe is dedicated to producing results within the first month.

9 - How fast do you start working?

When you join us and connect with us, our group is extremely pleased and welcomes you with happy emojis by the campfire. After we concurrently create a unique project in our Basecamp just for your firm, you will receive an email with the information you need to gain access.

We'll start with discussing so that we can help with the onboarding process and get to know your goals, ICP, and other important campaign elements. To do a preliminary examination and research, we gratefully require your account information or mailing domains.

We will start trying different message tactics and offers after the preliminary work is finished. In order to ensure that your campaign yields the best results possible, this testing phase aims to pinpoint the approaches that connect with your target audience the most effectively.

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

It should be clear that a detailed explanation of our methodology would require its own post. The strategy guiding our appointment-setting effort, however, can be broken down into a few crucial parts, as it can for the majority of businesses. An overview of it can be seen below:

    • Market research: We conduct in-depth analyses of your target market and related sectors to find critical insights.
    • ICP identification and buyer persona creation: For the purpose of nailing your ICP and identifying the customer personas, we will interact with you and carry out additional research. We can be certain that our outreach efforts will be effective and precise after this stage.
    • Lead research: We manually assemble a list of prospects by searching through LinkedIn or other websites for potential leads using our expertise and understanding of your target market.
    • Customized outreach: We create unique outreach messages that are meant to pique interest and foster relationships.
    • Continuous engagement: By building and maintaining relationships with potential prospects, we will gradually win their confidence and credibility.
    • Reporting: When you are ready to meet, we will give you sales prospects.

I think that's it. You may make sure that the business connects with potential customers and turns them into hot leads by adhering to this strategy.

11 - How to hire a B2B appointment setting agency in San Francisco?

Our advice is to chat with a few companies and carefully compare the advantages and guarantees each one provides before selecting a B2B appointment booking service. Examine aspects like their achievements, career history, and educational background in particular.

Whenever you're making a decision, consider your goals and the available resources. Ask about the volume, quality, expense, and simplicity of turning leads into customers.

Please feel free to book a meeting with us at our business as well. We'll be happy to respond to any questions you may have and provide you the information you need to make a wise choice.

12 - Why should I hire a San Francisco-specialized B2B appointment setting agency?

Because it ensures interaction with a staff familiar with the distinctive characteristics of this particular business, choosing to work with a B2B appointment scheduling company with specific expertise in the Irish market offers a number of benefits. 

The likelihood of finding useful leads increases significantly with this talent. But it's crucial to keep in mind that not every agency you come across will be situated in San Francisco—or even the United Arab Emirates. The agency's ability to provide superior results in your target market is therefore the most important factor to take into account. 

Nerdy Joe is an industry leader in establishing B2B appointments, and our services are especially well suited for businesses in San Francisco and other countries. We are the best option because of our exhaustive lead and ICP research methodologies. 

Regardless of the target market, our main goal is to completely comprehend your products and precisely pinpoint who we need to contact in order to constantly offer outstanding results.

13 - How fast do you start working?

As soon as you sign up, we enliven our Campfire conversation with a variety of joyful emoticons to immediately welcome you into the Nerdy Joe Client family. 

A unique project in our Basecamp is immediately created at the same time specifically for your firm, and you'll receive an invitation to join it shortly. 

The following stage is for us to meet and onboard you, decide on the objectives of your campaign, the ideal client profile, and other key details. Next, we require your LinkedIn login information so that we can make sure your profile is visually appealing and effectively represents your brand. 

We establish the groundwork first, then quickly test a variety of messaging approaches and suggest the ones we believe your audience will find most engaging.

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

For making appointments between firms, Nerdy Joe uses the method mentioned above. However, the success of this strategy will primarily depend on the quality of your email content and how effectively it engages with your target audience. 

Our team crafts personalized and value-driven cold emails that grab the reader's attention and urge them to make an appointment.

15 - How successful are B2B appointment setting campaigns in San Francisco?

Whether a B2B appointment-setting campaign is successful in San Francisco or any other market largely depends on the execution and strategy chosen. A few of the many variables at play include the target audience's relevance, the effectiveness of the message, and the perceived value of the offering.

We at Nerdy Joe are confident in the efficacy and participation of our outreach activities. Our history of success has given us the confidence to keep our commitments, especially to companies that offer a marketable product or service that meets a real need and has a strong product-market fit.

A distinct product-market fit is necessary for outbound marketing initiatives to succeed. We might not work well together if your company hasn't already done this. 

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

A systematic approach that combines effective communication and the presentation of obvious value is necessary to be successful in gaining a B2B appointment. It is well known that crafting an engaging and value-driven message is essential for grabbing audiences' attention and motivating them to participate.

On the other hand, based on our experience, we are aware that occasionally, particularly when attempting to communicate with individuals who are unfamiliar with your organization, this may not be adequate. 

The first message or impression is critical in cold outreach since it affects a lead's level of receptivity. We put a lot of time and effort into comprehending your ICP and locating the proper decision-maker for each ICP.

Our staff thoroughly investigates each person's background and compiles relevant information that helps us to efficiently customize our messaging. By using this strategy, we make sure that our messages capture and hold readers' interest.

17 - Is B2B appointment setting more effective than cold calling in San Francisco?

Depending on the situation and how it is handled, both cold calling and setting up B2B appointments can be successful, but at Nerdy Joe, we think the former strategy frequently produces better results. 

Setting up B2B appointments necessitates a more focused, targeted strategy than cold calling, which demands a generic strategy. When the focus is on understanding the customer's requirements and providing them with a solution that adds value to their life, the market frequently generates more high-quality leads and profitable business partnerships.

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

Leveraging helpful Key Performance Indicators (KPIs), we assess the effectiveness of our B2B appointment scheduling initiatives. These KPIs include, among others, lead conversion rates, quantity, and quality. 

We want to learn as much as we can about your unique goals and the appointment-setting accomplishments that are most meaningful to you. 

The achievement of the agreed-upon number of leads or appointments is the primary measure we employ to evaluate the success or failure of your B2B appointment-establishing efforts.

Considering the strengths of your product and the target market, we continually evaluate success. 

The critical performance metrics, for example, are the quantity of product registrations, the quantity of accountants requesting demos, and the quantity of accountants requesting meetings with you. These metrics act as gauges of the campaign's success.

Even though reply rate or open rate may be helpful in pinpointing issue areas or directing subsequent actions, they do not provide a comprehensive view of the campaign's overall success. 

Unfortunately, many B2B appointment scheduling firms only pay attention to these KPIs when presenting results, which makes it impossible to understand how their services will affect your business.

19 - Do I need to outsource my B2B appointment setting in San Francisco?

Despite the fact that working with a professional business like Nerdy Joe can have many advantages and produce superior results, you could handle your appointment setup services yourself.

According to current sales statistics, salespeople spend the majority of their time looking for and contacting new prospects, leaving them with only 12% of their time to hold meaningful discussions and close sales.

We are valuable because of this. Our extensive knowledge and experience enable us to locate and get in touch with new clients fast, freeing up the time and resources of your sales team.

We make sure that your lead generation efforts are carried out correctly and successfully by adhering to this protocol, and we also spare your team's time and effort in the process. Your sales force might concentrate on their main areas of expertise, such in-person sales and deal closes, to increase efficiency.

20 - How do I increase my B2B appointment setting response rate in San Francisco?

Your B2B appointment establishing campaign could be unsuccessful for a number of different reasons. If you want to raise the general effectiveness of your campaign, it is crucial to assess and take care of these variables.

These components could include bad profile creation, a weak message, inappropriate audience preferences, and uninteresting offerings.

Nerdy Joe acts proactively to solve these problems before they balloon into bigger problems. 

We instantly conduct split testing, experimenting with different offers, channels, and message tactics to determine which ones resonate with your target audience the most. We can improve the campaign's and our techniques' efficacy as a consequence.

Our ultimate goal is to develop a go-to-market strategy that flawlessly reflects your company and is targeted toward your target market.