B2B Appointment Setter

Overview

Unbound Capital Advisors is seeking a reliable, articulate appointment setter to initiate conversations with U.S.-based business owners and schedule qualified introductory meetings.

This is
not cold selling
.

You will be following up after a card drop-off or warm introduction and positioning a short, peer-level conversation with the business owner.

We work with
individually and family-owned businesses ($2M–$20M revenue)
and limit our advisory practice to a small number of clients. Professionalism, tone, and follow-through matter more than volume.

Responsibilities

• Make outbound calls to U.S. businesses during business hours (Eastern & Central Time)
• Speak first with gatekeepers, then business owners when available
• Use provided conversational scripts (not aggressive sales scripts)
• Secure
  5–7 qualified meetings per week
• Log calls, outcomes, and notes in HubSpot (or Google Shee...