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AE-02Sales2–4 weeks

Appointment Setting Coordinator

Finds qualified scheduling options, prepares reminders, and keeps no-shows and rescheduling from disappearing.

Primary outcome

Create a dependable path from interest to a prepared meeting.

The outcome is validated during discovery. It is not a guarantee of performance, savings, or job replacement.

Starting work queue

01

Offer approved meeting windows

02

Send confirmation drafts

03

Prepare meeting context

04

Route reschedule exceptions

Connects

Candidate systems

CalendarCRMEmailSMS

Every integration requires least privilege, an owner, and a revocation method.

Human control

Required gates

  • Humans control calendar policy and exceptions
  • Consent rules govern messaging

Release

Prove before production

  • ✓ Normal and exception cases
  • ✓ Privacy and security tests
  • ✓ Approved quality threshold
  • ✓ Monitoring, pause, and rollback

What you receive

A versioned system, not a loose persona.

Operating contract and authority matrix

Approved knowledge sources

Tool and permission map

Repeatable evaluation suite

Run and exception dashboard

Pause, recovery, and rollback guide