Commercial Sales & Marketing · Melbourne
Appointment setting,
with your business in mind.
A controlled 14-day pilot built around your business and ideal customers. Relevant research, approved manual calls and a clear handover for your sales conversation.
A 20-minute conversation to explore the fit.
No appointment or business-outcome guarantees.
- 01Research
Start with relevant businesses.
- 02Client approval
Agree who belongs on the list.
- 03Manual conversation
Listen. Ask. Qualify the interest.
- 04Qualified handover
An agreed appointment, with context.
Your team handles advice, proposals and closing.
Built around your business.
Client-approved targetsManual phone outreachFactual reportingYou know the work.
Let’s define the conversation.
For businesses with a clear offering, a defined audience and the capacity to follow up suitable opportunities.
- A defined marketYou know your target market and the customers you want to reach.
- A shared standardYou can approve targeting, exclusions and what qualification should include.
- Room to respondSomeone on your team can attend appointments and follow up.
The approach
Preparation before the first call.
Context after it.
A small, agreed scope makes the work easier to review. Here is how the pilot moves from a fit conversation to a transparent report.
01 / Discover the fit
Step 01 / Discover
Discover the fit
Discuss your offering, ideal customers, target market and response capacity.
Start with the right questions.
- Your offering
- Your ideal customers
- Your capacity
02 / Agree the scope
Step 02 / Scope
Agree the scope
Set the work, exclusions and qualification criteria in writing before starting.
Know what the pilot includes.
- Written scope
- Clear exclusions
- Agreed qualification
03 / Review the targets
Step 03 / Research
Review the targets
Research a small list and obtain your approval before contact.
Choose relevance before volume.
- Research the business
- Check the fit
- Obtain client approval
04 / Make the calls
Step 04 / Calls
Make the calls
Use approved manual outreach and factual questions to qualify interest.
A conversation with a purpose.
- Ask and listen
- Check interest
- Record the facts
05 / Hand over and report
Step 05 / Handover
Hand over and report
Share agreed appointments with notes, then review activity, outcomes and limitations.
Give your next conversation context.
- Appointment details
- Qualification notes
- Activity and limitations
The founder pilot
Start with a defined test.
One focused engagement. A clear scope.
A useful basis for deciding what comes next.
For each of the first two accepted clients.
Exact scope and terms agreed before starting.
The boundaries of the work
- Calendar days
- 14
- Maximum focused operator hours
- 20
- Maximum approved target businesses
- 30
- Maximum manual phone attempts
- 60
One active pilot at a time. Half invoiced after scope acceptance and before onboarding; half at delivery end. GST treatment will be confirmed in the approved quote.
Effort limits are not minimum results. Appointments, attendance, sales, revenue, ROI and pipeline are not guaranteed. Cancellation, refund and other agreement terms must be settled before acceptance.
An honest starting point
A new practice.
A process you can examine.
CSM Digital is at its founder-pilot stage. Evaluate the written scope, the preparation and the reporting. We do not present external examples as our own results.
Booking, qualification and attendance are reported separately. Missing information stays visible.
Clear responsibilities,
from the outset.
CSM Digital
Research, approved manual outreach, qualification and appointment handover.
Your team
Product or service advice, pricing, proposals and closing.
This pilot excludes bulk email, SMS and unapproved data use. No business outcome is guaranteed.
Before we speak
A few useful
distinctions.
What counts as a qualified appointment?
We agree the criteria with you before launch and check the evidence against them. Booking, qualification and attendance are reported separately. Missing information is kept visible.
Will you contact any business you find?
No. Targets must fit the agreed scope and pass the relevant review and contact controls. Your exclusions and target approval form part of the process.
Does the pilot include email or SMS?
The founder pilot is phone-led. Client-campaign email and SMS are excluded from this version.
What happens after the pilot?
We review the actual work, outcomes, effort and feedback together. Any further engagement needs a separate agreed scope and price. There is no automatic renewal.
What would we cover in the fit conversation?
Your offering, ideal customers, target market and response capacity. We then discuss whether the pilot’s scope and responsibilities are suitable.
A conversation is the first step.