By Appointment Only, or BAO, offers both booked appointments and a separate introduction service for existing SDR teams. Coseek manages the calling through to a qualified meeting, with the buyer’s context ready for your salesperson. Our free game plan shows the targeting, campaign approach and complete script we recommend for your business.
Calling and handoff: three service options
BAO’s two services end at different points. Its Appointment Setting service secures meetings. SmartLeads supplies interested contacts and call context so your SDR can schedule the conversation.
| Service | What reaches your team |
|---|---|
| BAO Appointment Setting | Meetings with executives in target accounts. BAO defines accounts and personas with the client, trains callers on campaign messaging and uses post-meeting feedback through ROITracker. |
| BAO SmartLeads | An email introducing an interested buyer to your SDR, with contact information and talking points from the live conversation. Your SDR schedules the meeting. |
| Coseek managed cold calling | A qualified meeting with the relevant need or current situation discussed, the next-step purpose accepted, and context for your sales team. Coseek handles the calling and booking. |
SmartLeads can support SDRs who want more interested people to follow up with. BAO Appointment Setting and Coseek both offer the booked-meeting path. Coseek’s work includes the account research, script, rep preparation and daily management needed to run that campaign.
Your product knowledge becomes a prepared campaign
Your engineers know which applications matter, what makes a company a good fit and where a technical discussion should go. Coseek turns that knowledge into account selection, a calling script and preparation for the rep.
We research the market and relevant roles, identify a reason to call and prepare questions that establish whether a specialist conversation would be useful. Existing customers, active opportunities and other exclusions inform the account selection. You contribute commercial context and feedback; we write and run the campaign.
Your assigned rep is supported by our research and sales management team. The manager reviews selected calls and practises with the rep each working day. If buyers misunderstand the offer or the rep struggles with a question, we work on that before the next calling block.
That keeps campaign preparation and rep management with Coseek, while your technical team spends its time with buyers who have something relevant to discuss.
The buyer knows why they’re meeting your specialist
A technical handoff works when it follows the conversation the buyer is already having. The rep establishes the current process, relevant need or application, explains how your offer relates and gives the buyer a clear reason to speak with the specialist.
For example, if a buyer is interested in a new application but asks a detailed question about whether it will work in their setup, the rep can say: “That’s something the sales engineer can work through with you. I can arrange a conversation about your setup and what you’re trying to achieve.”
The buyer accepts that purpose before we book. Alongside account and role fit, we capture the agreed problem, process, timing or use case, confirm the attendee, date and time, and send the invitation. Your salesperson receives what prompted the interest and which questions need their expertise.
You can continue a meaningful discussion instead of asking the buyer to start again. Feedback from your sales team then helps us improve the targeting and calls that follow.
BAO’s public-sector practice
BAO also publishes a specialist practice for federal, state and local government, and education. It describes audience-specific caller training, familiarity with agency structures and procurement, and campaign volume adjusted to government selling seasons. That is relevant experience for technology sellers pursuing those markets. BAO public-sector services
Engagement and the first campaign
BAO describes Appointment Setting as performance-based and SmartLeads as payment for introductions. The official service pages checked for this guide do not publish a standard dollar rate. Pricing comes from the proposal for the selected service. Appointment Setting · SmartLeads
Coseek typically starts with a four-week validation sprint. Research, list building and rep preparation happen before the 20 calling days. We review the conversations and your sales team’s meeting feedback to assess which buyers and messages merit further calling. Ongoing delivery is month to month.
We run campaigns in the US and UK. For other markets, get in touch and we can discuss your campaign.