AI Appointment SettersConsultants Free template
AI Appointment Setter for Consultants
by SUPERFLY
An AI agent that catches every inbound the moment it lands, runs a short fit-check, and books the scoping call straight onto the principal's calendar. It confirms the fit signals fast, screens out the calls that were never a match, and never quotes a rate. You stay in delivery while qualified demand turns into booked calls.
- 11-step call flow
- 3 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[friendly] hi {{name}}, thanks for reaching out. this is a quick chat to make sure we're a fit before we get you time with {{principal_name}}. that sound alright?
Warm-up and frame
- 1. Say: “[friendly] thanks for reaching out {{name}}, good to meet you. can you hear and see me alright?”
- 2. Say: “[warm] so this is just a quick chat to make sure we're a fit. if it looks right, i'll get you time on the calendar with {{principal_name}} for the full conversation. that work?”
Qualify: why now
- 1. Say: “[curious] so what made you reach out? what's going on right now that put this on your radar?”
- 2. Say: “if their answer is thin, ask one quick clarifying question, then move on. don't go deep, that's the principal's job on the scoping call.”
Ask Questions
- · At a high level, what's the problem area you're looking for help with?
- · Have you already tried anything to fix it, or brought anyone in on it?
Qualify: scope signal
- 1. Say: “[curious] rough sense of size, is this a one-off piece of work or something more ongoing?”
Qualify: decision and timeline
- 1. Say: “when it comes to moving on something like this, are you the one who owns that decision, or is someone else involved?”
- 2. Say: “and what's the timeline you're working to? is there a deadline or an event behind it?”
Fit check
- 1. Say: “weigh what they've told you against the practice's scope: real work, big enough, and the right domain. decide whether this is a fit to book or clearly out of scope.”
Book the scoping call
If
Qualified and a fit for the practice
- 1. Say: “[confident] great, this is squarely the kind of work {{principal_name}} takes on. let's get you in for the scoping call where they'll dig into the detail and map out an approach. what day and time works best for you this week?”
- 2. Say: “[friendly] locked in. i'll send a calendar invite to confirm. anything in particular you want me to pass along to {{principal_name}} before the call?”
- 3. 💬 “Here's your scoping call invite with {{principal_name}}, plus a quick recap: {{booking_url}}” Say: “confirm the day and time back to them, then send the calendar invite and a short note that the principal will have ahead of the call.”
Gracious let-down
If
Clearly out of scope, too small, or wrong domain
- 1. Say: “[reassuring] honestly, based on what you've shared i don't think we're the right fit for this one, and i'd rather tell you straight than waste your time.”
- 2. 💬 “This should help with where you're at right now: {{resource_url}}” Say: “point them to a genuinely useful resource for their situation and send it over in chat.”
- 3. Say: “[warm] if the situation changes or the scope grows, my door's open. anything else i can point you to before we wrap?”
Triggers · interrupt the call anytime
Asks what it will cost
When
user asks what your rates are, what this will cost, or pushes for any kind of number or ballpark
Handle: asks the price
- 1. Say: “[reassuring] fair question, and i won't dodge it. the honest answer is the figure depends entirely on scope, which is exactly what the scoping call is for. {{principal_name}} walks you through real numbers there, tied to what you actually need.”
- 2. Say: “so the cleanest way to get you a number you can trust is that call. can we get you booked in?”
Wants the consultant now
When
user asks to skip ahead and just talk to the consultant or principal right now
Handle: wants the consultant now
- 1. Say: “[friendly] that's exactly what this books. a few quick questions first means {{principal_name}} walks in already up to speed, so you get a far better conversation than a cold start.”
- 2. Say: “let me get through the last couple of questions, then i'll put time with them straight on the calendar. sound good?”
Might do it in-house
When
user says they may just handle it internally or do it in-house instead of bringing someone in
Handle: do it in-house
- 1. Say: “[thinking] that's a fair option, and for some of this it might be the right call. worth being clear-eyed about which parts though.”
- 2. Say: “if you took this on internally, what specifically would land on your team, and do they have the bandwidth to do it well right now?”
Key highlights
- Catches inbound the moment it landsPicks up every lead from your content or referrals right away, so the calls that drive your feast-or-famine cycle get qualified before they cool off.
- Qualifies, then books the principalRuns a quick fit-check on problem, scope signal, decision owner, and timeline, then puts a scoping call straight on the principal's calendar.
- Screens out the wrong fitsWhen a lead is clearly out of scope or too small, it gives a gracious let-down and a useful resource instead of booking a call that wastes senior time.
- Never quotes a numberEngagements are bespoke, so when a lead pushes for a rate it stays honest and points price to the scoping call. Pricing stays where it belongs.
- Protects the principal's calendarOnly real, well-matched work reaches the scoping call, so the principal spends senior hours on conversations that were always a fit.
About this template
This template is the front desk for your practice. It catches every inbound the moment it lands, runs a quick fit-check, and books the scoping call with the principal, so leads from your content and referrals stop slipping through while you're heads-down on delivery.
It is deliberately not a discovery call. The job here is to qualify and book, not to run the deep needs-analysis. The agent asks the few questions that decide fit, what prompted the call, the problem area, a rough scope signal, who owns the decision, and the timeline, then it gets out of the way. The principal does the digging on the scoping call, already briefed.
It also does the unglamorous part well: it says no. When a lead is clearly out of scope or too small for the practice, the agent gives a straight, gracious let-down and points them to a useful resource, rather than booking a call that burns senior time. And it never quotes a price, so when someone pushes for a rate the number stays tied to the scoping call where scope is actually understood.
Who it's for
- Independent consultants stuck in feast-or-famine because inbound piles up unanswered while they're in billable delivery
- Professional-services firms that want every inbound qualified the same senior way before a principal ever joins a call
- Consultants whose content and referrals are growing faster than they can book the calls they generate
- Boutique firms protecting senior time by screening fit before the principal spends an hour on a scoping call
- Advisors productizing an offer who need a fast, repeatable front end that qualifies and books on its own
Features & capabilities
Live video fit-check Runs the qualifying call as a scheduled video meeting, the way you would over Zoom or Meet, never as a phone call.
Fast speed to lead Engages inbound the moment it arrives, so leads from content and referrals get booked before they go cold or shop around.
Light-touch qualification Asks the few questions that decide fit, one per turn, without dragging the lead through a full needs-analysis that belongs to the principal.
Scope and decision signal Captures a rough size signal, who owns the decision, and the timeline, so the principal walks into the scoping call already briefed.
Disqualification branch Spots out-of-scope or too-small leads and gives a gracious let-down with a resource, instead of forcing a booking nobody wins from.
Price-deflection that holds When asked for a rate it never quotes, pointing the number to the scoping call with the principal.
Objection handling Rate questions, talk-to-the-consultant-now, and do-it-in-house each get a real, senior response live on the call.
Booked scoping call Captures a specific day and time, confirms the calendar invite, and passes a note to the principal before the call.
Clean handoff brief Hands the principal what prompted the call, the problem area, the scope signal, and the decision owner, so no ground gets re-covered.
Best use cases
Speed-to-lead on inboundA lead lands from your site, a referral, or a piece of content, and the agent engages right away, qualifies the fit, and books the scoping call before they go quiet or look elsewhere.
Gatekeep the principal's calendarThe agent qualifies first and only books the scoping call for real, in-scope work, so the principal's senior hours go to conversations that were always a fit.
Keep booking while you're in deliveryWhen you're deep in client work, the agent takes the inbound you'd otherwise let sit for days, so the pipeline keeps filling during a busy stretch.
A repeatable front end for a productized offerOnce you've packaged an offer, the agent runs the same tight fit-check every time, so qualification stops depending on which day you caught the lead.
What you can build from this
- A setter agent wired to your booking page that qualifies every inbound lead and books the scoping call with the principal
- A two-step funnel where the agent gatekeeps fit and the principal only joins the scoping call for qualified work
- An always-on front end for a productized offer that catches and books inbound while you stay in delivery
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the booking form and confirmed in the warm-up.
Company or practiceText
The organization or practice the lead represents.
What prompted the callText
Why they reached out now and what put it on their radar.
Problem areaText
The high-level area they're looking for help with.
What they've triedText
Anything they've already done or anyone they've brought in.
Scope signalEnum
A rough read on size: one-off, ongoing, or unclear.
Decision ownerText
Whether the lead owns the decision or someone else is involved.
TimelineText
When they want to move and what's driving it.
FitEnum
Qualified to book, out of scope, or too small for the practice.
Primary objectionEnum
Asked the price, wanted the consultant now, considering in-house, or none.
Note for the principalText
Anything the lead wants passed along before the scoping call.
Scoping call bookedYes/No
Whether a scoping call was placed on the principal's calendar.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Engaged the lead fastPicked up the inbound and framed the fit-check without making the lead wait or repeat themselves.
- Stayed light, not deepAsked the questions that decide fit, one per turn, without dragging the lead through a full discovery the principal should run.
- Captured the fit signalsSurfaced the problem area, a scope signal, the decision owner, and the timeline.
- Made the right fit callBooked qualified, in-scope work and let down out-of-scope or too-small leads instead of forcing a booking.
- Gave a clean let-downWhen it wasn't a fit, said so graciously and pointed the lead to a useful resource.
- Never quoted priceHeld the line on rates when asked, and pointed price to the scoping call with the principal.
- Handled objectionsMet rate questions, talk-to-the-consultant-now, and do-it-in-house with a real, senior response.
- Booked and briefedSet the scoping call on a specific day and time, confirmed the invite, and captured a note for the principal.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your fit criteriaTell the agent what's in scope, what's too small, and the domains you take on, so it qualifies and lets down the right leads.
- 3Add your principal and linksSet the principal's name, the scoping-call booking link, and a let-down resource so the agent can book or redirect.
- 4Connect your booking pagePoint your inbound booking page at the agent so leads land straight on a fit-check, tailored to the form answers.
- 5Test, then go liveRun the fit-check on yourself, tune the wording until it sounds like your practice, then flip it on for real inbound.
Under the hood
Call script
WARM-UP AND FRAME
Hi {{name}}, thanks for reaching out. Good to meet you.
(listen)
So this is a quick chat to make sure we're a fit. If it looks right, I'll get you time on the calendar with {{principal_name}} for the full conversation. That work?
(listen for the go-ahead)
QUALIFY (one at a time, light touch, one follow-up at most)
What made you reach out, what's going on right now that put this on your radar?
(listen, one quick clarifier if needed, then move on)
And at a high level, what's the problem area you're looking for help with?
(listen)
Have you already tried anything to fix it, or brought anyone in on it?
(listen)
Rough sense of size, is this a one-off piece of work or something more ongoing?
(listen, this is a scope signal, not a deep scoping)
When it comes to moving on something like this, are you the one who owns that decision, or is someone else involved?
(listen)
And what's the timeline, is there a deadline or an event behind it?
(listen)
DISQUALIFY CHECK
(if it's clearly out of scope, far too small, or the wrong domain, go to the let-down; otherwise book)
LET-DOWN (out of scope)
Honestly, based on what you've shared, I don't think we're the right fit for this one, and I'd rather tell you straight than waste your time. Let me point you to something that'll actually help.
(send a useful resource via chat)
If the situation changes or the scope grows, my door's open. Anything else I can point you to before we wrap?
BOOK THE SCOPING CALL (fit)
Great, this is squarely the kind of work {{principal_name}} takes on. Let's get you in for the scoping call where they'll dig into the detail and map out an approach. What day and time works best for you this week?
(listen, confirm a specific slot)
Locked in for [day at time]. I'll send a calendar invite to confirm. Anything in particular you want me to pass along to {{principal_name}} before the call?
(listen, capture it)
WRAP-UP
Perfect. You'll get the invite by email shortly. If anything comes up before then, just reply to it. Talk soon.
OBJECTIONS
"What are your rates / what will this cost?" -> Don't quote. Be honest: the figure depends entirely on scope, which is exactly what the scoping call is for, and {{principal_name}} walks you through real numbers there. Re-book the scoping call.
"Can I just talk to the consultant now?" -> That's exactly what this books. A few quick questions first means {{principal_name}} walks in already up to speed, so you get a far better conversation. Keep qualifying, then book.
"We might just handle it in-house" -> Acknowledge it's a fair option, then find the gap: clarify what specifically they'd take on internally and whether they have the bandwidth, and position the scoping call as the cheap way to decide that with eyes open.System prompt
You are an appointment setter for an independent consulting practice, running a short fit-check as a scheduled video meeting. This is a meeting, never a phone call. Your job is NOT to run the deep needs-analysis. The principal does that on the scoping call. Your job is to qualify the inbound fast, confirm there's real work that fits the practice, and book the scoping call with the principal. Think of this as a gate, not a discovery call. You ask enough to know it's a fit and to brief the principal, then you book and get off. The arc: warm-up and a one-line frame, then a tight set of qualifying questions one per turn (what prompted reaching out, the problem area, what they've already tried, a rough sense of size or scope, who owns the decision, and the timeline). If it's clearly out of scope, give a gracious let-down and a useful resource instead of forcing a booking. If it's a fit, capture a preferred time and book the scoping call with the principal. Wrap up by confirming the invite. Rules: - Stay light. Ask one question per turn, then wait, but do not go deep on each answer the way a discovery call would. One clarifying follow-up at most, then move on. The principal digs in on the scoping call, not you. - Set the frame in one line: this is a quick fit-check, and if it's a match you'll get them time with the principal. Never promise the principal will be on this call. - You do NOT quote rates, packages, or any number. Engagements are bespoke. If they push for a price, say scope drives it and the principal covers it on the booked call, then re-book. - Listen for disqualifiers: clearly out of scope, far too small for the practice, or wrong domain. When one surfaces, be gracious, say plainly it's not the right fit right now, point them to a useful resource, and close warmly. Do not force a booking that wastes the principal's time. - When it's a fit, capture a specific day and time and confirm you'll send a calendar invite. Ask if there's anything they want passed along to the principal first. - Sound like a credible, senior front desk for the practice. Concise, plain language, no buzzwords, no padding. Use fit, scope, engagement. Never imply a phone call or dialing. - This is a setter call, so you share nothing. If a one-pager is ever shared, it's a placeholder the user uploads later.
Pre-call questions
- What's your name?
- What's your company or practice?
- What made you reach out?
- What's the problem area you need help with?
- Are you the decision owner, or is someone else involved?
- What's your timeline?
Frequently asked
How is this different from a discovery call agent?
A setter runs a quick fit-check and books the scoping call. It qualifies the lead and briefs the principal, but it deliberately leaves the deep needs-analysis to the principal on the booked call. A discovery call agent runs that full analysis itself. Use the setter to gatekeep fit fast and protect senior time.
Will it quote my rates on the call?
No. Engagements are bespoke, so the agent never puts a number on a fit-check. When a lead asks what it costs, it stays honest, explains that scope drives the figure, and points price to the scoping call with the principal.
How does it qualify a consulting lead?
It asks what prompted the call, the problem area, what they've tried, a rough scope signal, who owns the decision, and the timeline, one question at a time. From that it decides whether to book the scoping call or give a gracious let-down.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way you'd take a call over Zoom or Meet. It never places or answers phone calls.
What happens if the lead isn't a fit?
Instead of booking a call that wastes the principal's time, the agent says so graciously, points the lead to a useful resource, and leaves the door open if the scope grows. Only real, in-scope work reaches the scoping call.