Filled calendars. Loyal customers.
Qualified appointments for your sales team and retention programs that protect lifetime value — designed, executed, and measured by ACES.
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What We Deliver.
- B2B and B2C appointment setting with qualification criteria you define
- Calendar integration and automated confirmation sequences that protect show rates
- Churn-risk outreach and save campaigns triggered by your retention signals
- Win-back programs for lapsed customers with offer testing and cohort reporting
- Full pipeline visibility — every appointment traced from first dial to held meeting
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Channels & Coverage.
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KPIs We Optimize.
Measured, reported, and reviewed with your team — every week.
Show Rate
Held appointments vs. booked — the number your sales team feels.
Save Rate
At-risk customers retained — lifetime value protected, measured monthly.
Qualified Rate
Appointments meeting your qualification bar — quality over volume.
ROI
Revenue influenced per campaign dollar — reported per cohort.
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Our Approach.
Onboard
Qualification criteria, calendar and CRM integration, script design, and offer alignment with your sales leadership.
Operate
Daily booking telemetry, confirmation sequences, and show-rate protection with same-day rebooking on cancellations.
Optimize
Cohort analysis on show rates and save rates — refining targeting, timing, and offers each cycle.
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Where Appointments & Retention wins.
Healthcare
HIPAA-aligned patient engagement that protects compliance and human compassion.
Learn moreFinance
Secure, compliant, accountable engagement for banks, lenders, insurance, and fintech.
Learn moreTechnology & SaaS
Tier 1–3 technical support and customer success operations for high-growth tech companies.
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Frequently Asked.
Does ACES set B2B or B2C appointments?
Both. Appointments are booked against qualification criteria you define, with calendar and CRM integration so every appointment is traced from first dial to held meeting.
How does ACES protect show rates?
Automated confirmation sequences over SMS and email, calendar integration, and same-day rebooking on cancellations. Show rate — held appointments versus booked — is a primary reported KPI.
What do retention campaigns include?
Churn-risk outreach and save campaigns triggered by your retention signals, plus win-back programs for lapsed customers with offer testing. Save rate and revenue influenced per campaign dollar are reported per cohort.
Ready to extend your team?
Talk to our team about how ACES can integrate as your customer experience partner — across voice, chat, email, and back-office.