Appointment Booking

Increase the efficiency of your business development through a proven and proactive appointment setting solution.

The Expand appointment setting solution is revolutionising the ways businesses work and build their sales opportunities. We take a targeted and proactive approach to early stage engagement that allows your teams to focus on qualified conversations. 

What do we do?

Our team will make outbound calls to book appointments with your target audience on behalf of your Business Development team. Our objective is to increase the efficiency of business development teams by outsourcing this process. This then enables teams more time to focus on core activities.

Our process will see the Expand team;

Make outbound calls on behalf of BDM teams to book appointments with your target market

Enter appointments made into required schedules and calendars.

Send meeting invitations to the relevant people for the initial meeting.

Enter notes as appropriate to record outcome of calls into supplied spreadsheet/project management platform.

Liaise with team members to proactively communicate information, coordinate meetings and resolve any issues.

Provide weekly activity reporting to management and key stakeholders, which includes weekly reports showing calls attempted, contact made and meetings booked for each active list.

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Maximise your investment.
Pay for what you get.

Studies have shown that the average worker is only productive for 3 hours out
of an 8 hour day. This means businesses are paying staff for 60% of wasted time.
Maximise every minute of your investment and pay as you grow. We will help your
business increase your effectiveness while lowering your costs.

Some of the benefits of on-demand administration support:

Flexible, demand based resourcing

No recruitment, training or supervision time or cost

No absenteeism

Variable Cost

No impact on FTE

High productivity – no interruptions, no crises, no distractions, no leave.

You pay for the tasks and thats it.

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What our clients say

I had used Expand in my sole practitioner practice for many years, updating insurance records and obtaining fund and insurance research. Since merging my practice with a much larger firm, we have re-engaged Expand to conduct further work and provide assistance. The interactions are smooth and speedy, with Expand very easy to interact with and taking some load off our customer service officers. I’d recommend other practitioners who are looking for some additional administrative assistance to utilise the services on offer from Expand.
Luke Buttersfield
I’ve had the great benefit of working with Expand as part of our business. I’ve thoroughly enjoyed the experience and would highly recommend their services. As a sales professional time is always hard to find and the Expand team have been great working with me to book a large number of my client appointments. Importantly by being able to be a regular user of their services, I’d had the pleasure of working with a few consultants, more recently Anne who has been booking my meetings for the past couple of years. As such she has built up a rapport with my clients who now expect and look forward to her call and personal touch. Well done Expand and Anne, you make my job so much easier!
David Crawford
I have been working with Expand for over five years. Expand were recommended to me by two different financial service providers when my business was desperately needing additional system support. I was sceptical at first but once the service delivery commenced, Expand’s focus on important client maintenance: Fee Disclosure Statements, insurance reviews and file notes allowed me to focus on other aspects of my business with confidence & peace of mind. Even though Expand operate remotely, they are like having an extra person (or two) in the office to help when you need it. You and your business can only benefit from using their reliable services.
Karl Hombergen