The Appointment Biz Provides a Wide Range of Wholesale Services Including Scheduling; Mailings; Territory Management; Software & Hardware Training

Our Services

We help salespeople develop and maintain client relationships by providing quality business management. Our goal is to become part of a long-term collaborative relationship between you and your clients.


Our trained support staff understands the unique nature of sales support and will treat your hard-earned relationships with the attention and respect they deserve. We create an organized and centered workday, a more productive and less stressful workday.

The Appointment Biz trained subcontractors are strategic partners with wholesalers. Our directive is to get you the appointments you want – the activity that breeds business.

The following are only some of the scheduling services we provide:

  • Make appointment phone calls and manage calendar
  • Make confirmation calls
  • Send reminder emails or faxes
  • Send marketing material(s)


Presence in Absence is a concept vitally important to successful sales. The Appointment Biz can help with all your mailing needs.

  • Target mailings and thank you notes keep you present and on the mind of your clients
  • Production Thank You note cards or letters can be sent weekly or monthly or quarterly to producing brokers who have done business in your territory during a specified period of time
  • Post Meeting Thank You letters or note cards are done as a follow-up to a meeting, seminar, or training session

Territory Management

Effective territory management is crucial to getting the most out of your business. Let us help you run your business instead of letting your business run you.

  • Make travel decisions driven by sales performance and goals
  • Zone your territory for productive travel
  • Isolate the most productive clients in a zone
  • Isolate clients on your “hit” list

Software & Hardware Training

You cannot build your business with outdated systems. The Appointment Biz can help you get the most out of your computer, PIM, email, and other electronic tools.

“Every time the technical side of my business gets “too technical” my first call is to The Appointment Biz. Each and every time they have solved my issue correctly and in a timely manner. The down time I would have suffered would have been dramatically increased without their help. Since 1999, they have been there to assist me in enhancing my business. Thank you to Julie and her team!!”

Vice President

MFS Investment Management

Call 1.800.547.4966 to get started today!