Case study
How a california consulting firm hire an appointment setter to scale weekly live events
When a California consulting firm struggled to scale its live events due to a lack of outreach capacity, they partnered with Global Squirrels to find a solution. By hiring a dedicated remote appointment setter from Mexico, the firm finally had the support needed to follow up with leads and manage their CRM. Global Squirrels handled the sourcing, HR, and payroll, allowing the firm to double their workshops from biweekly to weekly on a highly efficient $1,500–$1,700 monthly budget.
Executive summary: Removing the appointment setting bottleneck
A California consulting firm serving business owners across North America wanted to run free live events every week, but its outreach process could only fill one event about every two weeks.
The business already had a working lead generation system, a dedicated salesperson, and coaches. The missing piece was a reliable appointment setter who could call prospects, invite them to events, manage appointments, follow up with contacts, and keep the CRM organized.
Global Squirrels helped the firm hire a full time appointment setter from Latin America with strong US market communication skills, CRM experience, and working hours aligned with the Pacific time zone.
After the hire, the firm increased outreach capacity enough to support weekly events rather than biweekly events. It also gained a structured hiring, onboarding, payroll, and timesheet process without replacing a lead generation system that was already working.
About client: North American consulting firm scaling events
The challenge: Live events could not scale beyond every two weeks
The consulting firm had started using free workshops and live events as part of its growth strategy, but limited outreach capacity created a bottleneck.
It took about two weeks to fill one event. As a result, the firm could only run events every other week even though the business wanted a weekly schedule.
The role required more than making calls. The appointment setter needed to manage appointment changes, follow up with selected business owners, and maintain a specialized CRM connected to the company’s consulting software.
Communication quality also mattered because the calls targeted business owners. The client wanted spoken English that felt familiar and professional to its US audience and reduced the likelihood of calls being perceived as generic spam outreach.
The challenge was specific: increase calling and scheduling capacity without disrupting existing sales and lead generation processes.
The solution: A full time LatAm appointment setter
Global Squirrels recommended sourcing in Latin America, particularly Mexico, where candidates could offer strong English communication, US business exposure, and time zone compatibility. Overcoming operational hurdles required proven strategies for managing remote SDRs across time zones to ensure live outbound calls coincided with target prospect business hours.
The recruitment team screened for phone experience, CRM familiarity, communication skills, employment stability, schedule fit, and compensation expectations.
Candidates also needed to understand that the position focused on appointment setting and event invitations, not sales closing.
The client remained responsible for interviews and final selection. Global Squirrels handled sourcing, pre screening, onboarding coordination, payroll administration, and HR support.
This allowed the firm to strengthen one specific part of its existing customer acquisition process instead of rebuilding the entire sales operation.
How the hiring process runs: From request to first calls
Step 1: Define the position
The client provided the responsibilities, communication requirements, schedule, budget, and expected CRM experience.
Step 2: Source and screen candidates
Global Squirrels searched Latin American talent markets and evaluated candidates for phone experience, CRM exposure, communication skills, and employment history.
Step 3: Receive candidates within 2 to 5 business days
The client received approximately three shortlisted candidates at a time, along with resumes and written introductions explaining their fit for the position.
Step 4: Interview before committing
The firm reviewed candidates and conducted interviews before making a hiring decision. No recruitment payment was required during sourcing and interviews.
Step 5: Complete onboarding
After the preferred candidate was selected, Global Squirrels coordinated onboarding and the refundable onboarding deposit. To ensure fast productivity and quick deal pipeline growth, the team implemented a structured 30-60-90 day onboarding plan for remote SDRs.
Step 6: Manage payroll and timesheets
The employee submitted timesheets through the platform. The client approved them before payroll was processed, while Global Squirrels handled payroll and HR administration.
Results: Weekly events instead of every two weeks
The clearest outcome was increased event capacity.
With a dedicated full time appointment setter focused on invitations, follow ups, scheduling, and CRM management, the firm moved from supporting one live event roughly every two weeks to a weekly event cadence.
That effectively doubled its potential live event frequency.
The new employee also reduced repetitive administrative work for the sales and consulting teams. Appointment changes, prospect follow ups, and CRM organization had a dedicated owner rather than being divided among people with other responsibilities.
The role remained within the client’s planned monthly budget of approximately $1,500 to $1,700 for a dedicated 40 hour per week resource.
Most importantly, the client did not need to replace its existing sales or lead generation strategy. Global Squirrels helped strengthen the operational layer needed to convert an existing flow of leads into more consistent event participation.
Testimonial: More capacity without changing what already worked
Why companies choose Global Squirrels
Growing businesses do not always need more leads. Sometimes the problem is not having enough people to follow up with the opportunities they already have.
Global Squirrels helps companies hire dedicated remote professionals for appointment setting, customer communication, administration, operations, and other recurring business functions.
Clients receive screened candidates, transparent cost breakdowns, control over interviews and final hiring, onboarding support, payroll administration, timesheet management, and ongoing HR assistance through one platform.
For this consulting firm, one dedicated hire removed a practical growth constraint. The company could use its existing lead generation engine more effectively, increase live event frequency, and give its consultants, coaches, and salesperson more time to focus on client delivery and revenue generating activities.
Instead of redesigning its entire sales strategy, the company solved the specific operational bottleneck preventing it from growing.
Turn existing leads into more consistent growth with dedicated remote support.
Access flexible professional services workforce solutions for remote appointment setters and support staff, including candidate sourcing, streamlined onboarding, time tracking, global payroll coordination, and local HR compliance—all without establishing a foreign entity.