B2B Appointment Setting Consultant

Alejandra
Gimenez

I Help B2B Agencies Build Appointment Setting Systems That Fill Pipelines — Predictably.

Sales consultant with 5+ years closing high-ticket B2B deals, building revenue-generating systems, and training elite setter teams — remotely, across global markets. Now helping agencies stop depending on referrals and start building pipelines that work on their own.

Alejandra Gimenez
$800K+Revenue closed
35%Conversion rate
Most agencies have the offer.
What they're missing is the system.
Appointment Setting Systems AI-Powered Outreach Sales Closing Pipeline Audit Revenue Growth Team Training CRM Management Cold Outreach Conversion Rate Optimization

Turning conversations
into closed deals

Most B2B agencies are sitting on a broken pipeline and don't know it. The leads exist. The offer works. What's missing is a repeatable system that turns outreach into booked calls — consistently, without heroics.

That's what I build.

I combine 5+ years of high-ticket B2B sales experience with AI-powered outreach tools to design appointment setting systems that generate qualified calls on autopilot. I'm one of the few sales consultants actively integrating AI into the full setter workflow — certified in AI Fluency by Anthropic (2026).

My track record: $800,000+ USD in closed revenue, a consistent 35% conversion rate, and 50% gains in pipeline efficiency — across consulting firms, universities, and remote B2B operations.

System Builder

Appointment setting systems that generate qualified calls on autopilot

AI-Integrated

One of the few consultants embedding AI into the full setter workflow

Team Trainer

Supervised and upskilled full appointment setter teams

Remote Expert

5+ years operating across global markets from Argentina

What I work on
with clients

System Design

  • Appointment setting system design & build
  • Pipeline audit and conversion rate diagnosis
  • CRM setup and pipeline workflow configuration

Outreach & Sequences

  • AI-powered outreach sequences (email, LinkedIn, calls)
  • Sales script and follow-up sequence development

Training & Tools

  • Appointment setter team training and performance coaching
Tools
HubSpot Jira Asana Trello Google Sheets

You might be in
the right place if…

  • You run a 2–10 person B2B agency or consulting firm with a proven offer
  • Your team has the effort but the numbers aren't there
  • You've tried to fix the pipeline before — scripts, a new hire, a coach — and it didn't stick
  • You want someone who looks at what's actually broken, not someone who validates the problem
Not the right fit if

You're pre-revenue, looking for someone to run your outreach long-term, or need 6 weeks to make a decision.

Three ways to
work together

Starting at $750
The Pipeline Audit

One week. I go through your entire outreach process end to end — your ICP, your messaging, your CRM, your follow-up, your team's performance. You get a written report with scores, specific findings, and a prioritized fix list. Plus a 60-minute debrief call to walk through everything together.

Best for: agencies that know something is broken but can't see exactly where.
Audit My Pipeline →
From $1,800/month
Team Training

Monthly coaching for your appointment setting team. Live sessions, real conversation reviews, script refinement, performance tracking, and async support between sessions. Built around what's actually happening in your team's conversations — not generic sales theory.

Best for: agencies with a team in place that needs to perform consistently.
Train My Team →

Not sure which one fits? Start with the audit.
Most clients use it as the entry point — and it's credited toward any larger engagement within 30 days.

Key results & wins

Appointment SettingB2B
20+ Weekly Appointments at Revolutionary Roots
Set and managed 20+ weekly appointments through targeted sales strategies and social media outreach, achieving a 35% lead conversion rate for high-value clients.
$259,000 USD in yearly revenue · $66,200 in April 2025 alone
High-Ticket SalesCold Outreach
National University Sales — OVinspires
Sold motivational speaking services to prestigious U.S. universities including UT Austin and University of Arizona via cold email and calls, expanding national reach.
$600,000+ USD closed at 30% conversion rate
PipelineOptimization
Sales Pipeline Overhaul — OVinspires
Rebuilt the full sales pipeline, developing CRM tracking, cold scripts, email templates, and follow-up sequences that drove consistent deal closures.
50% efficiency gain in deal closures
TrainingTeam Leadership
Appointment Setter Training Program
Trained and supervised all appointment setters at OVinspires (2022–2025), running live sessions with real-time corrections to improve team performance and appointment quality.
Full team trained over 3 years · Certificate completions
ProposalsClient Growth
Enterprise Proposals — $5K–$12K Deals
Prepared and delivered proposals generating $5,000–$12,000 USD per client, managing the full cycle from first contact through event execution.
25% client portfolio growth
COOGlobal Sales
COO Sales Support — Memoria Studio
Led sales operations for a media studio, closing deals including a contract with one of the most prominent lawyer YouTubers in the U.S. Improved team efficiency by 50%.
25% revenue growth · 20% lead conversion improvement

What people say

"

I've been blown away at how quickly and efficiently you jumped in. Having you on the team has let me breathe again.

BE
Brianna Engelkes
Revolutionary Roots Consulting
→ 20+ weekly appointments · 35% conversion rate · $259K in yearly revenue
"

Alejandra is a bulldog — she does not let a lead go cold.

CS
Cindy Sasser
Client
→ Cold outreach · 6 months of follow-up · contracted 3 years in a row
"

She didn't just train me, she taught me strategy.

M
Melanie
Former Colleague
→ Setter training · real-time conversation coaching · measurable improvement in booking rate
Real messages from clients & teammates
Brie Business Coaching praising Alejandra
Brie Business Coaching — on jumping in quickly & efficiently
Katie — today's calls were amazing
Katie — "today's two calls WERE AMAZING"
Katie applauding Alejandra
Katie — "I applaud you for all that you do"

See how I think before
you decide to work with me

These aren't polished presentations. They're real working sessions — how I coach setter teams, how I diagnose pipeline problems, and how I think about conversations that convert.

Real-time setter coaching
Watch on YouTube
Real-time setter coaching: what I actually correct and why
A live look at how I work with appointment setting teams — the specific language patterns I flag, how I rebuild a weak message in real time, and why most feedback sessions don't actually change behavior.
Why missed calls are your most valuable pipeline asset
Watch on YouTube
Why missed calls are your most valuable pipeline asset
Most agencies treat a missed call as a lost lead. I treat it as the highest-priority follow-up in the pipeline. Here's the exact strategy behind that — and why it changes your show-up rate.

Licenses & certifications

AI Fluency Framework & Foundations
Anthropic
Issued March 2026 · ID: kvm3vjrv2tj5
Google Project Management Certificate
Coursera / Google
Issued October 2022

From broken pipeline
to $600K closed

Client
U.S.-based motivational speaking & youth leadership brand
Industry
Speaking / Education / B2B services sold to U.S. universities
Engagement
Sales Lead · Appointment Setting System · Team Training · 3 years 8 months
The situation

The speaker had a compelling offer — motivational speaking and leadership programs for university audiences — but lacked a structured sales process to reach decision-makers at scale. Outreach was inconsistent, follow-up was informal, and the team had no defined system for qualifying leads or managing the pipeline from first contact to signed contract.

What I built and ran
  • Designed the full B2B outreach system — cold email sequences, LinkedIn outreach, call scripts, and follow-up cadences targeting university procurement contacts and student affairs departments
  • Built and managed the CRM pipeline from scratch — lead stages, tracking spreadsheets, follow-up triggers, and activity logging
  • Developed all sales collateral — proposal templates generating $5K–$12K per client, email templates, and objection-handling scripts
  • Trained and supervised the full appointment setting team from 2022 to 2025 — live sessions, real-time call corrections, and performance benchmarking
  • Managed the full client journey from first outreach to event date — ensuring seamless handoff and repeat business
The results
$600K+
Closed B2B contracts
30%
Close rate on pipeline
25%
Client portfolio growth
30+
U.S. universities closed
Named clients
University of Texas at Austin University of Arizona
What made the difference

The system worked because it was built around one principle: nothing depends on memory.

Outreach followed a defined sequence — not whoever felt like reaching out that day. Follow-up was built into the CRM — not triggered by someone remembering. Training was ongoing with real-time corrections based on actual calls — not a one-time onboarding session.

When the process is documented and repeatable, performance stops being a personality trait and starts being a system output. That's what consistent pipeline looks like.

Want results like this for your B2B agency or consulting firm?

Ready to fix your pipeline?

Tell me what's going on in your pipeline right now. I'll respond within 48 hours and tell you honestly whether I can help — and exactly what that would look like.

No pitch. Just a real answer.

or if you'd rather just talk —
Book a free 30-min call — no prep needed →
Currently accepting 2–3 new clients