Start an appointment setting business with AI doing the SDR work

You do not run the day-to-day of this business, Actionist does. Here is how it works on any business idea, applied to appointment setting: you pick it, the agent plans every task, then works through them and brings you the few that need a human.

1. 01

   You pick the service and your limits

   You decide which type of B2B client to serve (SaaS companies, agencies, consultants) and set the offer: a fixed monthly retainer for a defined number of prospects worked and meetings booked per client. That brief is all Actionist needs to plan the full operation.

   →A clear offer and a first client to prove it on.
2. 02

   Actionist maps every task and subtask

   From onboarding the first client to running month four of a retainer, Actionist breaks the whole service into stages: ICP research, list building, sequence writing, outreach batches, reply handling and monthly reporting. Every task and subtask laid out in one place.

   →A complete plan for the service, client by client.
3. 03

   It schedules the work and works through it

   Actionist schedules the research, the outreach batches, the follow-up sequences and the reporting. It works through the queue in the background, moving from one task to the next without you driving it, so progress continues while you are at your job.

   →Steady output per client without you managing every step.
4. 04

   It assigns you the human-only tasks

   Some things only the operator can do: the client onboarding call, agreeing a new messaging angle, the monthly review meeting. Actionist assigns those to you with full context and carries on with the rest of the plan once they are done.

   →A short list of decisions that need you, nothing else.
5. 05

   It asks before anything reaches a prospect

   Before Actionist sends any email, books a meeting or marks a contact as qualified, it stops and waits for your approval. Every message that goes out from a client's account has your sign-off first.

   →Every client-facing message reviewed before it sends.
6. 06

   You keep your clients and check in

   You run the client relationships: the weekly update, the monthly review, the renewal conversation. Actionist keeps the pipeline moving and prepares the performance report so your check-ins are informed and short. Manage everything over Telegram or Slack.

   →Retained clients and a business that grows around your schedule.

This is the plan Actionist builds to launch the service and run it for each client: every stage, task and subtask. The work is split across your agent team, from setting up the offer to researching prospects to booking meetings and getting paid. Only a handful of tasks and approvals are left to you.

An example plan Actionist builds for this business. Yours adapts to your clients, your niche and the volume you take on.

Here is what a week actually looks like once the service is running for a few clients. Your agents keep the outreach and booking pipeline moving every day. You step in for a handful of moments, the ones worth your judgment, and the rest of your week stays yours.

Your clients trust you with their brand and their prospects' inboxes. Actionist never sends a message, books a meeting or raises an invoice without your explicit sign-off on the steps that matter.