What do I need to give an appointment-setting company to get started?
You need a calling list, a short script or opening with the reason for the call, a calendar the meetings can be booked into, and a named person on your side who will attend or assign them. If any of your numbers could be individuals, you also need to have checked the list against the Do Not Call Registry.
Most delays come from the list and the calendar. The script rarely holds things up. A clean list and open diary slots mean calls can start soon after you approve the opening. A list with gaps, or a calendar that is full for three weeks, makes every booked meeting harder to land.
What should the calling list contain?
Each row should have a phone number, the person's name, their company and their job title. A name lets the caller ask for the right person, and the title helps the caller judge whether the person decides on what you sell. Remove duplicates and numbers you know are dead before you send it.
Use your own list where you can. These are people who have dealt with you, enquired, attended an event or fit a clear target description you built yourself. Say how each group on the list was gathered, because it affects what the opening should say and which Do Not Call rules apply.
Size matters for planning. Calling the same person on different days takes time, so a list of 1,000 numbers takes longer than a few days. Decide in advance how many meetings your team can take in that period.
What does the caller need to know about the offer?
The caller needs the opening line, the reason someone should give you 20 or 30 minutes, and the answers to a handful of likely questions such as who you are, how you got the number and what the meeting covers. Write these down in plain sentences. Keep the reason specific, for example a review of a client's current accounting set-up instead of a general introduction.
The caller's job is to book the meeting. Product advice, pricing negotiation and technical questions belong in the meeting itself, with your people. Give the caller a one-line answer for each: 'our consultant will cover that when you meet'.
Also tell the caller what a qualified meeting is: company size, role, location or any group you do not want to meet. Without that, you will get meetings that suit the caller's calendar but fail to suit yours.
Do I need to check the Do Not Call Registry first?
Yes, if any number on your list could be subject to the Do Not Call provisions, the check is yours to make before the list goes out. Organisations check numbers through an account on the DNC Registry portal at dnc.gov.sg, and the PDPC states that a result is valid for 21 days. If calling starts after that window, check again.
Calls to an organisation for that organisation's own purposes are generally outside the Do Not Call rules. That protection is lost once the call is about the person's own needs, for example a personal financial product. The PDPC explains this in its Advisory Guidelines on the Do Not Call Provisions. The Guidelines and the Personal Data Protection Act are general information, so for your own list and offer, check with a lawyer.
Also settle how opt-outs are handled. If someone says not to call again, that person should come off the list for good, and the provider should tell you so you can record it.
Who can sign up if I am in financial advisory?
The financial adviser firm signs up. An individual representative cannot. Under MAS Notice FAA-N02 (as revised 22 May 2026), only the firm may appoint an introducer. If you are an agent or representative, ask your firm's compliance or management team to make the arrangement.
Firms should also confirm that the opening and reason for the call fit their own compliance rules before approving them. Moneylenders cannot use calling for this purpose at all, since unsolicited calls by moneylenders have been banned since 1 April 2025.
How does this work with Greetsby?
Greetsby calls the people on your own list and books meetings into your calendar. You approve the opening and the reason for the call before any call is made, and you confirm at upload that you have checked the list against the Registry. Greetsby does not run that check for you.
Pricing is one flat amount per batch: S$1,800 for 1,000 numbers, S$3,600 for 2,000 and S$5,400 for 3,000, which is S$1.80 a number and covers up to 4 attempts each. You pay before calls start, with no contract and no monthly fee. Greetsby does not promise a number of meetings, and the first batch shows what your own list produces. To begin, choose a batch on the Get started page, or write to hello@greetsby.com, which is answered within one working hour between 9.00am and 6.00pm, Monday to Friday.
Questions
Do I need to give access to my CRM or only a spreadsheet?
A spreadsheet with number, name, company and job title is enough for a first batch. You do need to share a calendar or a set of open slots so meetings can be booked.
How long is a Do Not Call Registry check valid?
The PDPC states that a check result is valid for 21 days. Older pages that say 30 days are out of date.
Can an individual insurance agent hire an appointment setter?
Not on their own. Under MAS Notice FAA-N02, only the financial adviser firm may appoint an introducer, so the firm must sign up.
Will the caller answer product questions?
Greetsby's callers book meetings only. They do not give product advice, so questions about your product are left for the meeting with your team.
Sources
- PDPC: Advisory Guidelines on the Do Not Call Provisions
- PDPC: Check numbers against the Do Not Call (DNC) Registry
- PDPC: Do Not Call Registry portal for organisations
General information for businesses in Singapore, not legal advice.