Services · Setters
Appointment setters for trading businesses
Outsourced appointment setters answer your inbound prospects on Telegram, WhatsApp and Instagram DM, qualify each one against your criteria and book calls for your closers, so only ready-to-buy profiles reach your sales team. Trading House provides trained, supervised setters for traders and educators, prop firms, signal providers and copy trading or IB businesses.
- 100+ trader supports managed
- 360° end-to-end support
- 7/7 coverage available
- Multilingual teams
01What's included
What the service covers
- Handling prospects across all your communication channels (Telegram, WhatsApp, Instagram DM)
- Qualifying leads against your sales criteria
- Strategic follow-ups and appointment setting
- Re-engaging inactive prospects and past contacts
- CRM updates and handover of qualified leads to closing
- Tracked KPIs: first response time, qualification rate, appointments set
02How it works
From first message to daily operations
- 01 · BriefYou message us your business type, channels, lead volumes and audience languages.
- 02 · ProposalWe come back with a team composition within 24 hours.
- 03 · TrainingSetters are trained on your offer, scripts and tools before they start.
- 04 · Daily handlingThey work your channels and CRM under a dedicated supervisor, with 7/7 coverage available.
- 05 · ReportingA weekly report covers volumes handled, response times, qualification and appointments set.
03Who it fits
Who this is for
- Traders and educators selling courses, mentoring or private groups through messaging
- Prop firms and signal providers with a steady inbound flow of prospects
- Copy trading and IB businesses that need leads qualified before a call
- Teams whose closers should spend their time on calls, not on first replies
04FAQ
Frequently asked questions
What does an appointment setter do for a trading business?
A setter handles the first conversation with each prospect, checks whether they match your sales criteria, follows up, and books a call or hands the lead over to a closer. They also keep the CRM up to date.
What is the difference between a setter and a closer?
The setter opens and qualifies the conversation and sets the appointment. The closer takes the qualified prospect through objections and to the final sign-up or purchase. Trading House provides both and they can work on the same CRM.
Which channels can your setters work on?
Telegram, WhatsApp and Instagram DM, with your CRM. Tell us which channels your prospects use and we match the team to them.
Can setters speak my audience's language?
Our teams are multilingual and matched to your audience. Tell us the languages you need in your first message.
Do your setters give trading or investment advice?
No. They qualify and assist prospects; they do not give investment advice or promise profits.
How do I get started and what does it cost?
Message us on WhatsApp or Telegram with your volumes and languages. Pricing depends on your needs, and we send a team proposal within 24 hours.
05Related services
Other Trading House services
- By role
- By customer type
Scope. Trading House provides support and operational outsourcing only. We do not give investment advice, do not manage capital on behalf of third parties and are not affiliated with any broker or platform.