Appointment Setter

The Appointment Setter is responsible for contacting potential clients, qualifying leads, and scheduling appointments for the sales team. This role plays a key part in generating new business opportunities by ensuring that only qualified prospects move forward in the sales process.

• Responsibilities:

-Make outbound calls, emails, or messages to potential clients using provided leads

-Qualify prospects based on set criteria (needs, budget, authority, timeline)

-Schedule appointments or meetings for Account Executives or Sales Representatives

-Accurately update and manage lead information in the CRM system

-Follow up with prospects to confirm appointments and reduce no-shows

-Handle objections professionally and maintain a positive brand image

-Meet or exceed daily, weekly, and monthly appointment-setting targets

-Collaborate closely with the sales team to ensure smooth handoffs

• Requirements:

-High school diploma or equivalent (college degree is a plus)

-Previous experience in appointment setting, telemarketing, or sales is preferred

-Strong communication and active listening skills

-Confident speaking on the phone and through digital channels

-Ability to handle rejection and stay motivated

-Basic computer skills and familiarity with CRM tools