Position: Appointment Setter
Schedule: 6hrs/day
Key Responsibilities
Core Responsibilities
- Conduct outbound phone calls to warm leads in a professional and engaging manner.
- Qualify prospective customers based on predefined criteria and sales scripts.
- Schedule qualified appointments directly into the assigned closer's calendar.
- Meet or exceed daily activity targets, including outbound calls, contacts made, appointments booked, and show rates.
- Maintain accurate and up-to-date customer information, notes, and follow-up tags within the CRM.
- Follow established processes for lead management and appointment scheduling.
- Collaborate with team members and leadership to improve call strategies, conversion rates, and overall performance.
- Participate in coaching sessions, team meetings, and ongoing training initiatives.
- Ensure a positive customer experience during every interaction.
Qualifications
- Prior experience in outbound sales, telemarketing, appointment setting, lead generation, or a similar customer-facing sales role.
- Proven ability to conduct high-volume outbound phone outreach to warm and/or cold leads.
- Experience qualifying prospects using established criteria, scripts, or sales processes.
- Familiarity with scheduling appointments for sales representatives or closers.
- Working knowledge of CRM platforms and best practices for accurate data entry and lead management.
- Demonstrated ability to consistently meet or exceed daily activity, booking, and conversion targets.
- Excellent verbal communication, active listening, and interpersonal skills.
- Strong organizational and time management skills with the ability to manage multiple tasks efficiently.
- Adaptable and coachable, with the ability to refine call techniques based on feedback and performance metrics.
- Self-motivated, goal-oriented, and able to work effectively in a fast-paced environment.
