Position Overview
We are seeking a proactive, results-driven, and detail-oriented Appointment Setter to join our team. This is a fully outbound role responsible for proactively contacting potential customers, qualifying prospects, scheduling appointments, and ensuring that scheduled sales calls are successfully confirmed and completed.
The ideal candidate is confident with outbound calling, consistent with follow-ups, highly organized, and comfortable speaking with prospective customers. Strong English communication skills are essential for this position. Candidates must have a B2–C1 level of English proficiency, with strong spoken and conversational English.
Key Responsibilities
Outbound Prospecting & Appointment Setting
- Conduct consistent outbound calls and outreach to prospective customers using provided lead lists, databases, and other prospecting sources.
- Initiate conversations with potential customers and introduce the company's services.
- Identify prospects who may have a need for the company's services and qualify them based on established criteria.
- Schedule qualified sales calls, estimates, or appointments for the sales team.
- Clearly communicate appointment details, including date, time, and expectations.
- Confirm scheduled sales calls with prospects prior to the appointment.
- Follow up with prospects who have not yet confirmed their appointment.
- Take proactive steps to reduce no-shows and ensure scheduled sales calls take place.
- Reschedule appointments when necessary and maintain accurate appointment information.
- Maintain an organized pipeline of prospects, scheduled appointments, confirmations, and follow-ups.
Appointment & Sales Call Coordination
- Take ownership of each appointment from the moment it is scheduled through the completion of the sales call.
- Ensure that sales calls are confirmed and successfully take place.
- Monitor upcoming appointments and complete timely confirmation and reminder follow-ups.
- Communicate cancellations, reschedules, and no-shows to the appropriate team members.
- Follow up with prospects after missed appointments to reschedule when appropriate.
- Coordinate closely with the sales team to ensure they have accurate prospect and appointment information.
CRM & Administrative Responsibilities
- Accurately document all outbound calls, messages, prospect interactions, appointments, confirmations, and outcomes in the CRM.
- Keep prospect information and appointment statuses up to date.
- Maintain accurate records of scheduled, confirmed, completed, cancelled, and missed sales calls.
- Ensure all relevant notes and prospect information are available to the sales team before each call.
- Monitor CRM activity and appointment metrics to identify opportunities to improve contact, booking, confirmation, and show rates.
- Provide regular updates on outbound activity, appointments booked, confirmations, and completed sales calls.
Key Success Metrics
Success in this role will be measured by:
- Outbound calls and outreach completed
- Prospects successfully contacted
- Qualified appointments booked
- Appointments confirmed
- Sales calls successfully completed
- Appointment show rate
- Follow-up consistency
- Accurate and timely CRM documentation
- Reduction in cancellations and no-shows
