Appointment Setter

Full Time
  • Full Time
  • USA

Website Podhurst Associates

An Appointment Setter is responsible for contacting potential clients, scheduling appointments, and ensuring that the sales team or service providers meet with prospective clients. The primary goal is to generate leads and ensure a smooth scheduling process.

Key Responsibilities:

Lead Generation and Outreach:

Identify and research potential clients using various platforms (cold calling, email outreach, social media, etc.).
Initiate contact with prospects to introduce products, services, or business offerings.
Qualify leads based on specific criteria to ensure they are relevant to the company’s objectives.
Scheduling Appointments:

Book meetings between prospects and sales representatives, account managers, or service providers.
Maintain and update the appointment calendar to ensure accurate scheduling and avoid conflicts.
Send reminders and follow-ups to clients to confirm appointments.
Customer Relationship Management:

Maintain a professional and friendly demeanor when engaging with prospects.
Provide excellent customer service and respond to inquiries regarding the product or service.
Record details of each interaction and ensure the CRM (Customer Relationship Management) system is up to date.
Data Management:

Track and report on call and appointment metrics (e.g., number of calls made, appointments set, follow-ups).
Analyze client feedback and interactions to improve outreach strategies.
Update lead databases to reflect changes or new client information.
Collaboration:

Work closely with the sales team to ensure alignment on lead generation strategies and appointment scheduling.
Assist in following up on appointments, ensuring leads are properly nurtured until the meeting occurs.
Skills and Qualifications:

Communication Skills: Strong verbal and written communication skills for interacting with clients and prospects.
Organization: Ability to manage a calendar effectively, stay on top of scheduled appointments, and follow up consistently.
Tech Savvy: Proficient in using CRM systems, scheduling tools, and office software (e.g., Microsoft Office, Google Calendar).
Sales Understanding: A basic knowledge of sales processes, lead qualification, and sales metrics.
Attention to Detail: Ensuring accurate appointment scheduling and follow-ups.
Time Management: Efficient use of time to maximize outreach and set as many appointments as possible.
Experience & Education:

High school diploma or equivalent (a bachelor’s degree in business or related field is a plus).
Previous experience in customer service, sales, or appointment setting is preferred but not required.

To apply for this job email your details to rob@podhurstassociates.com