Appointment Setter – Part-Time

📋 Description

• Respond to incoming calls from both potential and existing customers in a courteous and professional manner.

• Collect essential details regarding the customer's project, including timeline, budget, and specific needs.

• Assess leads based on the company's service offerings and project compatibility.

• Arrange appointments, consultations, or follow-up calls for the internal team.

• Maintain and update opportunities within the company's tracking system or CRM.

• Follow up with leads as necessary to verify details, appointments, or subsequent steps.

• Offer basic information about services and assist customers during the initial inquiry phase.

• Recognize light upselling opportunities when customers may benefit from additional services.

• Keep precise notes on customer interactions, project specifics, and follow-up obligations.

• Collaborate with the internal team to ensure a smooth transition of qualified leads.

⛳️ Requirements

• Prior experience as an Appointment Setter, Customer Service Representative, Sales Support Specialist, or in a similar capacity.

• Excellent verbal communication skills and confidence in managing inbound calls.

• Experience in qualifying leads and posing discovery questions.

• Proficient in scheduling appointments and handling follow-ups.

• Highly organized and detail-oriented when it comes to tracking customer information and opportunities.

• Capable of communicating in a warm, professional, and clear manner with homeowners or potential clients.

• Comfortable with light upselling and identifying customer needs.

• Familiarity with CRM tools, scheduling applications, spreadsheets, or comparable systems is preferred.

• Ability to work independently while adhering to established processes.

• Previous experience in home improvement, construction, renovation, real estate, or service-oriented businesses is a plus, though not mandatory.

🏝️ Benefits

• Opportunities for growth and advancement.