Appointment Setter – Patient Scheduling, Lead Coordination

📋 Description

• Handle incoming leads through various communication channels including phone, email, and text.

• Organize appointment scheduling and follow-up workflows for leads.

• Establish rapport with leads while ensuring professional communication.

• Focus on rapid response times to enhance appointment conversion rates.

• Address inquiries and provide precise information to prospective clients.

• Ensure timely and consistent communication with leads.

• Reach out to past or inactive leads during periods of downtime.

• Revitalize interest among prospects and encourage engagement.

• Keep accurate records and updates in the CRM system.

• Oversee leads and appointment activities within CRM platforms.

• Accurately update lead records and communication notes.

• Support general administrative tasks associated with lead management.

⛳️ Requirements

• Excellent verbal and written communication skills in English.

• Clear speaking voice with a minimal accent preferred for telephone communication.

• Prior experience in appointment setting, lead generation, customer service, or sales support.

• Comfortable managing a high volume of calls and lead interactions.

• Strong interpersonal skills and the ability to build relationships.

• Capable of responding quickly and professionally to inquiries.

• Organized, detail-oriented, and possesses strong follow-through abilities.

• Self-driven and able to work independently in a remote setting.

• Willingness to learn and adapt to new systems and workflows.

• Experience with Go High Level (GHL) CRM is preferred.

• Familiarity with CRM systems like ACT or similar lead management tools is desirable.

• Background in appointment setting, inside sales, or lead nurturing environments is preferred.

• Experience in fast-paced, phone-intensive roles is advantageous.

• Strong communication and active listening skills are preferred.

• Professional and confident phone demeanor is preferred.

• Proactive and responsive approach is preferred.

• Goal-oriented and organized mindset is preferred.

• Positive attitude and strong work ethic are preferred.

• Reliable and consistent performance is preferred.

• Must be proficient in clear spoken and written English.

• Relevant work experience is required.

• Must be able to provide an NBI clearance and/or Local Police Clearance background check prior to onboarding [mandatory].

• Availability for video meetings with the camera on (when required) is necessary.

🏝️ Benefits

• Dedicated HR & Contractor Support Team: Enjoy world-class assistance for inquiries, guidance, contract matters, and client communication.

• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.

• Top 1% VA Performance Training: Gain access to exclusive training on communication, client management, productivity systems, and best practices to elevate your performance as a VA and enhance long-term client retention.

• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off based on the client’s needs and schedule.

• Client-Approved Paid or Unpaid Time Off: Time off may be granted at the discretion of your client, with paid time off being optional and contingent on the client's offerings.

• Access to Tools & Resources: Utilize templates, workflow guides, productivity tools, and client-specific SOP support to optimize your performance.

• Optional Performance-Based Incentives: Some clients may provide bonuses, incentives, or increased hours based on your performance.