Offer summary

Qualifications:

Minimum of 1-2 years of experience in appointment setting, telesales, or customer service., Proficiency in using CRM software and call management systems, preferably 3CX., Strong verbal and written communication skills with a persuasive and results-driven approach., Ability to work independently, manage time effectively, and handle payments over the phone..

Key responsibilities:

Make daily outbound calls to new leads and follow up on inquiries.

Book appointments efficiently and confirm attendance the day before.

Secure payments over the phone during the booking process.

Accurately track and update lead information in spreadsheets and utilize scripts to enhance customer engagement.

Job description

This is a remote position.

Appointment Setter

Role Overview:

We are seeking a highly motivated and results-driven Appointment Setter to manage outbound calls, follow up with leads, and book appointments efficiently. This role is critical in ensuring the business achieves its goal of securing at least 8 appointments per week. The ideal candidate must be proactive in contacting potential clients daily, handling payments over the phone, and maintaining accurate records.

Success Metrics (KPIs):

Daily Calls: Make outbound calls to all new leads promptly.
Follow-Ups: Regular follow-ups with leads until a decision is made.
Appointment Booking Rate: Aim to secure at least 8 appointments per week.
Conversion Rate: Improve the conversion of leads into booked appointments, exceeding 1 per month minimum.
Payment Collection: Successfully take payments over the phone during the booking process.
Database Management: Ensure all leads are accurately logged into spreadsheets and scheduled in Wellness Living.
Pre-Appointment Confirmations: Call clients the day before their appointment to confirm attendance.
Effective Use of Scripts: Utilize landing pages, manuals, and FAQs to guide conversations and increase bookings.

Experience:

Proven track record in appointment setting, telesales, or cold calling.
Experience working with CRM systems and call management tools (3CX preferred).
Background in handling high-volume leads with successful conversion rates.
Experience in following structured scripts and handling objections professionally.
Previous experience in a customer service or sales support role is highly desirable.
Familiarity with booking and payment processing systems (Wellness Living experience is a plus).

ey Responsibilities:

Daily Outbound Calls: Contact new leads as soon as they enter the system.
Lead Follow-Ups: Proactively follow up on previous inquiries to maximize conversion.
Appointment Scheduling: Book appointments efficiently while ensuring smooth customer interactions.
Payment Processing: Secure payments over the phone during booking.
Pre-Appointment Confirmation Calls: Reach out to customers the day before their appointment to confirm attendance.
Lead Management: Accurately track and update lead information in spreadsheets.
Utilization of Scripts & FAQs: Use company-provided landing pages, scripts, and manuals to enhance customer engagement.
Continuous Performance Monitoring: Track progress and make adjustments to improve booking rates.
Customer Engagement & Objection Handling: Professionally handle inquiries and objections to ensure a high conversion rate.

Skills and Personal Attributes:

Excellent Communication: Strong verbal and written communication skills.
Persuasive & Results-Driven: Ability to influence potential clients and secure bookings.
Organized & Detail-Oriented: Efficiently manage multiple leads and track progress.
Resilient & Self-Motivated: Ability to handle rejection and persistently follow up.
Tech-Savvy: Comfortable using CRM systems, spreadsheets, and phone systems like 3CX.
Customer-Focused: Ability to create a positive experience for potential clients.
Adaptable & Quick Learner: Understand the business’s offer and scripts quickly.

Requirements and Qualifications:

Minimum of 1-2 years of experience in appointment setting, telesales, or customer service.
Experience with high-volume calling and follow-ups.
Proficiency in using CRM software and call management systems.
Familiarity with 3CX phone systems or similar VoIP solutions.
Ability to work independently and take initiative.
Experience handling payments over the phone is a plus.
Strong time management skills to maximize productivity within assigned hours.