Appointment Setter (GH - 04232025 - PTAS)

Position: Appointment Setter
Number of hours: 20 hours/week
Schedule: 10:00 am to 2:00 pm CST

Tasks required:

• Set 1015 qualified appointments per month with decision-makers

• Work leads using tools like ZoomInfo, Lusha, Seamless.ai, Apollo, and YellowPages

• Enroll prospects into custom sequences via HubSpot or basic CRM tools

• Send personalized emails, texts, and Loom video recordings to drive engagement

• Maintain up-to-date records and follow-ups in the CRM, ensuring leads are in the correct stage of the pipeline

• Scrub, qualify, and segment contact lists based on buyer persona and campaign needs

• Conduct basic research on prospects and companies before outreach

• Track outreach metrics and report performance regularly

• Follow up with no-shows and reschedule appointments when needed

• Identify and suggest potential improvements in outreach strategies

• Ensure timely response to inbound leads during working hours

• Coordinate with internal team members to ensure proper handoff of qualified leads

• Stay aligned with campaign goals, offers, and buyer persona details

• Reference yourself as “EA” (Executive Assistant) when needed in communication
  (Optional) Handle or route incoming calls using IMAX phone system or RingCentral

• Perform other administrative tasks as assigned to support the team and sales process

Requirements:

• Experience in appointment setting, sales support, or similar roles

• Familiarity with HubSpot, IMAX Digital, or similar CRM systems

• Knowledge of contact sourcing platforms: Apollo, ZoomInfo, Seamless.ai, Lusha

• Comfortable doing Loom recordings and sending personalized outreach

• Experience working with blue-collar industries or similar (roofing, HVAC, restoration)

• Understanding of buyer personas and sales funnels

• Familiarity with Mergers & Acquisitions or roofing industry is a strong plus

• Highly organized, self-motivated, and detail-oriented

• Strong written and verbal communication skills in English