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APPOINTMENT SETTER

Role overview

Summary

The Appointment Setter role is focused on converting inbound leads into qualified appointments for installation companies in the renewable energy sector. You will support the delivery of leads generated through marketing campaigns and manage CRM data to track lead progression and performance.

Qualifications

  • Experience in appointment setting, telesales, or a similar telephone-based role.
  • Confident and professional communication skills.
  • Strong organisational skills and attention to detail.
  • Ability to manage multiple pipelines and prioritise workloads effectively.
  • Comfortable working within a performance-driven environment.

Responsibilities

  • Contact inbound leads promptly via telephone, SMS, and email.
  • Qualify homeowners against predefined criteria, including property type, ownership, suitability, and intent.
  • Book qualified appointments directly into client calendars.
  • Manage and maintain CRM systems across multiple client accounts.

Key facts

Hard skills

Other skills

  • Communication
  • Organizational Skills
  • Detail Oriented

About the company

Legends EOR logo

Legends EOR

  • Staffing & Recruiting
  • SME
  • 51–200
Legends EOR helps global businesses build and manage teams in South Africa without setting up a local entity. We provide a complete Employer of Record service covering recruitment, employment, payroll, HR, IT equipment, IT support and office space where required. Your employees work directly within your business. We handle the local employment infrastructure behind them, from a first hire to an entire South African team. Our Cape Town team is on the ground throughout the employee lifecycle, giving you direct access to skilled, English-speaking talent and local support you can actually reach.

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Job description

APPOINTMENT SETTER

Join a UK-based marketing and lead generation agency specialising in renewable energy, converting inbound enquiries into qualified appointments for installation companies across the UK.

Remote (South Africa) | Monday – Friday | 9:00 AM – 5:30 PM UK Time, with one 11:00 AM – 7:00 PM UK shift per week | R19,500 per month + Performance-Based Tiered Bonus Structure

ABOUT OUR CLIENT

Our client is a UK-based marketing and lead generation agency specialising in the renewable energy sector, including Solar PV, Battery Storage, Air Source Heat Pumps, EV Charging, and Air Conditioning.

The agency partners with installation companies across the UK to generate high-quality inbound enquiries and support clients in converting these opportunities into booked appointments, quotes, and revenue.

THE ROLE: APPOINTMENT SETTER

Our client is seeking an Appointment Setter to support the delivery and conversion of inbound leads generated through marketing campaigns.

The role involves contacting prospective homeowners, qualifying their requirements, and booking appointments directly into client calendars. You will also manage CRM data across multiple client accounts, track lead progression, and provide regular performance updates to internal teams and clients.

Working at the intersection of marketing and sales, you will help ensure that lead generation activity translates into qualified appointments and sales pipeline opportunities.

KEY RESPONSIBILITIES

  • Contact inbound leads promptly via telephone, SMS, and email.

  • Qualify homeowners against predefined criteria, including property type, ownership, suitability, and intent.

  • Book qualified appointments directly into client calendars.

  • Follow up consistently with unresponsive or undecided leads.

  • Manage and maintain CRM systems across multiple client accounts.

  • Accurately log all communication, interactions, and activity within the CRM.

  • Monitor lead status and track pipeline progression.

  • Provide regular updates on lead quality, appointment booking performance, and emerging trends.

  • Collaborate with internal teams to improve lead handling processes and conversion rates.

PERFORMANCE METRICS

Performance will be measured against:

  • Speed to lead and response times.

  • Contact rates and engagement levels.

  • Appointment booking rates.

  • Appointment attendance rates and qualification quality.

  • CRM accuracy and data completeness.

  • Lead-to-appointment conversion quality.

ABOUT YOU

Essential Requirements

  • Experience in appointment setting, telesales, or a similar telephone-based role.

  • Confident and professional communication skills.

  • Strong organisational skills and attention to detail.

  • Ability to manage multiple pipelines and prioritise workloads effectively.

  • Comfortable working within a performance-driven environment.

Desirable Requirements

  • Experience within Solar, Renewable Energy, Home Improvements, or Utilities.

  • Familiarity with CRM platforms such as GoHighLevel, HubSpot, or Salesforce.

  • Understanding of sales processes and lead qualification frameworks.

  • Experience handling high volumes of inbound leads.

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