The Appointment Setter is responsible for contacting potential clients to schedule meetings with sales representatives. This role is crucial in driving the sales process by ensuring that leads are effectively converted into appointments, contributing to overall business growth.
- Contact potential clients via phone or email to set up appointments.
- Maintain and update client databases with accurate information.
- Coordinate schedules between clients and sales representatives.
- Follow up on leads generated by marketing campaigns.
- Provide excellent customer service during all interactions.
- Track appointment outcomes and report on conversion rates.
- Excellent communication and interpersonal skills.
- Strong organizational abilities for managing schedules and databases.
- Proficient in CRM software like Salesforce or HubSpot.
- Ability to work independently and as part of a team.
The performance of an Appointment Setter is evaluated based on the number of successful appointments scheduled, conversion rates from calls to meetings, and maintaining high levels of client satisfaction through effective communication strategies.
Appointments Scheduled
Number of successful meetings arranged per month.
Conversion Rate
Percentage of calls leading to confirmed appointments.
Client Satisfaction
Feedback scores from client interactions
Reports to
Sales Manager
Collaborates with
Sales Team, Marketing Department
Leads
- Salesforce
- HubSpot CRM
High school diploma or equivalent; experience in telemarketing or customer service preferred.
