Appointment Setter

• Call leads daily using Close.io dialer (or similar calling software)
• Engage prospects in a polite, friendly, respectful, and welcoming manner.
• Clearly introduce MacroActive and guide conversations naturally and confidently.
• Identify prospects who are open to discussing their business goals and online growth opportunities.
• Use Gong (or similar call-recording software) for call recording, coaching, and performance tracking.
• Secure 45-minute appointments for the sales team.
• Match each prospect with an available Sales Team calendar slot.
• Confirm appointments and ensure prospects know who they’ll be speaking with and why.
• Send reminders and follow-up messages on the day of the call.
• Follow up with engaged but unbooked prospects. Conduct outbound calls to re-engage warm leads from the 40,000-contact database and secure appointments.
• Log all calls, notes, outcomes, and appointment details in HubSpot (or other CRM tools).
• Reschedule no-shows or cancellations as required.
• Maintain accurate daily records and call disposition tracking.
• Keep the Sales Team calendar consistently filled with high-quality appointments.
• Collaborate closely with teammates and communicate updates effectively.
• Represent the company with professionalism, positivity, and warmth.
• Identify low-quality leads and redirect them to www.VIP.coach when appropriate.
• Participate in coaching sessions based on call reviews from Gong.

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