Appointment Setter

• Call, email, and message prospects from lead lists or inbound interest queues.
• Confirm prospect interest and availability before scheduling meetings.
• Qualify leads using basic criteria (industry, role, need, budget alignment).
• Schedule appointments between prospects and sales reps using tools like Calendly, HubSpot Meetings, or Google/Outlook calendars.
• Manage time zone differences and ensure accurate scheduling.
• Send meeting confirmations, reminders, and reschedule if needed.
• Log all activities in Salesforce, HubSpot, or Zoho CRM.
• Update lead statuses and notes with accurate details.
• Maintain clean, up-to-date records of appointments and outcomes.
• Work closely with SDRs/BDRs and Account Executives to align on target prospects.
• Provide detailed handoffs with context on prospect needs.
• Share feedback from calls and emails to refine outreach strategies.
• Track metrics such as calls made, emails sent, appointments set, and show rates.
• Identify bottlenecks (e.g., low show rates) and suggest improvements.

Appointment Setter

Virtual Receptionist – Appointment Setter

Appointment Setter