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Appointment Setter – Patient Scheduling, Lead Coordination
Winning Assistants LLC. Respond to incoming leads through phone, email, text, and other communication channels .
Tech Stack
Tools & technologiesGo
About the role
Key responsibilities & impact- Respond to incoming leads through phone, email, text, and other communication channels
- Schedule appointments and maintain organized lead follow-up workflows
- Build rapport with leads and maintain professional communication
- Prioritize quick response times to maximize appointment conversion
- Answer inquiries and provide accurate information to potential clients
- Maintain timely and consistent communication with leads
- Reach out to previous or inactive leads during downtime
- Re-engage prospects and encourage renewed interest
- Maintain accurate notes and updates within the CRM system
- Manage leads and appointment activity within CRM platforms
- Update lead records and communication notes accurately
- Assist with general administrative tasks related to lead management
Requirements
What you’ll need- Strong verbal and written English communication skills
- Clear speaking voice with a minimal accent preferred for phone-based communication
- Previous experience in appointment setting, lead generation, customer service, or sales support
- Comfortable handling a high volume of calls and lead interactions
- Strong interpersonal and relationship-building skills
- Ability to respond quickly and professionally to inquiries
- Organized and detail-oriented with strong follow-through
- Self-motivated and able to work independently in a remote environment
- Comfortable learning and adapting to new systems and workflows
- Experience using Go High Level (GHL) CRM preferred
- Familiarity with CRM systems such as ACT or similar lead management platforms preferred
- Background in appointment setting, inside sales, or lead nurturing environments preferred
- Experience working in fast-paced, phone-heavy roles preferred
- Excellent communication and active listening skills preferred
- Professional and confident phone presence preferred
- Proactive and responsive preferred
- Goal-oriented and organized preferred
- Positive attitude and strong work ethic preferred
- Reliable and consistent in performance preferred
- Must be proficient in speaking and writing English very clearly
- Must have relevant work experience
- Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
- Must be available for video meetings with your camera on (when needed)
Benefits
Comp & perks- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
- Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
- Top 1% VA Performance Training: Access to proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
- Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
- Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
- Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
- Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
appointment settinglead generationcustomer servicesales supportlead managementactive listeningcommunicationdetail-orientedself-motivatedgoal-oriented
Soft Skills
strong verbal communicationstrong written communicationinterpersonal skillsrelationship-buildingorganizedproactiveresponsivepositive attitudestrong work ethicprofessional phone presence
Certifications
NBI clearanceLocal Police Clearance