Appointment Setter

• Execute daily outreach across platforms such as LinkedIn, Instagram, Facebook, YouTube, email, and direct messaging channels to generate practitioner conversations and interview opportunities.
• Manage outreach follow-ups, scheduling, confirmations, and interview coordination to maintain a consistent interview pipeline.
• Drive growth of the free directory membership funnel and support the conversion of qualified practitioners into paid editorial memberships.
• Maintain accurate pipeline stages, outreach activity, follow-up schedules, and reporting within CRM systems.
• Support audience and platform growth initiatives across Instagram, Facebook, LinkedIn, YouTube, and email marketing channels.
• Track interviews and partnerships throughout the full content lifecycle, from scheduling through publication and promotional stages.
• Participate in video calls and professional outreach conversations with practitioners, practice managers, and executive assistants.

Appointment Setter, Outreach Specialist

• Manage all inbound leads and customer inquiries via phone, text, and CRM (Housecall Pro)
• Respond quickly to new inquiries and follow up with potential customers
• Schedule appointments and manage booking coordination
• Provide clear, friendly, and professional customer communication
• Convert inbound leads into booked services using consultative sales techniques
• Upsell recurring service plans (monthly, quarterly, biannual) and one-time cleanings
• Apply a quarterly-first sales approach with strategic downselling when appropriate
• Maintain accurate CRM records for all customer interactions and job details

Inbound Sales & Appointment Specialist

• Make high volume outbound calls daily throughout a full eight hour shift
• Verify and confirm contact information for approximately 200 companies per week
• Update and maintain accurate records inside internal systems and CRM platforms
• Follow structured scripts and verification workflows
• Ensure all contact data is validated before cases move to the Engagement team
• Maintain speed accuracy and consistency in repetitive task execution

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Appointment Setter, Outreach Specialist

Inbound Sales & Appointment Specialist

Appointment Setter