Appointment Setter

• Represent Clark Energies and support new client onboarding
• Contact company-provided leads to schedule qualified appointments
• Manage inbound calls and convert prospects into appointments
• Schedule, reschedule, and verify appointments
• Maintain clear communication with consultants and clients
• Participate in company communication channels
• Collect client reviews and referrals
• Ensure appointment accuracy and adherence to company standards
• Provide homeowners with introductory education on the benefits of renewable energy

• Accurately schedules appointments
• Enters data into computerized appointment system
• Answers phones and directs calls as needed
• Ensures accurate patient information is entered into computer
• Routes printed information to designated department
• Creates ad-hoc appointments, check in & check-out
• Updates patient records and appointments
• Receives, assesses and routes telephone calls

Appointment Coordinator

• Convert Leads into Loyal Customers: Engage with prospects to turn them into satisfied, repeat customers.
• Respond to Inquiries: Answer incoming calls and handle customer inquiries promptly and professionally.
• Follow Up with Customers: Make outbound calls to follow up on leads, confirm sales appointments, and maintain customer engagement.
• Provide Excellent Customer Service: Assist customers via phone, text, and email, and accurately record their information in our systems.
• Update Customer Data: Track and update customer information throughout the sales funnel to ensure accurate and effective management.

• Proactively contact leads via phone, text, and email to set consultations and appointments
• Conduct outbound outreach to local businesses, schools, and community organizations
• Respond quickly to inbound inquiries from digital ads and marketing campaigns
• Follow up with prospects consistently to keep appointments scheduled and attended
• Build rapport with parents, athletes, and adult clients to understand their goals
• Schedule and coordinate in-person sales consultations with the coaching team
• Track activity and follow-ups accurately in the CRM
• Represent D1 Training professionally within the local community

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Appointment Setter

Appointment Coordinator

Appointment Coordinator

Sales Appointment Coordinator – Fitness