Remote Appointment Setter

Summary

Join HeadX as an Appointment Setter and play a crucial role in our sales process by reaching out to potential clients, qualifying prospects, and scheduling appointments for our Closer team.

Responsibilities

• Prospect Outreach: Initiate outbound calls, emails, or messages to potential clients
• Identify and qualify prospects based on predefined criteria
• Appointment Scheduling: Coordinate and schedule appointments for Closers using scheduling software or systems
• Ensure efficient management of appointments and optimal allocation of Closer resources
• Database Management: Maintain accurate and up-to-date records of prospect interactions and scheduled appointments
• Update and organize contact information within the company's CRM database
• Communication and Follow-up: Confirm appointments with clients and provide them with necessary pre-meeting information
• Follow up with prospects to ensure attendance at scheduled appointments and gather feedback post-appointment
• Product/Service Knowledge: Gain a solid understanding of HeadX's products or services to effectively communicate benefits to prospects
• Address basic inquiries and provide initial information about our offerings
• Collaboration with Closer Team: Work closely with the Closer team to coordinate appointments and align strategies
• Share relevant information with Closers to facilitate a seamless transition from appointment setting to closing
• Performance Reporting: Prepare and submit regular reports on appointment-setting activities, outcomes, and metrics
• Discuss results and strategies with supervisors to identify areas for improvement
• Adherence to Policies and Guidelines: Comply with all company policies, procedures, and ethical standards in all interactions
• Maintain confidentiality and handle sensitive information with discretion
• Customer Service Orientation: Demonstrate a customer-centric approach, ensuring a positive and professional experience for all prospects
• Continuous Improvement: Seek opportunities for improvement in appointment-setting techniques and processes
• Participate in ongoing training and development initiatives