Appointment Setter

• Conduct outbound calls to homeowners and businesses to schedule roof inspection appointments.

• Clearly communicate the benefits and features of Roof Plug services to potential customers.

• Qualify leads to ensure appointments meet company standards and sales requirements.

• Maintain an organized and accurate database of leads, appointments, and follow-ups using CRM tools.

• Collaborate with the sales team to improve appointment quality and conversion rates.

• Provide excellent customer service by answering questions and addressing concerns professionally.

• Meet or exceed daily, weekly, and monthly performance targets for calls, appointments, and lead quality.

• Follow established scripts, compliance standards, and company guidelines during outreach.

• Conduct outbound calls to homeowners and businesses to schedule roof inspection appointments.

• Clearly communicate the benefits and features of Roof Plug services to potential customers.

• Qualify leads to ensure appointments meet company standards and sales requirements.

• Maintain an organized and accurate database of leads, appointments, and follow-ups using CRM tools.

• Collaborate with the sales team to improve appointment quality and conversion rates.

• Provide excellent customer service by answering questions and addressing concerns professionally.

• Meet or exceed daily, weekly, and monthly performance targets for calls, appointments, and lead quality.

• Follow established scripts, compliance standards, and company guidelines during outreach.

• At least 1 year experience as an appointment setter, telemarketing, inside sales, or similar role preferred.

• Excellent verbal and written communication; strong listening skills.

• Comfortable with high-volume outbound calling and fast-paced environments.

• Proficient with CRM software (e.g., Salesforce, HubSpot) and sales tools; familiarity with dialer and email automation is a plus.

• Ability to qualify leads accurately and manage multiple tasks simultaneously.

• Goal-oriented with a track record of meeting or exceeding targets.

• Strong organizational, time-management, and data-entry skills.

• Proficient in MS Office or Google Workspace.

Splace BPO