As a Appointment and Meeting Setter, you will play a key role in our client acquisition strategy. You’ll be responsible for reaching out to leads, initiating contact, qualifying interest, and scheduling discovery calls or consultations for our team. You should be comfortable with phone, email, and CRM tools, and love connecting with people in a professional and supportive way.
Contact leads via phone, email, text, or DM (as applicable) to introduce To Do Ta Done LLC’s services
Qualify prospects by understanding their needs and determining fit
Schedule appointments for consultations, discovery calls, or strategy sessions
Maintain accurate records of conversations and appointment statuses in the CRM
Follow up with leads who haven’t responded or need additional information
Collaborate with the sales and operations teams to align outreach strategies
Track metrics (calls made, appointments booked, conversion rates) and report weekly
Maintain a positive and professional tone in all interactions
Stay up to date on our services, ideal client profiles, and appointment-setting best practices
Proven experience as an appointment setter, telemarketer, customer service rep, or similar role
Excellent communication and interpersonal skills (verbal and written)
Strong organizational and time management skills
Familiarity with CRM platforms and appointment scheduling tools (e.g., Calendly, HubSpot, Pipedrive)
Self-motivated and results-driven, with the ability to work independently
Tech-savvy with a reliable internet connection and home office setup
Friendly, approachable, and professional demeanor
Bonus: experience working with service-based or coaching businesses
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