Conducting research to refine leads and performing outreach to schedule appointments for the sales team
Research potential leads to identify qualified prospects aligned with the target audience
Refine lead lists based on research to ensure effective outreach strategies
Conduct outreach through email, phone, and text to engage prospects and schedule appointments
Perform follow-up outreach to confirm appointments and maintain consistent engagement
Schedule and confirm appointments for the sales team, ensuring meetings are properly organized
Provide necessary details and reminders to both leads and the sales team prior to scheduled appointments
Maintain and update lead information in the CRM system to ensure accurate tracking of interactions
Manage calendar and follow-ups to ensure timely communication and organization

0–2 years of experience in appointment setting, customer outreach, or a related role
Excellent verbal and written communication skills in English
Strong organizational skills with the ability to manage multiple tasks and schedules effectively
Familiarity with lead generation concepts and the sales process
Ability to learn quickly and adapt to new systems and tools
Proactive, results-driven, and detail-oriented approach

Outbound Appointment Setter

Key skills