Send outbound text messages to warm homeowner leads using approved scripts
Call homeowners as soon as they respond to secure and confirm appointments
Confirm key appointment details such as homeowner identity, availability, address, and preferred schedule
Ask a few basic qualification questions, including whether the customer has a battery and the amount of their most recent electricity bill
Keep conversations simple, clear, and focused on scheduling
Escalate technical questions or unusual concerns to the appropriate point of contact
Accurately log activity, appointment outcomes, and customer details in the tracker
Meet daily outreach and appointment setting targets while maintaining quality and consistency
Follow the approved script closely and apply feedback during training and calibration sessions

Strong verbal English communication skills
Comfortable handling phone based and text-based customer interactions
Able to follow scripts, instructions, and process guidelines consistently
High level of responsiveness, discipline, and reliability during working hours
Comfortable asking basic questions and confirming appointment details accurately
Good listening skills and the ability to keep conversations on track
Basic computer skills and comfort using spreadsheets, dialers, messaging tools, or CRM platforms
Able to work an overnight or Eastern Time aligned schedule depending on location

Appointment Setter

Key skills