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01-Appointment Setter Job Description & Overview

The document provides information for an appointment setter role, including compensation options, job posting details, hiring criteria, position overview, targets and benchmarks, lead qualification process, outreach process, call scripts, and important login details. The role involves calling leads to schedule sales appointments, with goals of 30 calls, 5 appointments booked per week, and tracking activities in the ConversionAmp and HighLevel software systems. Qualification of leads and outreach to a "Dream 100" list are also outlined.

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263 views11 pages

01-Appointment Setter Job Description & Overview

The document provides information for an appointment setter role, including compensation options, job posting details, hiring criteria, position overview, targets and benchmarks, lead qualification process, outreach process, call scripts, and important login details. The role involves calling leads to schedule sales appointments, with goals of 30 calls, 5 appointments booked per week, and tracking activities in the ConversionAmp and HighLevel software systems. Qualification of leads and outreach to a "Dream 100" list are also outlined.

Uploaded by

pradeep ti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Appointment Setter

COMPENSATION
● RepStack - You can hire this role directly with RepStack who has VAs trained in these
types of positions. https://www.sevenfigureagency.com/va-service (Around $820 per bi-
weekly for a full time team member)
● Upwork - You can find a bunch of solid US Based people on UpWork for $20-$25 per hr.
Seems high but with this I think you get what you pay for.

Optional you could also offer some type of incentive pay:

● $10-$20 per booked apt that shows up


○ $10 X 20 Apts booked is a $200 bonus
○ If they hit that target it should be well with the extra bonus
● $25 - $100 per deal that closes which they set
○ 5 deals at $50 = $250

JOB POSTING
We have a list of top prospects and inbound leads. Looking for an appointment setter to call these
leads to schedule appointments for our sales team.

MUST be fluent in English and have some sales experience.


Sample Post - > https://www.upwork.com/jobs/~01157a9e383ece742f

**** Or Reach out to RepStack & they will place candidates for you. RepStack -
https://www.sevenfigureagency.com/va-service
Key Hiring Criteria:
Kolbe - Quick Start + Follow Through
POSITION OVERVIEW
Appointment Setter -Position Overview — Watch Video

The appointment setter is responsible for proactively setting sales appointments for director of
business development. This is done by following up with inbound leads & reaching out to our
dream 100 list by calling, emailing, texting & social messaging.

● All calls should be initiated via our software (ConversionAmp) so there is an accurate log
of activity & calls are recorded
● Each call / message should have an outcome noted in our software (HighLevel)
● Scheduled appointments will be set using this link -
https://www.plumberseo.net/calendar
TARGETS & BENCHMARKS
● Calls / Connections -
○ 30 per day
○ 150 per week
○ 600 per month
● Appointments Booked
○ 5 Per week
○ 20 Per month

Onboarding / Orientation process (63 minutes)

https://cliclocal.wistia.com/medias/uz7r9w3rtt
Inbound Lead Follow Up
LEAD PRE-SCREENING PROCESS
When a lead comes into the system (either via opt-in or call in) we need to make sure that they
are in an open market & / or a good potential fit for our services. Below is a list of steps to
properly qualify an opportunity before booking a strategy session.

❏ Review their website to ensure they are actually a Plumbing, HVAC or Electrical
prospect. If not, don't pursue.
❏ Try to see if they look like a solid operation (on the surface) decent website, any team
photos, etc.
❏ Make sure the prospect is in an open market.
To check if they are in an open market first look at https://www.google.com/maps/d
If you’ve reviewed the list but are still unsure...shot
❏ If in a closed market just move the lead to lost & don’t book

This video walks you through how to handle opt-in opportunities as they flow into the pipeline -
Handling Opted In Leads — Watch Video
If Qualified
Move them to qualified in the pipeline

If not qualified
Just delete the opportunity
Dream 100 Outreach
Process Flow
● Pull up the necessary list in HighLevel (Dream 100, Nextar Members, Etc)
● Call and attempt to reach owner if not…
○ Leave a message on VM or with Receptionist
● Send a follow up email
● Send a follow up sms (if we have the cell number)
● Look the person up on Facebook
○ Send a Friend Request & Personal Message
● Look the person up on LinkedIn
○ Send a connection request & personal message

Call Script
May I please speak with “Name”?

Owner
Hey Tom...this is Jeff with Plumbing & HVAC SEO. How are you doing today?

Josh Nelson asked me to reach out. We are fellow members of XZY ASSOCIATION and felt like
you guys would be a great fit for our services. Are you familiar with our work?

Yes - Ok great. Josh wanted to see if we could schedule a quick call to discuss how we
could potentially work together…

No - Ok not a problem. We specialize in helping Plumbing & HVAC contractors increase


their sales by getting their internet marketing right. We work with a number of the top
contractors in the “Association”. Josh wanted me to see if we could schedule a quick call
to discuss how we could help you generate better results online.
Screened out / He’s not available
Ok not a problem. This is Jeff with Plumbing & HVAC SEO. We are fellow members of “XYZ
ASSOCIATION” and Josh Nelson asked me to reach out. We wanted to send Tom a copy of our
new book and needed to confirm the address.

The address we have on file is 1010 W Broad St. Is that the best address to receive mail?

VM
Hey Tom...this is Jeff with Plumbing & HVAC SEO. I hope you're having a great day. We are
fellow members of “ASSOCIATION” and Josh Nelson asked me to reach out to see if we could
coordinate a quick call. We specialize in helping Plumbing & HVAC contractors increase their
sales by getting their Internet Marketing Right and identified you guys as a great fit for our
services.

Give me a call back at 866-610-4647...

Pending items:
❏ Get setup on Slack
❏ Get setup on eMail / gMail
❏ Show Jeff how to send using the “left VM” template
❏ Decide where call backs should ring to?
❏ Jeffs personal cell or some other number
Important Logins / Resources
Hours 9AM - 1PM

Your direct dial number (in & out) on ConversionAMP is

ConversionAMP Software
app.conversionamp.com
U:
P:

Ring Central
U:
P:
This is the RC n

Slack
U:
P:

Gmail
U:
P:

Facebook
U:
P:
LinkedIn:
U:
P:

Dream 100 list with contact details -

Dream 100 outreach campaign (this is what they are getting via email / mail)
- eMail -

Next Steps
❏ Setup secondary Gmail Login
❏ Setup Slack - www.Slack.com
❏ Log into ConversionAMP and look around
❏ Start cleaning up the Sales Pipeline & reaching out to inbound leads
❏ Login to Josh’s Facebook & Linkedin to get past security hurdles

❏ Go through his training video at some point this week - https://www.plumberseo.net/dvd-


training-video

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