Appointment Setter
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Job Description
Appointment Setter role focused on contacting homeowners about solar system assessments. Handling warm leads and scheduling in-person appointments while communicating clearly.
Responsibilities:
- 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
Requirements:
- 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
Benefits:
- Work from home (Philippines)
- Holidays: Following US Holidays
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