Hiring an appointment setter

Dear Applicant,

Thank you so much for your interest in this position.

Appointment Setter Skills and Qualifications:

• Sales Skills – Since appointment setters are often the first point of contact between a client and a company, they have basic knowledge of sales principles. They also know how to garner interest in the product or service that the company is selling


• Customer Service Experience – Appointment setters have previous customer service experience, preferably in a call center environment. However, any kind of real estate customer service is usually helpful for this position


• Data Entry Skills – Successful appointment setters are skilled data entry employees who can type at fast speeds with high accuracy


• Interpersonal Communication Skills – These professionals talk to clients all day through both phone calls and emails. As such, they are excellent with interpersonal communication skills in both verbal and written forms


• Organization Skills – They also need to work with the schedules of multiple salespeople. As such, they are highly organized employees and always know what’s going on with each salesperson

Appointment Setter Education and Training

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  There are no minimum education requirements to become an appointment setter, however, most employers tend to hire candidates with at least a high school diploma or GED. For the most part, appointment setters receive on-the-job training to learn about the product or service the company sells. They may also receive training on how to use the phones and lead management software.

  
  

Appointment Setter Duties and Responsibilities

1) Place Outbound Calls

Appointment setters receive lists of potential clients from the sales team, and they are responsible for cold calling these prospects. They use these calls to determine the overall interest of prospective clients and eliminate clients who aren’t interested.

2) Keep Accurate Records

When appointment setters contact prospective clients and talk to them about products or services, they keep accurate records of each conversation. They also indicate in these records whether the person is interested or not.

Lead Management Software: MOJO Sells