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Appointment Setter Skills and Qualifications:
Appointment Setter Education and Training
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