Appointment Setter

Category: Customer Service and Support Roles

A photo of an Appointment Setter on Beepo working hard.

Appointment Setter Job Responsibilities
Appointment setters perform the administrative role. They are constantly engaged to support the sales function of a business which includes contacting the cold or warm sales that is geared for the purpose of making first contact with prospective customers or clients. Part of their job is to also function as telemarketers but not actually closing a sale over the phone.

Appointment Setter Job Duties

  • Incoming Calls – this includes taking incoming calls from prospective clients or customers and they are setting appointments for a sales representative to meet with each individual
  • Outgoing Calls – making outgoing calls are being done by most appointment setters by way of lists made by people who express interest through websites, e – mail, or direct mail coupons or through automated dialing systems
  • Data Entry – Encoding or entry of data is an additional duty of an appointment setter as he or she lists any appointments he or she has made throughout the day
  • Call a predetermined contact number of prospective clients and introduce them to the products or services being offered by the company. Their main objective is to set up a meeting or call between the potential customer and a member of the sales representatives

Appointment Setter Skills and Qualifications

  • Possess excellent communication and interpersonal skills since they are working mainly over the phone as the first contact of clients
  • Pleasant and professional working ethics
  • Attentive to detail
  • Highly organized and process oriented
  • Moreover, aspirants should conform to the standards of technical proficiency as numerous organizations employ compute – based scheduling software
  • Sales experience is preferred
  • High school or college graduate