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Aug 02
Understanding the Role of Appointment Setters An In-Depth Guide

Understanding the Role of Appointment Setters: An In-Depth Guide

Keeping track of meetings and qualifying appointments can be daunting. This is even more challenging if you’re juggling multiple tasks as your business grows.

Hence, many entrepreneurs delegate non-core functions like appointment setting to experienced and skilled professionals. They schedule meetings and set up calendars, allowing you to focus on other important matters.

In this article, we will provide a detailed guide on what an appointment setter is, how they can make your life just a little bit easier, and how they can potentially increase your bottom line.

Appointment Setter Job Description: What is an Appointment Setter?

An appointment setter is typically a professional who remotely handles appointments on behalf of a company or individual. Appointment setter responsibilities include:

  • Reaching out to potential clients through phone calls and emails;

  • Arranging appointments with existing customers;

  • Coordinating appointments to match everyone’s availability; and

  • Sharing the meeting’s purpose in advance.

What is an Appointment Setter

The most experienced appointment setters typically have good communicable skills, persuasive demeanors, and strong organisational abilities. As such, they can enhance your company’s customer service and maximise sales impact further.

Key Skills for Appointment Setters: What Does An Appointment Setter Do?

A good appointment setter takes over the grunt work of managing a busy schedule and making sure their clients don’t miss any important commitments. To make this happen, they rely on certain skills like:

Communication Skills

Appointment setters secure meetings by directly communicating with potential clients.

They need to be articulate and persuasive, requiring both a deep understanding of the product and active listening skills to convince a prospect about why the company’s product or service is the solution to their problem/s.

Moreover, an effective appointment setter knows how to tailor messages depending on the audience.

For example, when reaching out to a high-level executive, they’re likely to be more formal while cutting to the chase when highlighting strategic benefits. In contrast, they might deploy a more casual and conversational approach when dealing with potential customers.

Organisational Skills

Appointment setters oversee a detailed calendar of appointments to schedule meetings efficiently and to prevent conflicts.

Good organisational skills help them stay on top of everything so their clients don’t miss important appointments.

Additionally, strong organisational skills empower appointment setters to meet deadlines, maintain productivity, and provide quality service consistently.

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Persistence and Patience

Handling rejections is par for the course, as not every prospect will express interest or agree to a meeting.

A persistent appointment setter, however, sees rejections as opportunities to improve their approach. They also exercise great patience, especially when dealing with prospective or new clients who take time (and strategic follow-ups) to cultivate.

Tech-Savviness

The most effective appointment setters are adept at using Customer Relationship Management (CRM) software and scheduling tools.

A tech-savvy appointment setter saves time and resources by using technology to

  • Connect with a wider audience,

  • Nurture leads through automated workflows, and

  • Track engagement metrics to refine their approach over time.

This ability to use software and tools enhances productivity, improves client relations, and ultimately, increases appointment conversion rates.

The Importance of Appointment Setting

An appointment setter is an indispensable part of a growing business. They ensure a steady stream of potential clients and opportunities through:

Improved Efficiency

An appointment setter streamlines lead management and client engagement by handling the initial outreach to potential clients. This allows the sales team to focus on converting qualified leads rather than administrative tasks involved in the process.

Improved Efficiency

For instance, an appointment setter can identify and contact potential clients on your company’s behalf. After gathering information about the client’s needs, they pass these on to the sales team, allowing them to tailor their presentation and address the client’s specific concerns.

This organised approach saves time, reduces administrative burdens, and maximizes client interactions.

Enhanced Client Relations

Appointment setters are your front line when building positive client relationships. Thus, they need to make a good first impression and show genuine interest in the client’s needs.

How?

First, they contact a prospect who has shown interest in the product or service. The setter then takes time to understand their needs and pain points, before scheduling a meeting at the client’s preferred time.

During the meeting, the appointment setter should provide a personalised pitch based on the client’s initial information. They then supplement this with consistent follow-ups and the timely scheduling of appointments to make their clients feel valued.

Time Management

Delegating appointment-setting tasks to skilled professionals helps business owners focus on other core business functions.

If you’re running a real estate agency, for instance, an appointment setter can schedule meetings with potential buyers for you. They also keep your agents’ calendars organised so that they don’t overlap.

Furthermore, they use scheduling software to automate reminders and confirmations. This saves time and helps maintain a smooth workflow for the entire business.

In short, appointment setters keep everyone organised to put everyone’s time, energy, and talents to optimal use.. This allows sales agents and business owners to focus on improving their products and services or building better client relationships – instead of going back and forth over their schedules themselves.

Increased Conversion Rates

Appointment setters use a structured approach to make each potential client feel like they’re getting attentive service while moving them smoothly through the sales funnel.

More importantly, they proactively follow up with prospects whom they weren’t able to close right away. This helps convert more leads since studies show that customers tend to say NO four times before saying YES.

This strategic engagement is more successful at turning initial rejections into successful conversions, leading to higher sales and improved business growth.

Pipeline Management

Done right, steady appointment setting provides a steady flow of qualified leads. A good setter fills the sales pipeline with prospects who have expressed their interest in your products or services.

Strategic appointment setting also involves segmenting leads based on their readiness to buy. This helps the sales team prioritise and focus on leads who are most likely to convert into sales.

Pipeline Management

In other words, appointment setters follow a systematic approach that drives lead generation, optimises resource allocation, and maintains consistent engagement with potential clients.

Appointment Setting in the Australian Context

Small businesses make up a large part of Australia’s economy. They’re 97% of the 2.6 million registered businesses.

Many of these businesses rely on appointment setters for the efficient scheduling of meetings, consultations, reservations, and service appointments. These professionals often have the experience and expertise to offer personalised attention to customers, regardless of the industry they serve.

In addition, appointment setting Down Under is often subject to the following considerations:

Cultural Nuances

Appointment setters must have a keen understanding of cultural nuances for successful interactions. Australians, for example, value clarity and directness. They also appreciate punctuality.

Thus, appointment setters for AU businesses should ideally be straightforward and transparent about the meeting’s purpose – and start the meeting on time. They’re prompt about sending email agendas with agreed-upon times, but are open to client rescheduling.

Regulatory Environment

Australia requires strict compliance with privacy laws. Businesses must obtain consent before collecting personal data from clients and customers. There are even Australian regulations in place to prohibit unsolicited messages.

Fortunately, professional appointment setters know their way around AU’s complex regulatory environments. Many have different ways of securing consent before collecting personal information, and informing prospects about opt-out options as required by AU laws.

Time Zones

Managing appointments across Australia’s three main time zones requires careful planning. To handle this, appointment setters use scheduling software that automatically adjusts to the recipients’ locations.

They also send confirmation emails with the appointment times within the customer’s time zone. This helps avoid misunderstandings and most importantly, prevents missed appointments.

In-House vs Remote Appointment Setters: Cost Snapshot

In-house may look simple until you tally everything behind the salary. You’re funding the setup: hiring time, training, office space, tools, and ongoing management. Remote strips it back to the essentials.

Monthly comparison (AU-facing business):

Employment Type
Base Salary (Monthly)
Total Actual Cost (AUD)
In-house
$4,000 – $6,000
~$5,000 – $8,000+ (Incl. super, office, tools)
Remote
$1,200 – $2,500
~$1,200 – $2,500 (Minimal overhead)

In-house gives you proximity, but that comes with a premium. Remote gives you cost control, and you’re also able to build out capacity if your process is already dialed in.

Once appointment setting becomes a repeatable function, you’ll see which option makes better sense.

AU Industries Where Appointment Setting Plays a Crucial Role

While appointment setting can be helpful to any business, there are certain industries where it’s downright crucial.

Healthcare

Aside from business owners and entrepreneurs, Australian medical professionals also tap professional appointment setters to help facilitate patient care.

These professionals use effective appointment systems integrated with electronic health records (EHR), allowing patients to:

  • Book appointments online;

  • Receive automated reminders; and

  • Access pre-visit instructions.

This approach reduces no-show rates and enhances patient engagement and satisfaction.

Candidates:

54

Filter by Role:

*Booking interviews depend on candidates' availability and interest.

All-inclusive Rate: USD $7.03/hr

Maria

Candidate ID: 525533


ADVANCED

    Customer Service, Appointment Setting, Inbound Calls, Record Management...

INTERMEDIATE

    Virtual Assistant Skills...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time UK London Alaska Standard Time New Zealand Daylight Time Hawaii Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 7.96 per hour or $USD 690.13 per month

Full Time: $USD 7.03 per hour or $USD 1217.79 per month

Remote Staff Recruiter Comments

  • Christina finished a bachelor's degree in pharmacy and has been working for 5 years in the BPO industry within the healthcare sector. She has been serving virtually as a Pharmacy Fulfillment Clerk, Medical Virtual Assistant, Medical Record Processor, and as Medical Front Desk Assistant.
  • She has garnered extensive experience in supporting healthcare companies, including insurance firms and medical clinics in the US.
  • She is confident in providing medical assistance through calls and emails. 
  • She can handle a high volume of inbound and outbound calls with utmost professionalism and courtesy.
  • She is competent in supporting the following tasks:
    • data entry/database management
    • email management
    • records management
      • reviewing and auditing records
      • insurance verification and eligibility
    • fax management
    • appointment scheduling
    • calendar management
    • provide resolution in a timely manner
  • She is proficient in using Microsoft Office, Athena Health, Kareo/Tebra, Google Calendar, RingCentral, and Slack.
  • She is available to start immediately and is amenable to working the day shift for any part-time or full-time positions.
  • She is willing to work on shifting schedules.

Predictive Index Behavioral Profile - Artisan

Strongest Behaviors

  • Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
  • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
  • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Behavioral Summary
Maria Christina is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

She is reserved and accommodating, expressing herself sincerely and factually. In general, she would rather be cautious and conservative in style, skeptical about anything new or unfamiliar or any change in the traditional way of doing things. Possessing the ability to strongly concentrate on the job at hand, they are most effective when given uninterrupted blocks of time. Has better-than-average aptitude for work that is analytical or technical in nature.


Employment History

Pharmacy Fulfillment Clerk

Industry:

Healthcare / Medical

Employment Period:

October 2018 to March 2019 (5 Months)

Duties and Responsibilities:

  • Review prior authorization requests to ensure completeness and accuracy of information.
  • Follow up with providers as needed to get additional information to complete the authorization request.
  • Track and monitor authorization requests to ensure they are processed in a timely manner.

Medical Virtual Assistant

Industry:

Healthcare / Medical

Employment Period:

June 2019 to August 2020 (14 Months)

Duties and Responsibilities:

  • Handle inbound and outbound calls from patients and staff in a professional and courteous manner.
  • Schedule patient appointments, follow-up visits, and other necessary medical services.
  • Assist with prior authorization requests for medications and treatments.
  • Respond to inquiries from patients and staff, providing information and support to ensure a positive customer experience.

Medical Record Processor

Industry:

Healthcare / Medical

Employment Period:

September 2020 to June 2021 (9 Months)

Duties and Responsibilities:

  • Review and audit medical records for accuracy and completeness.
  • Ensure patient records are kept in a secure, confidential manner in accordance with applicable laws and regulations.

Front Desk Receptionist

Industry:

Healthcare / Medical

Employment Period:

February 2023 to September 2023 (7 Months)

Duties and Responsibilities:

  • Provide assistance to patients by addressing their concerns about their FMLA, work notes, prior authorization and other medical records.
  • Handle high volume of inbound, outbound calls and text messages with professionalism and courtesy.
  • Extend a warm welcome to established, Zocdoc and Sesame patients, offering guidance when providers are running behind schedule.
  • Keep providers informed of therapy advisories from pharmacies or insurance, ensuring the healthcare team remains updated on critical patient information.
  • Act as a liaison between patients and pharmacies, facilitating non-controlled medication prescriptions and transfers as needed.
  • Ensure that all tickets received via Zoho faxes are handled and resolved.

Virtual Medical Assistant

Industry:

Healthcare / Medical

Employment Period:

December 2023 to April 2025 (16 Months)

Duties and Responsibilities:

- Professionally manage patient communications, handling incoming and outgoing calls with care and efficiency. - Coordinate and schedule patient appointments, ensuring smooth clinic operations and optimized appointment flow. - Verify insurance coverage and confirm patient eligibility prior to services, ensuring smooth billing and treatment processes. - Prepare and submit prior authorization requests to facilitate timely approval of medical services. - Monitor and respond to patient and provider communications across email, fax, and text, ensuring swift and accurate information exchange.

Education History

Field of Study:

Pharmacy/Pharmacology

Major:

Pharmacy

Graduation Date:

October 21, 2017

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Customer Service, Appointment Setting, Inbound Calls, Record Management, Data Entry,

INTERMEDIATE ★★

    Virtual Assistant Skills

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/15301541219
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: --
  • Processor: AMD Ryzen 5
  • Operating System: Windows 10

All-inclusive Rate: USD $6.56/hr

Crist

Candidate ID: 524443


ADVANCED

    Inbound Sales, Outbound Sales, Sales, Coaching...

INTERMEDIATE

    B2B, Customer Service, Inbound Sales...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time US Eastern Standard Time US Central Standard Time US Mountain Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 6.56 per hour or $USD 568.28 per month

Full Time: $USD 6.56 per hour or $USD 1136.56 per month

Remote Staff Recruiter Comments

  • Crist took Computer Science in college and has been working for 10+ years. He joined local companies like BPO and staffing. He handled different positions such as Inbound Sales and Billing Specialist, Sales Support, Customer Experience Senior Associate, Team Leader, and B2B Sales Executive. He started his freelancing career in 2022 and worked with US clients
  • Throughout his career, he proficiently supported the following: 
    • Sales support
    • B2B sales
    • CRM management
    • Customer service (phone, chat, and email)
    • Coaching and Training
    • Appointment setting
    • Lead generation
    • Billing
    • Email management
    • Data Entry
  • During his BPO days, he was one of the Top Performers for Fiscal Year 2020-2021, Top Seller’s Club Performer in 2020, and has been the Team’s POC for almost a year. He was also awarded Spectrum Role Model of the Year.
  • He is proficient in Avaya, Salesforce, HubSpot, DocuSign, Google Suite, Canva, Microsoft Office Apps, Shopify, Zendesk, Mailchimp, and Zoho.
  • Crist is available to start immediately and is amenable to working the day shift for any part-time or full-time position.
Predictive Index Behavioral Profile - Collaborator 

Strongest Behaviors
  • Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
  • More interested in people, building relationships, and teamwork than technical matters. Generally affable, optimistic, and trusting.
  • More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.

Behavioral Summary

Crist Vermont is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings. This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

Patient and relaxed; is a particularly tolerant and understanding listener. People find this individual easy to talk to and feel no pressure or impatience from this rather easygoing, accepting person. 


Employment History

Team Leader

Industry:

Others

Employment Period:

May 2022 to January 2023 (8 Months)

Duties and Responsibilities:

  • Coaching, Reporting, Meetings with Clients and Trainings of Virtual Assistant in my team to make sure that I am also calibrated with the product that the VA's are handling.

Sales Support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2019 to April 2022 (38 Months)

Duties and Responsibilities:

  • Answers messages, and live chat inquiries from customers to support them with their billing, technical, and sales inquiries. In-Team Subject Matter Expert Engagement Team Member.
  • Providing troubleshooting assistance for customer orders, account statuses and relevant problems
  • Providing data and guides to help the sales team
  • Developing and monitoring performance indicators

B2B Sales Executive

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2017 to June 2018 (6 Months)

Duties and Responsibilities:

  • Outbound calls to US business owners to sell VOIP and appointment setting for e- commerce Achievements/Recognitions: Awardee as part of the top 10 sellers for the campaign
  • Identifying new business opportunities
  • Generating leads
  • Qualifying prospects
  • Developing relationships with potential customers
  • Negotiating and closing deals
  • Maintaining ongoing account management
  • Achieving sales targets

Customer Experience Senior Associate

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

August 2016 to October 2017 (13 Months)

Duties and Responsibilities:

  • Email support Answered customers' complaints drivers, passengers, operators, TNVS POC via email support Cascaded all the necessary updates to the Customer Experience Team Voice support:
  • Answered phone calls from passengers, drivers and, operators.

Sales Staff Inbound Customer sales support

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2015 to November 2015 (9 Months)

Duties and Responsibilities:

  • Answered phone calls where customers are inquiring about the products and closing sales.
  • Communicates and explains the value of the client brand and benefits of services to potential customers though establishing relationships and building strong rapport
  • Uses effective selling and customer service techniques to identify customer needs and drive sales results
  • Accurately presents service package/bundle options by using recommended bridging statements, follow department scripting, and meet minimum sales objectives on all calls

Inbound Sales and Billing Specialist

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

June 2011 to January 2015 (43 Months)

Duties and Responsibilities:

  • Handled Home bundle and mobile plans from Australian customers and provided solutions including sales.
  • Communicating with customers, making outbound calls to potential customers, and following up on leads.
  • Understanding customers' needs and identifying sales opportunities.
  • Answering potential customers' questions and sending additional information per email.
  • Keeping up with product and service information and updates.
  • Creating and maintaining a database of current and potential customers.
  • Explaining and demonstrating features of products and services.
  • Staying informed about competing products and services.
  • Upselling products and services.
  • Researching and qualifying new leads.
  • Closing sales and achieving sales targets.

Education History

Field of Study:

Computer Science/Information Technology

Major:

Computer Science

Graduation Date:

January 1, 2000

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Inbound Sales, Outbound Sales, Sales, Coaching, Training,

INTERMEDIATE ★★

    B2BCustomer ServiceInbound Sales

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/15264253782
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: AMD Ryzen 5
  • Operating System: Windows 11

All-inclusive Rate: USD $7.96/hr

AL

Candidate ID: 519324


ADVANCED

    Hubspot CRM, Inbound Calls, Outbound Calling, Customer Relations...

INTERMEDIATE

    Call Handling...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Alaska Standard Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time UK London
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 6.56 per hour or $USD 568.28 per month

Full Time: $USD 7.96 per hour or $USD 1380.26 per month

Remote Staff Recruiter Comments

  • Al has over six years of valuable experience in the BPO, retail food outlets,  vehicle dealers, and legal industries working with various companies.  He has held various positions, including Executive Virtual Assistant, Purchasing Manager, Technical Support Representative, and Customer Service Representative, overseeing accounts related to the esignature platform, telco, and lending. His main focus was on serving clients based in the United States, UK, and Australia. When working in the BPO, Al has been recognized as a top performer for three consecutive quarters. He is adept at performing the following tasks:

    • Troubleshooting technical issues
    • Inbound and outbound calling (answering questions and providing resolution)
    • Acting as a first point of contact, dealing with correspondence and phone calls
    • Taking customer’s order
    • Organizing meetings and appointments
    • Handling billing concerns
    • Managing scheduled pick-up for vehicles
    • Evaluates vendor quotation
  • He is proficient in using tools such as GoHighLevel, Five9, RingCentral, Gmail, Google Calendar, and Microsoft Office. 

  • Al is available to start immediately and is amenable to working the night shift for any full-time or part-time position.
 

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

  • Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
  • Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
  • Focused on operational efficiencies: thinks about what needs to be done and how it can be done quickly without losing quality. 
 

Behavioral Summary

Al Ryan is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.



 


Employment History

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2017 to January 2019 (14 Months)

Duties and Responsibilities:

  • Call Handling. Resolves product or service problems by accurately understanding the customer's issue. 
  • Discuss bill related concerns. 
  • Answer product and/or service questions or concerns. 
  • Troubleshoot technical issues using all available tools. 
  • Escalate to appropriate departments to expedite resolution of customer's issue.
  • Provide exceptional customer service experience.

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

March 2020 to July 2021 (16 Months)

Duties and Responsibilities:

  • Outbound Call Handling. 
  • Calling customers who did not receive matches from lenders and offering Credit Repair. 
  • Answer product and questions or concerns. 
  • Provide exceptional customer service experience.

Customer Service Representative

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

March 2019 to February 2020 (11 Months)

Duties and Responsibilities:

  • Call Handling. Resolves product or service problems by accurately understanding the customer’s issue.
  • Discuss bill related concerns.
  • Answer product and/or service questions or concerns.
  • Troubleshoot technical issues using all available tools.
  • Escalate to appropriate departments to expedite resolution of customer’s issue.
  • Provide exceptional customer service experience.

Executive Assistant | Personal Assistant

Industry:

Law / Legal

Employment Period:

November 2021 to May 2022 (6 Months)

Duties and Responsibilities:

  • Acting as a first point of contact, dealing with correspondence and phone calls.
  • Managing diaries and organizing meetings and appointments, often controlling access to the manager/executive.
  • Reminding the manager/executive of important task and deadlines.
  • Attending to all of the Executives meeting and listing/notating all important information about the topic/s.

Freelance CSR

Industry:

Employment Period:

May 2022 to December 2022 (6 Months)

Duties and Responsibilities:

  • Taking Customers Order
  • Managing diaries and organizing meetings and appointments, often controlling access to the manager/executive.
  • Reminding the manager/executive of important task and deadlines.
  • Answer product and questions or concerns.
  • Provide exceptional customer service experience.

Freelance Purchasing Manager (Sales)

Industry:

Automobile / Automotive Ancillary / Vehicle

Employment Period:

December 2022 to June 2023 (6 Months)

Duties and Responsibilities:

  • Negotiating offers with the sellers.
  • Taking email, chat, text and call.
  • Managing scheduled Pick Up on the vehicle that they agreed on the amount that we offered them..
  • Develops a system to evaluate vendor quotation that uses appropriate negotiation and purchasing techniques to ensure quality, price, delivery and service.

Education History

Field of Study:

Psychology

Major:

Psychology

Graduation Date:

January 1, 2014

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Hubspot CRM, Inbound Calls, Outbound Calling, Customer Relations, Customer Handling, Customer Experience, Upselling, Cold Calling, RingCentral, Five9, Email Handling, Calendar Management, Google Calendar, Purchasing Management, Technical Support, DocuSign, Appointment Setting, Troubleshooting, Software Troubleshooting, Executive Support, Executive Assistance, Chat Support, Email Support, Phone Support,

INTERMEDIATE ★★

    Call Handling

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 362.80, Upload: 194.13
  • Internet Type: Broadband
  • Hardware Type: Laptop
  • Brand Name: Huawei
  • Processor: Intel Core i5
  • Operating System: Windows 11

All-inclusive Rate: USD $7.49/hr

Christian

Candidate ID: 489647


ADVANCED

    Zendesk, Asana, Microsoft Office, CRM...

INTERMEDIATE

    Administrative Support...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time UK London US Eastern Standard Time US Central Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 7.49 per hour or $USD 649.51 per month

Full Time: $USD 7.49 per hour or $USD 1299.03 per month

Remote Staff Recruiter Comments

  • Geric has 8 years of comprehensive experience in customer service and sales within industries such as real estate, telecommunications, finance, e-commerce, and technology.
  • His recent roles include Inside Sales Agent for a real estate services company, where he successfully generated leads, maintained client databases, and invited prospects to events.
  • Additionally, he worked as a Sales Development Representative in the skincare industry, handling both inbound and outbound calls while nurturing client relationships and updating CRM systems.
  • Career Highlights
  • Awarded "Top Agent" globally at a telecommunications company within his first year, demonstrating exceptional performance in a competitive environment.
  • Promoted to Subject Matter Expert at a business process outsourcing firm, reflecting his leadership skills and in-depth product knowledge.
  • Received a site-wide Top Performer award at a financial institution, highlighting his ability to consistently exceed sales and customer satisfaction targets.
  • Skill Proficiency
  • Christian is highly skilled in CRM management, lead generation, and customer service operations.
  • He demonstrates a deep understanding of outbound sales strategies and technical customer support processes.
  • He has also shown expertise in utilizing CRM tools to organize and manage client data, ensuring efficient follow-ups and streamlined workflows.
  • Geric's extensive background in sales, customer service, and CRM management, combined with his outstanding behavioral traits and proven track record of accomplishments, positions him as a top-tier candidate for roles requiring high levels of client interaction, lead generation, and data management.
  • His commitment to delivering exceptional results ensures he will contribute significantly to any organization.
  • Can start immediately Predictive Index Behavioral Profile - Altruist

    Strongest Behaviors
  • Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
  • Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
  • Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations. Behavioral Summary

    Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

    A pleasant and extraverted person, Geric is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Geric gets along easily with a wide variety of people.


  • Employment History

    Inside Sales

    Industry:

    Property / Real Estate

    Employment Period:

    February 2022 to July 2022 (5 Months)

    Duties and Responsibilities:

    •    Make outbound calls to homeowners who have expressed an interest in selling their homes.
    •    Setting appointments with homeowners who want help selling their property.
    •    Maintaining positive business relationships to ensure future sellers

    Inside Sales Agent

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    September 2022 to January 2023 (4 Months)

    Duties and Responsibilities:

    •    Communicating with customers, making outbound calls to potential customers, and following up on leads.
    •    Creating and maintaining a database of current and potential customers in designated CRM.
    •    Keeping up with product and service information and updates and staying informed about competing products and competitors
     

    Ordering Support

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    March 2021 to September 2021 (6 Months)

    Duties and Responsibilities:

    • Assisting customers with order status, delivery status, or any other pertinent information regarding their order
    • Process payments
    • Demonstrate a strong customer service orientation and takes responsibility to ensure customers are satisfied

    Customer Service Representative/SME

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    January 2019 to October 2019 (9 Months)

    Duties and Responsibilities:

    • Handled customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure the resolution
    • Provide accurate, valid, and complete information by using the right methods/tools
    • Meet personal/customer service team sales targets

    Finance Collection Specialist

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    April 2017 to December 2018 (20 Months)

    Duties and Responsibilities:

    • Overcome objections that customers have about making payments toward their account and help them to understand their account(s) and responsibilities
    • Assisting customers with payment and payment arrangements
    • Serves as entry point for the identification, routing and documentation of all pertinent collection support processes (i.e. modifications, bankruptcy etc

    Customer Sales Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    April 2016 to April 2016 (0 Months)

    Duties and Responsibilities:

    • Achieve sales goals by assessing current client needs and following a defined selling process with potential buyers,b often utilizing product demos and presentations
    • Handled customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure the resolution
    • Help customers process their payments

    Customer Service Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    February 2020 to March 2021 (13 Months)

    Duties and Responsibilities:

    • Resolves customer complaints by investigating problems, and developing solutions.
    • Handled a large volume of inbound calls.
    • Demonstrate a strong customer service orientation and takes responsibility to ensure customers are satisfied

    Inside Sales Agent

    Industry:

    Property / Real Estate

    Employment Period:

    March 2023 to October 2023 (7 Months)

    Duties and Responsibilities:

    • Make outbound calls to Real Estate Agents and Invite them to attend a Real Estate Event.
    • Calling potential buyers who recently applied for a loan and transfer them to the lender.
    • Updating the database of potential clients and uploading to CRM.

    Sales Development Representative

    Industry:

    Healthcare / Medical

    Employment Period:

    December 2023 to December 2024 (12 Months)

    Duties and Responsibilities:

    Lead Generator, Sales Development, Cold Calling & Customer Service

    Education History

    Field of Study:

    Computer Science/Information Technology

    Major:

    Computer Technology

    Graduation Date:

    January 1, 2023

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Zendesk, Asana, Microsoft Office, CRM,

    INTERMEDIATE ★★

      Administrative Support

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: N/A
    • Internet Type: Fiber
    • Hardware Type: Desktop
    • Brand Name: HP
    • Processor: Intel(R) Core (TM) i5-9500T CPU @ 2.20 GHz 2.21 GHz
    • Operating System: Windows 10

    All-inclusive Rate: USD $8.71/hr

    Regine

    Candidate ID: 481167


    ADVANCED

      Administrative Support, Email Support, Call Handling, Cold Calling...

    INTERMEDIATE

      Invoicing, Payroll Processing...

    Employment Preferences

    Availability:
    Part Time Full Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time US Eastern Standard Time US Pacific Standard Time UK London
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 8.71 per hour or $USD 755.12 per month

    Full Time: $USD 8.71 per hour or $USD 1510.24 per month

    Remote Staff Recruiter Comments

    • She has been working for 8 years as a General Virtual Assistant for eCommerce, Real Estate, and IT companies mostly from Australia, United States, and Canada 
    • She is a graduate of Computer Engineering 
    • She has been responsible for numerous administrative tasks which includes 
      • Customer Correspondence 
      • Email and Phone Support 
      • Database Management 
      • eCommerce Management 
      • Invoicing 
      • Creating Quotation
      • Inventory Management 
      • Purchasing
      • Graphic Designing using Photoshop and Canva
      • Product Listing and Product Research 
      • Appointment Setting and Client Reservations 
      • Data Entry 
    • When she worked as an eCommerce Virtual Assistant, she mainly source or manage products in the Fashion Wear
    • She has also experience with HTML 
    • She is a confident user of the following tools/platform  
      • Salesforce
      • HubSpot
      • Zendesk
      • Active Campaign
      • Slack 
      • QuickBooks 
      • Canva
      • Amazon 
      • eBay 
      • Shopify
      • Google Workspace 
      • Inkscape
      • MS Application (Excel, Document and Presentation) 
    Predictive Index Behavioral Profile-  Adapter

    Strongest Behaviors
    • Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
    • Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
    • Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
    Behavioral Summary 
    • This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.
    • Regine Marie is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

    Employment History

    Email Support Associate (Lazada Malaysia)

    Industry:

    Retail / Merchandise

    Employment Period:

    August 2014 to July 2015 (11 Months)

    Duties and Responsibilities:

    • Provided customer support thru Email and live chats
    • Responds to queries about the product
    • Help customers with their complaints Place orders for customers Process returns

    System Engineer

    Industry:

    Consulting (IT / Science / Engineering & Technical)

    Employment Period:

    August 2015 to October 2015 (2 Months)

    Duties and Responsibilities:

    • Provides technical support to different clients
    • Installing, configuring, and maintaining devices
    • Application software
    • System Management
    • Assessing systems determining problems and providing solutions

    General Virtual Assistant/Freelancer

    Industry:

    Others

    Employment Period:

    October 2015 to February 2023 (88 Months)

    Duties and Responsibilities:

    • Specialized in E-Commerce (Amazon, eBay, and Shopify)
    • Basic tasks of an Executive Assistant Administrative Tasks
    • Customer Service Support
    • Provide basic and advanced support to client

    General Virtual Assistant

    Industry:

    Education

    Employment Period:

    February 2023 to October 2023 (8 Months)

    Duties and Responsibilities:

    • Handle product orders, creating contract for orders, invoicing, software products (mathematics) 
    • Updating or creating training or tutorial videos by screen grabbing and placing instruction content for the robot recording.
    • Writing scripts for internal and external user support
    • Create supporting articles and build their knowledge base
    • Adding contents in their program math questions (using a little HTML / asciimath / markdown understanding
    • Handle customer service and email support
    • Answering few incoming calls and phone calls regarding payment updates from clients
    • CRM (SuiteCRM) Management
    • Documenting of the processes to be used for future training purposes
    • Manipulating images in a tool like inkscape,
    • Writing end-user help for our bespoke software systems
    • Creating content inside our bespoke software systems

    Education History

    Field of Study:

    Engineering (Computer/Telecommunication)

    Major:

    Computer Engineering

    Graduation Date:

    October 1, 2015

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Administrative Support, Email Support, Call Handling, Cold Calling, Client Relations, Client Servicing,

    INTERMEDIATE ★★

      InvoicingPayroll Processing

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: 95.24 mpbs download; 100.79 mbps upload
    • Internet Type: DSL
    • Hardware Type: Laptop
    • Brand Name: Lenovo
    • Processor: Intel Core i5
    • Operating System: Windows 10

    All-inclusive Rate: USD $9.37/hr

    Raymon

    Candidate ID: 477867


    ADVANCED

      Lead Generation...

    INTERMEDIATE

      Lead Generation, Data Entry...

    Employment Preferences

    Availability:
    Part Time Full Time
    Preferred Timezone:
    Australian Eastern Standard Time US Eastern Standard Time UK London
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 8.43 per hour or $USD 730.75 per month

    Full Time: $USD 9.37 per hour or $USD 1623.97 per month

    Remote Staff Recruiter Comments

    • Raymon has been working for 8 years now. He has gained confidence in supporting the following:
      • email marketing
      • outbound calling 
      • appointment setting
      • sales development
      • lead generation
      • team management
      • customer support
    • Presently, he is doing a B2B campaign where he directly reaches out to CEO or decision-makers in various companies in the US such as in the IT and real estate industries.
    • In doing lead generation, he has been keen with all the information uploaded in the CRM. He ensures that details in the database are accurate and updated.
    • He is able to generate 100 leads per day.
    • He is proficient in using Hubspot, LinkedIn Sales Navigator, Salesforce, Apollo.io, Zoominfo, Microsoft Office and Google Workspace.
    • He can start immediately.
    Predictive Index Behavioral Profile- Persuader
    https://www.predictiveindex.com/reference-profile/persuader/

    Strongest Behaviors
    • Connecting very quickly to others, strongly motivated to build and leverage relationships to get work done. Openly and easily shares information.
    • Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
    • Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish

    Behavioral Summary

    Raymon is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

    Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.


    Employment History

    Virtual Assistant/Lead Generation Specialist/Real Estate Global Recruiter

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    April 2021 to January 2023 (21 Months)

    Duties and Responsibilities:

    • Assist clients on scheduling appointments
    • Helps generate leads for email marketing campaigns
    • Handles lead data enrichment
    • Prepare email and marketing automation
    • Cold calling potential leads

    Freelance Real Estate Salesperson

    Industry:

    Property / Real Estate

    Employment Period:

    May 2020 to April 2021 (11 Months)

    Duties and Responsibilities:

    • Deliver sales target
    • Reach out to clients through different marketing means

    Business Manager

    Industry:

    Property / Real Estate

    Employment Period:

    February 2020 to May 2020 (3 Months)

    Duties and Responsibilities:

    • Designs and implements strategic sales plan that expands company's customer base and ensure its strong presence.
    • Manages recruitment, objective setting, coaching and performance monitoring of property specialists.
    • Presents sales, revenue and expenses reports and realistic forecasts to the management team

    Sales Manager

    Industry:

    Property / Real Estate

    Employment Period:

    July 2019 to December 2019 (5 Months)

    Duties and Responsibilities:

    • Designs and implements strategic sales plan that expands company's customer base and ensure its strong presence.
    • Manages recruitment, objective setting, coaching and performance monitoring of property specialists.
    • Presents sales, revenue and expenses reports and realistic forecasts to the management team

    Content Writer/Researcher/Event Coordinator

    Industry:

    Non-Profit Organisation / Social Services / NGO

    Employment Period:

    March 2017 to July 2019 (28 Months)

    Duties and Responsibilities:

    • Creates contents for social media presence specifically press releases, infographics and posters.
    • Creates print contents specifically for newsletters and magazines.
    • Promotes government programs and projects through the use of multimedia
    • Gathers resources and data for digital media and print media.
    • Checks the authenticity and reliability of information that will be used in any digital or print releases.
    • Acts as a representative for the City Government for private-government partnership events

    Resolution Specialist/Healthcare Advisor

    Industry:

    Healthcare / Medical

    Employment Period:

    July 2015 to August 2016 (13 Months)

    Duties and Responsibilities:

    • Handles customer concerns and queries
    • Validates reimbursement claims of customers
    • Assists customers on claims process
    • Handles customer concerns and queries
    • Promotes awareness of the importance of healthcare

    Segment Producer/Writer/Researcher

    Industry:

    Entertainment / Media

    Employment Period:

    October 2011 to October 2013 (24 Months)

    Duties and Responsibilities:

    • Handles the planning and creation of new materials for segment episodes.
    • Responsible in dealing with client’s requests and handles client meetings.
    • Responsible in preparing budget request and equipment request
    • Reports directly to Department Head regarding project expenses and project outcomes.
    • Responsible in handling team concerns. Writer/Researcher
    • Creates contents for television program segments
    • Gathers resources and data for program segments

    Education History

    Field of Study:

    Major:

    Graduation Date:

    March 1, 2015

    Located In:

    Philippines

    License and Certification: :

    N/A

    Field of Study:

    Major:

    Graduation Date:

    March 1, 2011

    Located In:

    Philippines

    License and Certification: :

    N/A

    Field of Study:

    Major:

    Graduation Date:

    March 1, 2006

    Located In:

    Philippines

    License and Certification: :

    N/A

    Field of Study:

    Law

    Major:

    Law

    Graduation Date:

    March 1, 2015

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Lead Generation

    INTERMEDIATE ★★

      Lead GenerationData Entry

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: Download: 24.86, Upload: 67.48
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: Lenovo
    • Processor: AMD Ryzen 5 3500U
    • Operating System: Windows 11

    All-inclusive Rate: USD $7.49/hr

    ANGEL

    Candidate ID: 477024


    ADVANCED

      Sales, Customer Service, Appointment Setting, Outbound Appointment Setting...

    INTERMEDIATE

      Google Docs, Google Drive...

    Employment Preferences

    Availability:
    Part Time Full Time
    Preferred Timezone:
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 6.56 per hour or $USD 568.28 per month

    Full Time: $USD 7.49 per hour or $USD 1299.03 per month

    Remote Staff Recruiter Comments

     

    • Angel has a 5 years professional work experience in the BPO industry handling Insurance, Healthcare, Financial, Sales and Leasing account where she supported the following roles:
      • Telemarketing
      • Lead Generation
      • Appointment Setting
      • Inbound and Outbound phone support
      • Sales and Retention
      • Warm and Cold calling
      • B2B  and B2C Campaign
      • Customer handling
    • She have an experience handling clients from Australia, UK, US, New Zealand and South Africa.
    • Excellent comms skills.
    • She's passionate in sales, was recognized as the top performer of the year and was promoted to a Team leader position.
    • She is available to start immediately. Also, open for full-time.
    Predictive Index Behavioral Profile- Individualist

    Strongest behavior:
     
    • Strongly venturesome in taking risks and focusing on the future; almost exclusively concerned with where they’re going rather than either how they’ll get there, or where they’ve been. Very adaptable; solves problems as they occur rather than through advance planning.
    • Makes decisions and takes action, even when there’s an absence of proof confirming their decision. Comfortable operating outside of traditions, Angel Rose pursues strongly innovative ideas, even in the face of failures or popular opposition.
    • Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
    Behavioral Summary:

    Angel Rose is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

    Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

    Being more conceptual than detail-oriented, Angel Rose is fairly casual in working with details which are not vital to the job. Prefers to delegate such work to other people whenever possible. What is much more interesting is a new idea, or the big picture and an analytical, critical approach to solving problems and in getting results.
     

    Employment History

    TELEMARKETER COLD CALLER

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    December 2015 to March 2016 (3 Months)

    Duties and Responsibilities:

    • Handled Insurance Campaign
    • B2C and B2B Outbound calling
    • Appointment setting
    • Qualify leads

    SALES REPRESENTATIVE COLD CALLER

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    February 2016 to September 2018 (31 Months)

    Duties and Responsibilities:

    • B2C Outbound calling clients from UK, South Africa, Australia and New Zealand
    • Selling lottery tickets
    • Process Payments
    • Handle customer inquiries 

    SALES REPRESENTATIVE/RETENTION SPECIALIST

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    September 2020 to June 2022 (21 Months)

    Duties and Responsibilities:

    • B2C outbound calling
    • Fix customers credit score
    • Retaining customer 
    • Handling cancellation concerns
    • Assist customers

    TELEMARKETER COLD CALLER

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    August 2019 to August 2020 (12 Months)

    Duties and Responsibilities:

    • B2C outbound and inbound calling US, New Zealand and Australian Clients
    • Upselling and advertise products 
    • Assist customers with their cancellation concerns
    • Retain Customers

    TELEMARKETER COLD CALLER

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    November 2018 to July 2019 (8 Months)

    Duties and Responsibilities:

    • Handled Credit repair campaign
    • B2C outbound calling US Clients
    • Lead generation
    • Qualify customers 
    • Help customers to fix their credit scores
    • Assist customer in paying loans and acquiring properties

    Education History

    Field of Study:

    Food & Beverage Services Management

    Major:

    Associate of Hotel and Restaurant Management

    Graduation Date:

    January 7, 2014

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Sales, Customer Service, Appointment Setting, Outbound Appointment Setting, B2C Telemarketing, Telemarketing, B2B Telemarketing, Outbound Telemarketing, Outbound Lead Generation, Outbound B2C,

    INTERMEDIATE ★★

      Google DocsGoogle Drive

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: Download- 158.72; upload - 162.25
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: Samsung
    • Processor: Intel Core I5
    • Operating System: Windows 11

    All-inclusive Rate: USD $8.43/hr

    Sharon

    Candidate ID: 476362


    ADVANCED

      Administrative Support, Appointment Setting, Outbound Calling, Customer Support...

    INTERMEDIATE

      Data Entry, Inbound Sales, Lead Generation, Social Media Marketing...

    Employment Preferences

    Availability:
    Full Time Part Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 9.37 per hour or $USD 811.98 per month

    Full Time: $USD 8.43 per hour or $USD 1461.50 per month

    Remote Staff Recruiter Comments

    • Nash has been working since 2012.
    • She was a former OFW for 5 years as a Customer Service Representative, Admin Assistant, and HR Manager.
    • She was able to manage her own Business (Mini Call Center) where she had her agents handling TeleMarketing Accounts performing Lead Generation, Virtual Assitant tasks, and Customer Service.
    • She recently worked as a Sales Development Representative & Lead Generation Specialist. She supported the following tasks:
      • Generating and qualifying leads 
      • Sales 
      • B2B marketing
      • Appointment Setting
    • She also had a part-time job in the Real Estate Industry for a US client where she performs tasks like cold calling and appointment setting.
    • She is proficient with Microsoft Office, LinkedIn Sales Navigator, Salesforce, Zoom Info, outplay and JobStreet.
    • She is familiar with Dropbox and Hubspot.
    • She can generate 100-150 leads/day. 
    • She can start immediately. She is amenable to working any shift for any part-time or full-time position.
    Predictive Index Behavioral Profile- Altruist
    https://www.predictiveindex.com/reference-profile/altruist/

    Strongest Behaviors
    • Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
    • Teaches and shares; often working collaboratively with others to help in any capacity.
    • Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

    Behavioral Summary

    A pleasant and extraverted person, Sharon is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Sharon gets along easily with a wide variety of people.

    Employment History

    Freelance - Philippines

    Industry:

    Property / Real Estate

    Employment Period:

    July 2022 to March 2012 (123 Months)

    Duties and Responsibilities:

    • Real estate appointment setters contact potential customers by phone to explain products, and services and purchase information about properties for sale.
    • We use customer information -- for example, name, address, and telephone number  computerized database to initiate cold calls and deliver a scripted sales talk 

    Sales Development Representative

    Industry:

    Consulting (Business & Management)

    Employment Period:

    November 2021 to December 2022 (13 Months)

    Duties and Responsibilities:

    • My job revolves around generating and qualifying new and moving them through the sales pipeline, until they're ready to talk to your account Date of birth executives and other sales "closers." This two-step system lets sales reps and account executives focus on closing deals rather than finding new leads, getting past gatekeepers, and Gender other prospecting-related tasks.
    • Equipped with well-researched information about target prospects and your company, SDRs Married build a solid understanding of the industry and sales process to spark meaningful conversations.
    • As a result, I'm spending much of my time reaching out to potential clients through the early stages of the sales funnel, either preparing prospects to speak with a closer or screening their true intention to buy.

    Customer Service Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    July 2019 to September 2021 (26 Months)

    Duties and Responsibilities:

    •  Experienced in phone, email, and live chat support plus, experience in Customer Service Sales,
    • Billing collections, and Technical Support.
    •  Strong verbal and written communication and comprehension skills.
    •  A Computer literate and proficient in the use of Windows OS, Apple OS X, Microsoft Office,and Google applications.
    • Can type at least 40 words per minute on chat
    • I have good problem-solving and critical thinking skills with a focus on issue resolution and customer satisfaction.
    •  I am resourceful and able to multitask and have high attention to detail.

    Owner/Manager

    Industry:

    Employment Period:

    September 2019 to March 2023 (42 Months)

    Duties and Responsibilities:

    • Deliver superior service and maximize customer satisfaction
    • Respond efficiently and accurately to customer complaints
    • Regularly review product quality and research new vendors
    • Organize and supervise shifts
    • Appraise staff performance and provide feedback to improve productivity
    • Estimate future needs for goods, kitchen utensils, and cleaning products
    • Ensure compliance with sanitation and safety regulations
    • Manage the restaurantʼs good image and suggest ways to improve it
    • Control operational costs and identify measures to cut waste
    • Create detailed reports on weekly, monthly, and annual revenues and expenses
    • Promote the brand in the local community through word-of-mouth and restaurant events
    • Recommend ways to reach a broader audience (e.g. discounts and social media ads)
    • Train new and current employees on proper customer service practices
    • Implement policies and protocols that will maintain future restaurant operations

    Customer Service Representative/Appointment Setter/VA/Sourcing Specialist Recruitment

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    July 2022 to September 2022 (2 Months)

    Duties and Responsibilities:

    •  Managing a large amount of inbound and outbound calls in a timely manner.
    • Following call center scripts when handling different topics
    • Identifying customerʼs needs, clarifying information, researching every issue, and providing solutions
    • Appointment Setter
    • Contacting potential customers and arranging sales calls
    • Making a hundred calls or emails per day
    • I am also responsible for keeping records of potential clients and of their productivity
    • Virtual Assistant
    • Performing various administrative tasks, including answering emails, answering phone calls, scheduling meetings, and making travel arrangements
    • I was also in charge of the Social Media Marketing
    • Recruitment Specialist
    • Managing the daily running of my call center including sourcing equipment, effective resources, planning and implementing call center strategies
    • Ensuring all relevant communications, records, and data for my agents
    • Handling sourcing of candidates in high-quality or volume environment
    • Recruiting or searching for candidates from different search engines like LinkedIn, Craigslist, Job Street, etc.

    Administrative Coordinator/Managing Staff/HR Manager

    Industry:

    Employment Period:

    July 2017 to April 2019 (21 Months)

    Duties and Responsibilities:

    Administrative Coordinator:
    •  Prepare payment certificates
    • Prepare correspondence to government authorities, clients, and supplies
    • Following up and processing all government permits and certificates
    • Provides necessary support for the staff
    • Manage all procurement requests
    • Dealing with finance
    • Manage all administrative reports
    • Conducting interviews
    • Responsible for the company’s petty cash
    Managing Staff / Human Resource Manager
    • Full staff scheduling
    • Schedule an appointment management
    • Track product inventory
    • Send appointment reminders
    • Business reporting
    • Monitoring leadership
    • Staff recruitment
    • Marketing & Promotion
    • Financial Management
    • Prepares employees for assignment by establishing and conducting orientation and training programs.
    • Maintains management guidelines by preparing, updating and recommending human resource policies and procedures.
    • Complete human resource operational requirements by scheduling, assigning employees and following up on work results.
    • Maintains human resource staff recruiting, selecting, orienting, and training employees.

    Receptionist/PA/Admin Assistant

    Industry:

    Employment Period:

    July 2016 to June 2017 (11 Months)

    Duties and Responsibilities:

    Receptionist
    • Welcomes visitors by getting them in person or on the phone, answering or referring inquiries
    • Directs visitors by maintaining employee and department directories, and giving instructions
    • Maintains security by following procedures, monitoring the logbook, and issuing visitor’s badges.
    Personal Assistant
    • Screening telephone calls, inquiries, and requests, and handling them when appropriate
    • Welcoming the CEO’s guests
    • Organizing and maintaining the CEO’s diary and making appointments, and available time, word processing, dealing with correspondence, writing emails/letters and corporate documentations/SOP’s/policies (further information on such detailed herein), taking dictation
    • Typing minutes of meeting reports; organizing meetings
    • Ensuring the CEO’s well-prepared for meeting/business trips, and preparing meeting agendas
    Admin Assistant
    • Designing and producing documents, briefing papers, reports, and presentations
    • Organizing corporate and company entertainment, management meetings, and events
    • Devising and maintaining office systems, including data management, filing, etc.
    • Performs general clerical duties to include but not limited to: photocopying, fixing, mail distribution, and filing
    • Coordinates using Microsoft Office, such as Excel, Publisher, Word, and PowerPoint
    • Sourcing and ordering stationery and office equipment

    Customer Service Representative

    Industry:

    Property / Real Estate

    Employment Period:

    June 2015 to June 2016 (12 Months)

    Duties and Responsibilities:

    • Dealing with telephone and email inquiries
    • Offering a property investment from international.
    • Arranging appointments
    • Utilized computer technology to handle a high volume of calls
    • Providing high-level administrative and executive support for management.

    Service Crew/Counter

    Industry:

    Employment Period:

    May 2014 to May 2015 (12 Months)

    Duties and Responsibilities:

    • Service Crew - prepare and serve food
    • Process customer payments, and provide customer service

    Customer Service Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    May 2012 to February 2014 (21 Months)

    Duties and Responsibilities:

    • Collection Department – credit/collection, processing credit card/loan applications, financial account
    • Provides comprehensive and quality customer care at all times
    • Apply and learned knowledge and procedures when servicing customer queries
    • Communicate effectively and efficiently with internal and external customer care
    • Ensures customer satisfaction in all transactions
    • Ensures validity and confidentiality of clients’/customers information

    Service Crew (Counter)

    Industry:

    Employment Period:

    March 1998 to March 2001 (36 Months)

    Duties and Responsibilities:

    • Prepare and serve food
    • Process customer payments, and provide customer service

    Customer Service Representative/Appointment Setter/Virtual Assistant/Sourcing Specialist Recruitment

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    September 2007 to March 2012 (54 Months)

    Duties and Responsibilities:

    • Managing a large amount of inbound and outbound calls in a timely manner
    • Following call center scripts when handling different topics
    • Identifying customer’s needs, clarifying information, researching every issue and providing solutions
    • Appointment Setter
    • Contacting potential customers and arranging sales calls
    • Making approximately a hundred calls or emails per day
    • Responsible for keeping records of potential clients and of their productivity
    • Virtual Assistant
    • I am performing various administrative tasks, including answering emails,
    • Answering phone calls, scheduling meetings, and making travel arrangements.
    • Social Media Marketing
    • Recruitment Specialist
    • Managing the daily running of my call center including sourcing equipment, effective resources, planning and implementing call center strategies
    • Ensuring all relevant communications, records, and data for my agents.
    • Handling sourcing of candidates in high-quality or volume environment
    • Recruiting or searching for candidates from different search engines like LinkedIn, Craigslist, Job Street, etc.

    Pre-Qualifier

    Industry:

    Employment Period:

    August 2021 to June 2022 (10 Months)

    Duties and Responsibilities:

    • The Customer Acquisition Rep is responsible for acquiring new customers through outbound and inbound inquiries
    • This position is responsible for reaching out to potential customers and delivering a sales presentation with passion, commitment, courtesy, and professionalism
    • Additionally, this position uses unwavering customer service and high ethical selling standards
    • This position is responsible for building trust and rapport with Commercial Sales B2B customers
    • Serve as the first point of contact for Sears Commercial customers
    • Generates leads that will become lifetime customers for the Company

    Education History

    Field of Study:

    Computer Science/Information Technology

    Major:

    Information Technology

    Graduation Date:

    April 30, 2001

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Administrative Support, Appointment Setting, Outbound Calling, Customer Support, Data Entry, Data Encoding, Microsoft, Sales,

    INTERMEDIATE ★★

      Data EntryInbound SalesLead GenerationSocial Media MarketingTechnical Support

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: Download: 15.02, Upload: 41.44
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: Acer
    • Processor: Intel Core i5 Ryzen 5
    • Operating System: Windows 11

    All-inclusive Rate: USD $8.43/hr

    Deborah

    Candidate ID: 464406


    ADVANCED

      Google Apps, Google Docs, Customer Support, ViciDial...

    INTERMEDIATE

      Transcription, Google Spreadsheet, Zendesk, Client Support...

    Employment Preferences

    Availability:
    Full Time
    Preferred Timezone:
    Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Full Time: $USD 8.43 per hour or $USD 1461.50 per month

    Remote Staff Recruiter Comments

    • Debbie has over 10 years of work experience. She was employed in the BPO, real estate, and marketing companies as a Data Encoder, Customer Service Representative, Executive Assistant, and Campaign Manager. Her most recent job was as a Sales Administration Assistant for an Au-based pool builder client through Remote Staff. Over the years, she gained expertise in
      • Customer Support
      • Appointment Setting
      • Quality Control
      • Email Management
      • Client Relations
      • Sales Verification
    • In addition, she did cold calling, coordinated with business partners, and bridged gaps within different departments.
    • Debbie is adept in using RingCentral, Zendesk, Asana, Google Spreadsheets, Microsoft Office Applications such as Excel and Word, and MS 365.
    • She is available to start immediately.
    • She prefers working during the day, full-time.
    Predictive Index Behavioral Profile - Guardian

    Strongest Behaviors
    • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
    • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
    • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
    Behavioral Summary:

    Deborah is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. She is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Debbie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

    Given sufficient experience, she will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.


    Employment History

    CUSTOMER SERVICE REPRESENTATIVE

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    January 2010 to January 2013 (36 Months)

    Duties and Responsibilities:

    • Addressed customer inquiries

    Finance Support Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    January 2013 to January 2014 (12 Months)

    Duties and Responsibilities:

    • Collect operational and market data for financial analysis
    • Identify trends and variances from the data

    Quality Control Director

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    January 2016 to January 2021 (60 Months)

    Duties and Responsibilities:

    • In-charge of training quality analyst
    • Develop quality assurance standards and company processes
    • Create quality measurements to track improvement in products

    Campaign Manager

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    January 2021 to August 2022 (19 Months)

    Duties and Responsibilities:

    • Training sales agents
    • Appointment setting that offer products
    • In-charge of training quality analyst
    • Documenting leads or prospect buyer

    Sales Administration Assistant

    Industry:

    Construction / Building / Engineering

    Employment Period:

    November 2022 to July 2023 (8 Months)

    Duties and Responsibilities:

    • Key contributor to the coordination of the Sales and Preliminaries team, through document control and administration assistance to the Sales & Prelims Manager as well as adherence to the structured and robust processes in accordance with best practice. This position assists the Sales & Prelims Manager through effective communication and implementation of systems.
    • This position will require prevalent IT and communication capabilities including living the core values, engaging people for challenge, passion for outcomes, holding self and others accountable and rigorous systems and processes.
    • Most work involves both written and oral communication, word processing and typing, and requires relevant skills such as IT, organizational and presentation skills, as well as the ability to multi-task and work well under pressure.
    • The responsibilities are varied and relate to all aspects of residential and commercial projects pre-construction.
    • This position involves high levels of structure and attention to detail to accomplish a number of set tasks to work through on a day-to-day basis.
    • Effective facilitation of critical information to a wide range of individuals; at all levels of the organization and externally.
    • The key outcomes for the position are: the optimization of the Sales and Preliminary Department’s efficiency; through the use and maintenance of operational standards; process controls; clear communication; organisation of plans and project documentation.
      • Coordinate Sales and Preliminaries documentation.
      • Extensive time management skills and the ability to meet tight deadlines are critical to the success of this department.
      • Strong communication, problem solving and interpersonal abilities
      • Organization & Prioritization of Sales & Enquiries Emails.
      • Well-developed time management skills and the ability to manage conflicting priorities and meet tight deadlines
      • Strong attention to detail
      • Methodical and thorough approach to daily tasks.
      • Extensive experience in Excel and Word.

    Sales And Client Support

    Industry:

    Environment / Health / Safety

    Employment Period:

    September 2023 to November 2025 (26 Months)

    Duties and Responsibilities:

    Inbound Sales

    • Answer inquiries from potential clients.
    • Sell the company’s service to clients through calls.
    • Do sales support and follow-up.
    • Nurture relationships with current customers and perform inbound lead follow-up calls.

    Personal assistant to the CEO.

    • Note taking
    • Calendar organization
    • Sending emails/ correspondence
    • Following up after appointments.

    Email/Live Chat Support Agent

    Industry:

    Food & Beverage / Catering / Restaurant

    Employment Period:

    May 2016 to October 2016 (5 Months)

    Duties and Responsibilities:

    • As an experienced Email/Live Chat Support Agent, I specialize in providing timely and effective assistance to customers, addressing their inquiries, processing orders online, tracking orders, resolving issues, and ensuring a positive user experience.
    • With strong communication skills, attention to detail, and a customer-first mindset, I am committed to delivering high-quality support and fostering customer satisfaction.

    Customer Success Officer

    Industry:

    Computer / Information Technology (Software)

    Employment Period:

    September 2024 to September 2024 (0 Months)

    Duties and Responsibilities:

    • As a dedicated Customer Success Officer, I focus on building strong relationships with clients to ensure they achieve their desired outcomes.
    • By providing proactive support, personalized solutions, and continuous engagement, I help drive customer satisfaction, retention, and long-term success for both the client and the company.

    Education History

    Field of Study:

    Medicine

    Major:

    Medical Transcription

    Graduation Date:

    October 25, 2007

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Google Apps, Google Docs, Customer Support, ViciDial, Email Support,

    INTERMEDIATE ★★

      TranscriptionGoogle SpreadsheetZendeskClient SupportClient Relations

    Work at Home Capabilities:

    • Internet Bandwidth: 25 Mbps
    • Working Environment: Shared Room
    • Speed Test Result:
    • Internet Type: DSL
    • Hardware Type: Laptop
    • Brand Name: Dell
    • Processor: Intel Core i5
    • Operating System: Windows 10

    All-inclusive Rate: USD $14.06/hr

    Kyle

    Candidate ID: 456150


    ADVANCED

      Google Adwords Keyword Planner, Google AdWords...

    INTERMEDIATE

      Google Apps, Google Spreadsheet, Google Docs, Google+ Marketing...

    Employment Preferences

    Availability:
    Part Time Full Time
    Preferred Timezone:
    Alaska Standard Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 11.24 per hour or $USD 974.45 per month

    Full Time: $USD 14.06 per hour or $USD 2436.31 per month

    Remote Staff Recruiter Comments

    Kyle has been working since 2016. 

    He started as a sales representative for a car dealership company based on the US. He experienced receiving clients to inquire and confirm appointments.

    He then worked for Google Ads account where he became a digital marketing strategist. During this tenure, he is able to explain products or services to their target market. As a Google Ads specialist, he has done the following:
    • creation of campaign on the customer's behalf
    • setting up of conversion tracking
    • research and keyword analysis
    • competitor analysis
    He is proficient on the following tools:
    • ICS 
    • ConnectSales
    • Google Keyword Planner
    • SEMrush
    • Google Calendar
    He is confident in client facing activities and report analysis. He is looking for a full-time role and is open to both morning and night shift positions.
     

    Predictive Index Behavioral Profile - Specialist

    predictiveindex.com/reference-profile/specialist/

    Strongest Behaviors:

    • Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
    • Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
    • Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
    Behavioral Summary:

    Kyle is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

    Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Kyle, who takes responsibilities very seriously.



     

    Employment History

    Sales Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    July 2016 to August 2019 (37 Months)

    Duties and Responsibilities:

    • Take phone calls
    • Identify the root cause by asking the right probing questions
    • Assist customers in solving customer complaints and placing orders
    • Scheduling appointments and following up thru outbound calls

    Sales Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    October 2019 to May 2020 (7 Months)

    Duties and Responsibilities:

    • Contact prospective customers by both telephone and email
    • Market Research to develop warm leads
    • Vet lead list for warm and cold leads
    • Identify prospects that fit the target demographic
    • Use product knowledge to showcase the solutions that our company can offer to prospects
    • Up sell additional products as need arises
    • Use database, CRM, or other software to track progress with new prospects

    Digital Marketing Strategist

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    May 2020 to July 2022 (26 Months)

    Duties and Responsibilities:

    • Create and optimize ad campaigns and paid search landing pages
    • Analyze and optimize ad campaigns to increase return on investment (ROI)
    • Analyze and optimize pay-per-click (PPC) campaigns to increase ROI
    • Manage and optimize display campaigns across multiple devices
    • Develop PPC strategies to increase online visibility

    PPC Manager

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    March 2022 to February 2024 (23 Months)

    Duties and Responsibilities:

    • Manage all aspects of Google Ad campaigns
    • Perform market research, keyword research, and make a forecast.
    • Create and optimize ad campaigns and paid search landing pages
    • Analyze and optimize ad campaigns to increase conversions
    • Set up conversion actions, conversion trackers, GTM, and analytics. (Including other trackers like CallRail and etc.)
    • Analyze and optimize pay-per-click (PPC) campaigns to increase ROI
    • Manage and optimize display campaigns across multiple devices
    • Develop PPC strategies to increase online visibility
    • Collaborate with a team of marketers, Google Ads specialists, and engineers
    • Create an audit and monthly report based on gathered data.

    PPC Manager

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    January 2023 to September 2023 (8 Months)

    Duties and Responsibilities:

    • Manage all aspects of Google Ad campaigns
    • Perform market research, keyword research, and make a forecast.
    • Create and optimize ad campaigns and paid search landing pages
    • Analyze and optimize ad campaigns to increase conversions
    • Set up conversion actions, conversion trackers, GTM, and analytics. (Including other trackers like CallRail and etc.)
    • Analyze and optimize pay-per-click (PPC) campaigns to increase ROI
    • Manage and optimize display campaigns across multiple devices
    • Develop PPC strategies to increase online visibility
    • Collaborate with a team of marketers, Google Ads specialists, and engineers
    • Create an audit and monthly report based on gathered data.

    Programmatic Campaign Manager

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    December 2023 to June 2024 (5 Months)

    Duties and Responsibilities:

    • Advertising campaign set-up via the user interface, including:
      • Creative trafficking
      • MMP integration (click link set-up, conversion test of installing apps using an iOS and Android device)
      • Launch/end date scheduling
      • Creating audience lists with the given CSV file
    • In-flight campaign management, including:
      • Add/remove/pause creatives per client request
    • Pause/remove/modify campaigns per client request Reporting, including:
      • Monitoring campaign performances

    Education History

    Field of Study:

    Computer Science/Information Technology

    Major:

    Information Technology

    Graduation Date:

    January 2, 2009

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Google Adwords Keyword PlannerGoogle AdWords

    INTERMEDIATE ★★

      Google AppsGoogle SpreadsheetGoogle DocsGoogle+ Marketing

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: Download: 11.09, Upload: 29.76
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: Asus
    • Processor: Core i5 11th Gen
    • Operating System: Windows 10

    All-inclusive Rate: USD $7.87/hr

    Ma

    Candidate ID: 453570


    ADVANCED

      Lead Generation, Social Media Management...

    INTERMEDIATE

      Data Entry, Graphic Design, Lead Generation, Project Management...

    Employment Preferences

    Availability:
    Part Time Full Time
    Preferred Timezone:
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 7.87 per hour or $USD 682.01 per month

    Full Time: $USD 7.87 per hour or $USD 1364.01 per month

    Remote Staff Recruiter Comments

    • Rhoda has been working for almost 5 years in various companies such as in the digital marketing and e-commerce industries where she supported the following tasks:
      • B2B and B2C Lead generation
      • Appointment Setting
      • Cold Calling
      • Researcher
      • Social Media Management/Marketing
      • Email marketing
      • Basic Graphic Designing
      • Recruitment 
      • Bookkeeping
    • She started working remotely in 2021.
    • She is proficient in CRMs, LinkedIn Sales Navigator, Canva, Trello, pitch box, G-suite, MS Office, Asana, Mailchimp, Google Suite, and Trello.
    • She is available to start immediately.
    Predictive Index Profile -Specialist
    https://www.predictiveindex.com/reference-profile/specialist/


    Strongest Behaviors
    • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
    • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
    • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
    Behavioral Summary

    Ma. Rhodora is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise. Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Ma. Rhodora, who takes responsibilities very seriously.


    Employment History

    Virtual Assistant

    Industry:

    Others

    Employment Period:

    September 2022 to August 2023 (11 Months)

    Duties and Responsibilities:

    • Create, manage and oversee content for social media channels (Facebook, Instagram)
    • Content creation, creating graphics using Canva.
    • Edit videos for social media posts and marketing.
    • Social media marketing
    • DM marketing, research and admin tasks
    • Lead Generation & appointment setting on FB, & IG
    • Leverage social media tools so that I could find timely and relevant themes and create content resulting in a 30% increase in post engagement
    • Creating funnels (landing pages and Sales pages) through Systeme.io software
    • Create landing pages using the Book like a Boos system Edit video

    Virtual Assistant

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    February 2022 to May 2023 (15 Months)

    Duties and Responsibilities:

    • Create, manage and oversee content for three different social media channels ( Facebook, Linkedin, Instagram) Content creation, creating graphics using canva
    • Edit videos for social media posts and marketing
    • Social media marketing
    • DM marketing, research and admin tasks
    • Lead Generation & appointment setting on FB, IG & Linkedin Leverage social media tools so that I could find timely and relevant themes and create content resulting in a 30% increase in post engagement
    • Craft and influence social media posts and strategies resulting in a 30% increase in organic reach
    • Generating traffic to YouTube through SEO
    • Creating funnels (landing pages and Sales pages) through Clickfunnels, Social Attache, and Systeme.io software 
    • Create landing pages using the Book like a Boos system Edit video

    Virtual Assistant

    Industry:

    Grooming / Beauty / Fitness

    Employment Period:

    November 2022 to May 2023 (6 Months)

    Duties and Responsibilities:

    • Content creation
    • Social media marketing
    • Admin tasks on Kajabi, Notion and trello
    • Lead Generation & appointment setting
    • Drafting strategies for lead generation, sales plan

    Virtual Assistant

    Industry:

    Banking / Financial Services

    Employment Period:

    September 2022 to May 2023 (8 Months)

    Duties and Responsibilities:

    • DM marketing using Linkedin
    • Admin tasks
    • Generate leads by implementing different outreach strategy
    • Prospecting and prequalifying leads using Sales Navigator

    Virtual Assistant

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    January 2022 to October 2022 (9 Months)

    Duties and Responsibilities:

    • Lead prospecting and lead outreach
    • Lead generation (qualify someone as a lead, attracting prospects to your business and increasing their interest through nurturing, all with the end goal of converting them into a customer.)
    • Community building

    Virtual Assistant

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    July 2021 to April 2023 (21 Months)

    Duties and Responsibilities:

    • Generate emails through AHREFS manually and send them through mail merge.
    • Pitchbox campaign management
    • Importing contacts to Pitchbox Campaigns
    • Prospecting + personalization (Pitchbox)
    • Inbox Management (Pitchbox shared inboxes)
    • Updating the spreadsheet with site suggestions
    • Link Building (guest post outreach & HARO pitching)
    • Web research
    • List building

    Recruitment Specialist

    Industry:

    Insurance

    Employment Period:

    April 2022 to December 2022 (8 Months)

    Duties and Responsibilities:

    • Lead generation using Linkedin
    • Prospect and pre-qualify leads using the Linkedin Sales navigator
    • Prospect and pre-qualify leads
    • DM marketing
    • Organic outreach to lead
    • Screening applicant
    • Post content on LinkedIn

    Virtual Assistant

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    September 2021 to April 2022 (7 Months)

    Duties and Responsibilities:

    • I performed the lead generation task using Apollo.io and Linkedin Sales Navigator. I am managing the client's social media (FB< IG< LI< Pinterest). Also, I manage the inbox of the email and schedule emails using Kartra.
      • Managing Shopify, GrooveKart & Slingly
      • Updating the description and SEO of each product
      • Generating traffic to the website
      • Editing store Website (Shopify, GrooveKart)
      • Implementing SEO on E-commerce (Etsy, Groovekart, Shopify)
      • Dubsado management
      • creating content and images/Responding to HARO
      • Generating traffic to Etsy website through SEO by 200%
      • Leverage social media tools so that I could find timely and relevant themes and create content resulting in a 30% increase in post engagement
      • Fluent in most popular scheduling tools like Hootsuite, Meta Business Suite

    Lead Generation Generalist (Part-Time)

    Industry:

    Hotel / Hospitality

    Employment Period:

    June 2021 to October 2021 (4 Months)

    Duties and Responsibilities:

    • Lead prospecting
    • Pre-qualify the leads
    • Collect the details of the leads
    • Put the information in the google sheet

    Researcher (Project-based)

    Industry:

    Others

    Employment Period:

    June 2021 to May 2022 (11 Months)

    Duties and Responsibilities:

    • Research a specific topic
    • Paraphrase each content
    • Put the data on Spreadsheet

    Lead Generation Generalist - Project Based

    Industry:

    Others

    Employment Period:

    June 2021 to August 2021 (2 Months)

    Duties and Responsibilities:

    • Lead prospecting
    • Pre-qualify the leads
    • Collect the details of the leads
    • Put the information in the google sheet

    Project Director

    Industry:

    Non-Profit Organisation / Social Services / NGO

    Employment Period:

    July 2019 to October 2021 (27 Months)

    Duties and Responsibilities:

    • Supervised a team of 9 members. Conducting regular individual assessments and monitoring the day-to-day activities of the Project
    • Documenting process and reports to National Office Create a year of activities with the corresponding budget and percent for each chart of accounts
    • Craft processes and manual operation of the Project Project management using the cloud-based software Connect
    • Create & Submit in a timely the documents asked by international office

    Bookkeeper

    Industry:

    Non-Profit Organisation / Social Services / NGO

    Employment Period:

    July 2018 to June 2019 (11 Months)

    Duties and Responsibilities:

    • Create a Monthly liquidation report
    • Documenting process and reports to National Office Participate in creating a year of activities with the corresponding budget and percent for each chart of accounts
    • Made a Disbursement Report,
    • Made a Monthly Financial Balance Report

    Secretary

    Industry:

    Government / Defence

    Employment Period:

    July 2018 to January 2020 (18 Months)

    Duties and Responsibilities:

    • In charge of keeping the barangay records
    • Preparing necessary documents and agenda of the meetings
    • Taking down the minutes of meetings, and other duties of similar nature
    • Submit documents to LGU
    • Provides administrative support to all barangay officers.
    • Assist the barangay chairman in implementing his duties and responsibilities.
    • Responsible for keeping the peace, public order, and safety in the community.
    • Works hand in hand with the different barangay officials in initiating and implementing various local projects.

    Education History

    Field of Study:

    Education/Teaching/Training

    Major:

    Graduation Date:

    March 30, 2007

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Lead GenerationSocial Media Management

    INTERMEDIATE ★★

      Data Entry, Graphic DesignLead GenerationProject ManagementSEOSocial Media Marketing

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Shared Room
    • Speed Test Result:
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: .
    • Processor: AMD Ryzen 5 4600 with Radeon Graphics 3.00GHz
    • Operating System: Windows 11

    All-inclusive Rate: USD $8.43/hr

    Paolo

    Candidate ID: 453375


    ADVANCED

      Salesforce CRM, Inbound Calls, Outbound Appointment Setting, Appointment Setting...

    INTERMEDIATE

      Technical Support, Telemarketing...

    Employment Preferences

    Availability:
    Full Time Part Time
    Preferred Timezone:
    Hourly & Monthly Rate:
    (inclusive of service fee)

    *Plus GST for Australian Businesses

    Part Time: $USD 9.37 per hour or $USD 811.98 per month

    Full Time: $USD 8.43 per hour or $USD 1461.50 per month

    Remote Staff Recruiter Comments

    Paolo has 4 years of relevant work experience.
    He performed different roles such as Technical Support Representative, Customer Support Representative and Virtual Assistant where he catered industries in the field of  telecommunications, food delivery service and franchising.
    He has served clients in the US and Australia.

    He has performed the following tasks:
    • Taking inbound calls
    • Chat and Email support
    • Appointment Setting
    • Cold Calling
    • Make Facebook advertisement
    • Photo Editing
    • Video editing
    • Conducting online presentations
    Proficient in using the tools/applications such as:
    • Salesforce
    • Zendesk
    • Zopim
    • Slack
    • Microsoft applications
    He is available to start immediately.

    Employment History

    Technical Support Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    May 2018 to November 2018 (6 Months)

    Duties and Responsibilities:

    • Work on troubleshooting customer's phone, internet and  TV boxes over the phone and providing technicians on- site.

    Blended - Customer, Email and Chat Support

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    November 2018 to October 2020 (22 Months)

    Duties and Responsibilities:

    • Tasked to answer calls, email and live chat.
    • Used Salesforce, Zendesk, Zopim as main tools
    • Answered inquiries from customers, riders and restaurants.

    Virtual Assistant

    Industry:

    Advertising / Marketing / Promotion / PR

    Employment Period:

    October 2020 to August 2022 (22 Months)

    Duties and Responsibilities:

    • Work on marketing campaigns for various products. 
    • Appointment Setting
    • Facebook Advertisement 
    • Basic Photo and Video Editing. Data Entry

    Chat Support Representative

    Industry:

    Call Center / IT-Enabled Services / BPO

    Employment Period:

    September 2022 to June 2023 (9 Months)

    Duties and Responsibilities:

    • Troubleshooting accounting software via chat Sales

    Telemarketer

    Industry:

    Consulting (Business & Management)

    Employment Period:

    June 2023 to July 2024 (13 Months)

    Duties and Responsibilities:

    • Cold Calling, Appointment Setter, Mid- level Representative

    Education History

    Field of Study:

    Marketing

    Major:

    Marketing Management

    Graduation Date:

    April 25, 2017

    Located In:

    Philippines

    License and Certification: :

    N/A


    Skills

    ADVANCED ★★★

      Salesforce CRM, Inbound Calls, Outbound Appointment Setting, Appointment Setting, Ad Campaign, English Language, Chat Support,

    INTERMEDIATE ★★

      Technical SupportTelemarketing

    Work at Home Capabilities:

    • Internet Bandwidth: Between 5mbps to 100mbps
    • Working Environment: Private Room
    • Speed Test Result: Download: 11.38, Upload: 18.18
    • Internet Type: Fiber
    • Hardware Type: Laptop
    • Brand Name: HP
    • Processor: Core I5
    • Operating System: Windows 10

    *includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.

    **Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.

    Finance

    Australia’s financial sector is heavily regulated by the Australian Securities and Investments Commission (ASIC). They require financial advisors and consultants to keep clients well-informed about the details and the agenda of each meeting.

    This is where appointment setters come in. With their experience and expertise, they coordinate appointments based on their advisors’ availability and client preferences.

    By offering prompt service, appointment setters enhance the client experience, and by extension, the advisor in question’s reputation.

    Real Estate

    Many real estate companies also rely on appointment setters to coordinate property viewings and client meetings.

    They liaise between agents and clients, scheduling appointments and facilitating communication to accommodate both parties’ schedules. They also offer clients a range of available viewing times and send reminders to minimise no-shows.

    By sending detailed confirmations and reminders, appointment setters help real estate companies give positive client experiences. This, in turn, can expedite property and purchase processes.

    Legal

    Lawyers and legal professionals need appointment setters to manage client meetings, court appearances, and other legal proceedings.

    Appointment setters coordinate complex schedules between attorneys, clients, witnesses, and court officials. For instance, they inform all parties about the time, location, and purpose of important meetings or court appearances.

    With effective appointment setting, law firms can provide timely and effective legal services within the AU legal system.

    Travel and Hospitality

    Meanwhile, travel agencies and hotels rely heavily on appointment setters to manage customer interactions and operational logistics.

    A professional appointment setter, for instance, schedules consultations with clients regarding travel plans and itineraries. They can also help hotels manage reservations during peak seasons to maximise occupancy rates.

    In both instances, proper appointment setting is necessary for businesses to remain competitive in the travel and hospitality industries.

    Beauty and Wellness

    Lastly, aesthetic clinics and wellness centers rely heavily on efficient appointment setting to coordinate client visits.

    They let customers know about available appointment times for haircuts, massages, or facials. Appointment setters also send out reminders to reduce the chances of customers missing appointments, which is crucial especially during peak season.

    Aside from scheduling, appointment setters also maintain accurate records of client appointments, preferences, and treatment histories. This improves customer satisfaction and, in turn, boosts overall business profitability in a highly competitive industry.

    Operational Excellence

    Find Your Appointment Setters Today.

    Hire a Remote Staff specialist to support operations while you take care of your business vision.

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    Tools and Techniques for Effective Appointment Setting

    Appointment setters use several tools to streamline the scheduling process. They also rely on certain techniques to reduce no-shows.

    Let’s take a look at some of them:

    CRM Systems

    These are vital tools that provide a centralised platform for managing client information and improving appointment setting.

    For example, CRM software like HubSpot gathers client data including contact details, preferences, and interaction history. This helps businesses help users personalise messages for potential clients.

    Additionally, CRM systems can send automated reminders via email or SMS. With the right software, an appointment setter can sync calendar apps to provide real-time availability updates.

    Scheduling Tools

    Online calendars and other platforms such as Monday.com, Trello, and SmartTask help are crucial for effective appointment setting.

    These tools show real-time availability, letting clients view open time slots and book appointments easily. This reduces the back-and-forth processes that come with manual scheduling.

    Many scheduling tools also offer analytics and reporting features, enabling businesses to track client preferences, appointment trends, and no-show rates.

    Script Development

    A good script is crucial for effective appointment setting. During initial client outreach, well-crafted scripts help appointment setters address potential client concerns directly- and get them to commit more successfully.

    An effective script typically includes the following:

    • Brief introduction;

    • Purpose of the call;

    • Value proposition; and

    • Call to action.

    Many appointment setters also prepare answers to common objections or questions to help secure an appointment. They update and refine these scripts based on feedback and outcomes to further improve the appointment-setting process.

    Follow-Up Strategies

    However, appointment setters accept rejection as part of the process. Sometimes, prospects simply aren’t ready to commit or purchase. So, good appointment setters have strategies for following up without being intrusive.

    For instance, there’s always a quick follow-up after the initial contact. If the client doesn’t respond, they send another message every few days to a week, with one personalised to address the client’s concerns or objections.

    More importantly, they follow Australian business etiquette, remaining courteous throughout.

    By consistently following up, appointment setters can increase conversion rates and retain strong client connections.

    Data Management

    Lastly, professional appointment setters keep accurate records of client interactions and appointments. They use CRM platforms to centralise client data, improving client relationship management.

    By maintaining accurate data management, they can personalise interactions based on past engagements to enhance client experience and increase appointment bookings.

    Tools and Techniques for Effective Appointment Setting

    Challenges and Solutions in Appointment Setting

    Getting clients to make and commit to appointments can be tough. Here are some common challenges and how hiring the right professionals can help you overcome them:

    High Rejection Rates

    Appointment setting is challenging due to high rejection rates from potential clients. Many customers may decline due to lack of interest or just plain old bad timing.

    So, how can a professional appointment setter help? Here are a just a few ways they can lower your rejection rates:

    • Refine and personalise scripts to make the benefits of your product or service more appealing;

    • Use data analytics from CRM systems to provide insights into client preferences; and

    • Offer flexible scheduling options.

    Done right, well-trained and highly-experienced appointment setters use these strategies to lower rejection rates, boost appointment success, and improve client acquisition and retention.

    No-Shows

    No-Shows

    Appointment setters also have to deal with no-shows. Left unchecked, these can disrupt schedules, waste resources, and affect client satisfaction.

    Trained professionals can significantly reduce no-shows by:

    • Implementing automated appointment reminders via email or SMS;

    • Sending messages after booking to solidify commitment;

    • Offering scheduling flexibility; and

    • Establishing clear cancellation policies.

    These strategies help businesses streamline their appointment setting for higher client satisfaction and attendance rates.

    Coordination Issues

    Managing multiple schedules and handling last-minute changes can be stressful.

    For example, managing appointments in the healthcare industry is challenging due to their high volume. To address this, appointment setters typically:

    • Use CRM systems with integrated calendar functionalities for real-time updates;

    • Confirm appointments and provide clear instructions to mitigate misunderstandings;

    • Ensure all parties are informed and prepared; and

    • Establish contingency plans or backup resources for unexpected cancellations.

    These solutions improve the client experience and enhance coordination efforts. Furthermore, the following strategies are also helpful:

    Training and Development

    Appointment setters are your company’s frontline representatives, so you should train them to behave in a way to engage your target audience better.

    Training and Development

    For instance, role-playing exercises provide practical experience to help them refine their approaches in different scenarios. It’s also helpful to have additional training for advanced scheduling tools and CRM systems.

    Technology Integration

    New technologies can disrupt workflows if you don’t break them in properly, so you need to prepare your staff accordingly.

    When implementing new software, it’s best to provide adequate training for your appointment setter/s beforehand. This allows them to familiarise themselves with the tool and understand its functionalities.

    Proactively involving them in the transition process gives them a sense of ownership and equips them with readiness to embrace changes.

    Feedback Mechanism

    Implementing effective feedback mechanisms can significantly improve the appointment-setting process. It allows you to gather insights from both clients and internal stakeholders.

    To do this, collect feedback from clients through surveys, post-appointment follow-ups, or direct conversations. Moreover, solicit feedback from your own staff to identify any training gaps and opportunities for streamlining workflows.

    Conclusion

    This proactive approach helps foster a culture of continuous improvement, allowing your business to adapt to evolving client and industry demands.

    Conclusion

    Appointment setting can be challenging on your own, but you can get better results with far less stress if you delegate it to professionals.

    The right ones can provide various appointment-setting benefits like lead generation, customised solutions, and enhanced customer engagement. This frees you up to focus on your core functions and grow your business faster.

    Maintain a growing customer pipeline and build a more stable business by delegating appointment setting to a professional today!

    Want to streamline your business operations? Check out these 100 AI prompts.
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    Syrine is studying law while working as a content writer. When she’s not writing or studying, she engages in tutoring, events planning, and social media browsing. In 2021, she published her book, Stellar Thoughts.

    About The Author

    Syrine is studying law while working as a content writer. When she’s not writing or studying, she engages in tutoring, events planning, and social media browsing. In 2021, she published her book, Stellar Thoughts.

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