IN THIS BLOG
- ➤
What is an Appointment Setter? - ➤
Key Skills for Appointment Setters - ➤
The Importance of Appointment Setting - ➤
Appointment Setting in the Australian Context - ➤
AU Industries Where Appointment Setting Plays a Crucial Role - ➤
Tools and Techniques for Effective Appointment Setting - ➤
Challenges and Solutions in Appointment Setting - ➤
Conclusion
Keeping track of meetings and 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.
What is an Appointment Setter?
An appointment setter is typically a professional who remotely handles appointments on behalf of a company or individual. Their primary 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.
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
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.
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.
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.
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.
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:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $6.69/hr
Levilyn
Candidate ID: 422857
ADVANCED
-
Customer Service, Administrative Support, Retention, Account Validation...
INTERMEDIATE
-
Microsoft Office, CRM, Google Apps, Team Management...
Median Rate
$6.69
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.98 per hour or $USD 605.33 per month
Full Time: $USD 6.69 per hour or $USD 1159.61 per month
Remote Staff Recruiter Comments
- Levi has over eight years of experience in customer service and one year of experience as an appointment setter Worked for a BPO company providing support to US-based customers having issues with their internet service
- Promoted as team lead where she managed a team of fifteen customer service agents Conducted coaching, assessments, and feedback to team members Handled escalation calls transferred from level one agents She also worked as an in-house customer service representative for a US-based bank Assisted customers with their credit card applications and provided updates on the status of the application At her most recent job, she was an appointment setter for an insurance and forms management system company in the US
- Contacted dental clinics offering product demos Send out product details and materials to interested prospects Schedule interested leads/prospects with the sales team for a product demo
- She is open to both part-time and full-time positions and is available to start immediately
Strongest Behavior
- Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.
- Somewhat casual with rules. More focused on the goal than how to get there; delegates some of the implementation details.
- Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.
Levilyn 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.
She 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.
Employment History
Engagement Specialist
Industry:
Human Resources Management / Consulting
Employment Period:
July 2021 to February 2024 (30 Months)
Duties and Responsibilities:
- Reaching out to prospect dental offices for Demo and possible Sale.
- Updating database with new information.
- Gathering important information needed on client's demo.
- Sending emails to prospect clients and following up on their schedules.
Customer Service Representative II
Industry:
Banking / Financial Services
Employment Period:
September 2017 to December 2020 (39 Months)
Duties and Responsibilities:
- Assisting customers on their credit card application.
- Providing status of the credit card application.
- Analyzing application for possible re-evaluation.
Account Supervisor
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2013 to April 2017 (48 Months)
Duties and Responsibilities:
- Leads and manages the team to provide optimal execution of call center operations activities
- Conducts performance management activities for team members supervised. Conducts timely planning, assessment, and feedback meetings as stipulated in the company's performance cycle.
- Handles escalation calls from CSR's as, exercising discernment on whether or not individuals are capable of handling complex customer calls.
- Prepares reports on top and bottom performers and cross-checks this with overall metrics for the account/program.
- Brainstorms with fellow Team Leaders and the Operations Manager to discuss various issues/problems faced by their respective teams Customer Care
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2011 to April 2013 (26 Months)
Duties and Responsibilities:
- Taking inbound call, assisting customer with their billing, basic technical issue, and ordering.
- Passing KPI such as AHT, CSAT, Sales, NPS following company standard quality.
- Performing critical thinking to resolve customer's reason for calling.
Education History
Field of Study:
Education/Teaching/Training
Major:
Business Teacher Education
Graduation Date:
May 4, 2007
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Customer Service, Administrative Support, Retention, Account Validation, Customer Handling, Appointment Setting, Outbound Appointment Setting, Inbound Calls,
INTERMEDIATE ★★
-
Microsoft Office, CRMGoogle AppsTeam ManagementTraining and DevelopmentOutbound Sales
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result: Download: 17.95, Upload: 36.88
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core i5-4300M
- Operating System: Windows 10
All-inclusive Rate: USD $15.53/hr
Prince
Candidate ID: 422834
ADVANCED
-
Appointment Setting, Lead Generation, Outbound Calling, Cold Calling...
INTERMEDIATE
-
Email management, Calendar Management, Time Management, Web Service Development...
Median Rate
$15.53
$17.06
if $1 = PHP52
$21.05
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 13.56 per hour or $USD 1175.35 per month
Remote Staff Recruiter Comments
- Prince Nel has more than 10 years of work experience in various fields. He worked in several BPOs, Sales and Recruitment Industries. Prince is proficient in the following skills:
- B2B
- Customer Support
- Inbound and Outbound Sales
- Lead Generation
- Appointment Setting
- Recruitment
- Boolean Search
- He is using the following tools:
- Seamless.io
- MS Dynamics
- CRM
- Sales Force
- Zoom info
- He can start ASAP for any part-time position.
Predictive Index Behavioral Profile - Altruist
predictiveindex.com/reference-profile/altruist/
Strongest Behaviors
- Drive to protect the company against risk by doing things in general accordance with established standards.
- Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.
- Detail-oriented and helpful; works comfortably as part of a team and often checks work.
- Relatively quick in connecting to others; reasonably open and sharing. Builds and leverages relationships to get work done.
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, Prince Nel 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. Prince Nel gets along easily with a wide variety of people.
Employment History
Sales Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2013 to May 2014 (8 Months)
Duties and Responsibilities:
- Answered Inbound Calls and booked hotel, flight, and car reservations
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2013 to May 2014 (8 Months)
Duties and Responsibilities:
- Responsible for assisting customers in processing their payment and sending them their ebill
- Assisted Customers with refund requests when needed and escalated disputes in their bill to my Manager or team lead
- Upsell customers with our plans that fit their monthly usage and budget
- Educate customers regarding their usage and the charges in their bill
- Assisted customers in troubleshooting their handsets
- Created Job Orders for Internet service connections for Boutique businesses in Australia.
Tech Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2014 to January 2015 (8 Months)
Duties and Responsibilities:
- Responsible for addressing and troubleshooting customers' concerns with their Windows PC/Laptop
- Assisted customers in updating their Windows Software
- Identified and reported bugs from the Windows software update to Microsoft Software Engineers
- I contributed 90% Customer Satisfaction Rate consistently to our team
Tech Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2015 to October 2016 (20 Months)
Duties and Responsibilities:
- Responsible for addressing and troubleshooting customers' concerns with their Play Store account
- Assisted customers with refund requests and account recovery when needed
- Identified and reported bugs from the Play Store App to the play store developer.
- I contributed 90% Customer Satisfaction Rate consistently in our team.
Manager, Acquisitions and Partnerships
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2021 to August 2021 (1 Months)
Duties and Responsibilities:
- Responsible for Account Management and Client Engagement
- Developed and implemented more strategic and measurable department KPIs
- Responsible for lead generation
- Managed and mentored team of 10 full-time sales representative
Executive Recruiter
Industry:
Human Resources Management / Consulting
Employment Period:
July 2021 to October 2022 (14 Months)
Duties and Responsibilities:
- Responsible for sourcing, screening, verifying, and reference checking candidates from Senior Level to Support roles in the IT, Public Accounting and Supply Chain field
- Reach out to passive candidates and schedule Interviews with my Managing Director or Sr. Recruiter.
- Served as a liaison between Sales and Recruitment
- Conduct Interviews for Sr. Level Executive and Support roles
- Do write ups for candidates and submit them to the client
- Shortlist candidates and Input them in the CRM
Project Manager, Sales and Marketing
Industry:
Retail / Merchandise
Employment Period:
December 2016 to December 2019 (36 Months)
Duties and Responsibilities:
- Led and implemented Sales and Marketing Initiatives and projects
- Responsible for Administrative task such as Record Keeping, Bookkeeping and Customer Relations Management
- Served as a liaison between Sales, Marketing, Suppliers, Customers and Investors
- Responsible for the entire project management cycle, from Initiating and planning to executing and closing the process
- Negotiated and Purchased items from big box retailers
- Responsible for web development and partnership with eCommerce platforms in the Philippines such as Lazada and Shopee.
- Created strategic Proposal to potential investors
Executive Recruiter
Industry:
Human Resources Management / Consulting
Employment Period:
December 2020 to May 2021 (5 Months)
Duties and Responsibilities:
- Responsible for sourcing, screening, verifying, and reference checking candidates from Senior Level to Support roles in the IT, Public Accounting and Supply Chain field
- Reach out to passive candidates
- Served as a liaison between Sales and Recruitment
- Conduct Interviews for Senior Level Executive and Support roles
- Do write-ups for candidates and submit them to the client
- Shortlist candidates and Input them in the CRM
Sales Account Executive
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2020 to June 2021 (16 Months)
Duties and Responsibilities:
- Performed Outbound Sales, Appointment Setting, Lead Generation and Social Selling
- Responsible for Account Management and Client Engagement
- Updated and Input the Client information in the CRM
- Conducted Discovery Call and send proposal to Qualified Clients
- Conducted Research and Prospecting to find new clients and fill our sales pipeline.
- Championed our services to clients and closed 5 accounts within 12 months.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accounting
Graduation Date:
October 30, 2011
Located In:
Philippines
License and Certification: :
In this course, I did immersion in full cycle accountin
Skills
ADVANCED ★★★
-
Appointment Setting, Lead Generation, Outbound Calling, Cold Calling, LinkedIn Marketing, LinkedIn Lead Generation, Facebook Ads, Social Media Marketing, Facebook Marketing, Analytical Skills, Problem solving, Presentations, CRM, VoIP, Recruiting, Executive search, Project Planning, Consultative Selling, B2B Lead Generation, B2B Marketing, B2B Telemarketing, Sourcing, Managerial Skills,
INTERMEDIATE ★★
-
Email managementCalendar ManagementTime ManagementWeb Service DevelopmentAdministration
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15015444887
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: System Model HP Laptop 15s-eq3xxx
- Processor: AMD Ryzen 5 5625U with Radeon Graphics, 2301 Mhz, 6 Core(s), 12 Logical Processor(s)
- Operating System: Windows 10
All-inclusive Rate: USD $7.28/hr
Michelle
Candidate ID: 419717
ADVANCED
-
Microsoft Office, Google Apps, Phone Support...
INTERMEDIATE
-
Administrative Support...
Median Rate
$7.28
$7.74
if $1 = PHP52
$8.94
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.28 per hour or $USD 630.85 per month
Full Time: $USD 7.28 per hour or $USD 1261.71 per month
Remote Staff Recruiter Comments
- Mitch has been employed by a local hospital for more than 20 years, serving in the position of a billing officer. She made the decision to start freelancing after the pandemic and worked in the real estate, educational, and manufacturing sectors, performing tasks like real estate virtual assistant, private ESL tutor, and accounting associate. She presently works as a part-time private ESL tutor with a flexible schedule and holds a bachelor's degree in accounting. She has an experience working for Russian, Japanese, Koreans, Indonesians and local clients.
- She took online classes to develop her skills in Project Management, Social Media Management, Facebook and Instagram Advertising, and Basic Graphic Designing.
- She was able to train a sales staff and generate 20% of the company's revenues for the previous year while she was employed by a real estate firm.
- She was exposed to the following tasks:
- General Admin
- Bookkeeping
- Billing
- Invoicing
- Customer Service
- Digital Marketing
- Social Media Management
- Product listing
- Appointment Setting
- B2C marketing
- Monitoring of Accounts Receivable
- Data entry
- Preparation of monthly reports
- She is proficient in using tools such as Office 365, MS Tools, Google Apps, Canva, Pick Monkey, Vector, SAP, Hubspot, Headline Analyzer, Mailchimp, Chat GPT, FB Ads Manager, Hootsuite, Trello, Grammarly and Quillbot.
- She has a basic knowledge in Xero and QuickBooks.
- She can start ASAP, amendable working any shifts and open to any full-time or part-time role.
Strongest Behaviors
- Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
- Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
- Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
- Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat".
Michelle 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.
Employment History
Accounting Associate
Industry:
Manufacturing / Production
Employment Period:
December 2022 to April 2023 (4 Months)
Duties and Responsibilities:
- Acceptance of Customer PO, Issuance of Invoices, packing List, and sales delivery notes. Maintenance of Receivable Account, Issuance of the dunning letter, and other Adhoc activities.
General VA
Industry:
Property / Real Estate
Employment Period:
April 2022 to March 2023 (11 Months)
Duties and Responsibilities:
- Digital Marketing and Customer Relations Management.
- Marketing campaign creation
- Appointment setting
- CRM Management
ESL Tutor
Industry:
Education
Employment Period:
February 2019 to September 2022 (43 Months)
Duties and Responsibilities:
- Facilitates online learning for foreign students. Creates realia and lesson memo.
Billing Officer
Industry:
Healthcare / Medical
Employment Period:
March 2002 to June 2019 (207 Months)
Duties and Responsibilities:
- Accepts payment from In and our patients, Summarizes daily cashier reports, Endorsement of charge invoices, and Coordinates with liaison officers for the prescribed Guarantee letter, Customer service, and other frontline services.
Bookkeeper
Industry:
Automobile / Automotive Ancillary / Vehicle
Employment Period:
May 2023 to July 2024 (13 Months)
Duties and Responsibilities:
- Bookkeeping and Tax Compliance
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accounting
Graduation Date:
April 22, 2000
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Microsoft Office, Google Apps, Phone Support,
INTERMEDIATE ★★
-
Administrative Support
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/th/result/15974819823
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Asus
- Processor: Intel(R) Core (TM) i5-9400 CPU @2.90GHz 2.30
- Operating System: Windows 10
All-inclusive Rate: USD $7.67/hr
Jamillah
Candidate ID: 399422
ADVANCED
-
Customer Service, Customer Support, Appointment Setting, Outbound Appointment Setting...
INTERMEDIATE
-
...
Median Rate
$7.67
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 5.71 per hour or $USD 494.73 per month
Remote Staff Recruiter Comments
- Jamillah is experienced in both customer service and appointment setting roles
- She worked for a BPO company providing support to customers in the United States
- Answered inquiries from customers regarding their mobile plan as well as assist in billing concerns
- Processed payments, account changes and orders
- She also worked as an email support agent answering inquiries from clients via email
- She also has experience as an appointment setter, contacting potential clients interested to sell their property and schedule them for a meeting with the client
- She is open for part-time positions and is available to start 2-weeks after getting hired
Predictive Index Behavioral Profile - Operator
Strongest Behaviors:
- Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
- Methodical, steady, and even-paced; loses productivity when interrupted.
Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, she will work within those standards to ensure repeated successes and high-quality results. Jamillah Zaara has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If she is responsible for establishing the process, she will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, she’ll expect that the process be followed consistently.
Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Jamillah Zaara will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.
Employment History
VIRTUAL ASSISTANT
Industry:
Property / Real Estate
Employment Period:
March 2020 to November 2020 (8 Months)
Duties and Responsibilities:
- Manage client database.
- Schedule appointments.
- Respond to customer inquiries and requests
- Tools Used:
- FollowupBoss
- RealGeeks
- Zillow/Premiere Agent Inbox
- Opcity Broker Portal Mobile App
- Realtor.com
- GNIAR MLS
LEAD GENERATION MANAGER
Industry:
Property / Real Estate
Employment Period:
August 2019 to March 2021 (19 Months)
Duties and Responsibilities:
- Prospect and conduct lead generation activities for new listing appointments.
- Manage all leads in contact database system, set and complete tasks in the system, and track all client communications
- Tools used for work:
- RESIMPLI
- Smarter Contacts
- Google Suite
- Slack
COLD CALLER
Industry:
Property / Real Estate
Employment Period:
February 2019 to August 2019 (5 Months)
Duties and Responsibilities:
- Placing outbound phone calls to potential leads-
- Answered and managed incoming and outgoing calls while recording accurate messages.
- Call potential customers by following calling list provided by supervisors.
- Answer any questions that the potential customer asks to the best of ability
- Tools used for Work:
- Zencall
- Podio
EMAIL SUPPORT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2018 to February 2019 (12 Months)
Duties and Responsibilities:
- Answered all emails received by clients and resolved their queries and complaints about a daily basis ·
- Read e-mails and sort them according to priority ·
- Ensured that all the e-mail communication activities are performed in accordance with the company policies
- Tools used for work:
- Zendesk
- Slack
- Google Suite
CUSTOMER SERVICE REPRENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2015 to January 2018 (36 Months)
Duties and Responsibilities:
- Assist and answers customer queries.
- Assist customers with their billing concerns
- Process Payments, Account Changes,
- Service Plan Changes, Upgrades, and Downgrades
- Assist customers in processing online orders, shipping and tracking of new and replacement devices
- Provide basic troubleshooting steps.
- Tools Used: CRM
Education History
Field of Study:
Dentistry
Major:
Dentistry
Graduation Date:
January 7, 2002
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Nursing
Major:
Nursing
Graduation Date:
April 9, 2009
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Customer Service, Customer Support, Appointment Setting, Outbound Appointment Setting, Cold Calling,
INTERMEDIATE ★★
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Gigabyte
- Processor: Intel Core i5-9400
- Operating System: Windows 10
All-inclusive Rate: USD $8.16/hr
Jane
Candidate ID: 380889
ADVANCED
-
Administrative Skills, Sales Management, Real Estate, Social Media Management...
INTERMEDIATE
-
Bookkeeping...
Median Rate
$8.16
$8.74
if $1 = PHP52
$10.24
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.16 per hour or $USD 1414.85 per month
Remote Staff Recruiter Comments
Jane Pauline is an experienced administrative and customer service professional with a strong background in property management, sales, and client-facing roles. She has held progressively responsible positions in both the real estate and healthcare sectors, particularly in sales and account management capacities. Her communication and coordination skills stand out, especially in environments requiring client engagement, scheduling, and lead conversion.
Skills- Advanced: Real Estate, Property Management, Social Media Management, Sales Management, Administrative Support
- Intermediate: Bookkeeping
- Soft Skills: Strong communicator, client-centric, detail-oriented, team player
- Client-Facing Experience: Demonstrated ability to manage client relationships, resolve concerns, and handle inquiries across phone, email, and chat platforms.
- Property Management Proficiency: Full cycle of property listings, showings, and tenant support.
- Sales and Marketing Exposure: Proven lead generation and funnel management from various sales roles.
- Healthcare Industry Familiarity: Previous roles with Becton Dickinson and Roche.
Predictive Index Behavioral Profile - Artisan
- Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
- Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
- Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
Behavioral Summary
Pauline 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.
With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Pauline plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
Sales Development Representative
Industry:
Construction / Building / Engineering
Employment Period:
April 2021 to November 2023 (31 Months)
Duties and Responsibilities:
- Developed sales strategies to attract potential buyers and generate new leads
- Initiated contact with potential customers through cold calling and responding to inquiries from advertisements
- Established and nurtured relationships with customers to understand their needs and qualify their interests
- Presented product information tailored to customer needs
- Guided solid leads through the marketing funnel, facilitating connections with sales personnel and arranging meetings
Assistant Property Manager
Industry:
Property / Real Estate
Employment Period:
December 2021 to July 2025 (43 Months)
Duties and Responsibilities:
- Responded to tenant inquiries, questions, and concerns via phone, email, or chat
- Handled maintenance requests and coordinated repairs with contractors
- Created property listings for online platforms and real estate websites
- Managed social media accounts and posted property listings
- Scheduled and organized property showings and open houses, ensuring seamless coordination between real estate agents, clients, and potential buyers, including managing logistics, timing, and communication
Account Executive
Industry:
BioTechnology / Pharmaceutical / Clinical research
Employment Period:
January 2020 to April 2021 (15 Months)
Duties and Responsibilities:
- Executed effective sales strategies and initiatives to achieve or exceed sales targets within the assigned area consistently
- Oversaw and ensured the provision of statistical information such as census and pricing to finance for final proposal preparation
- Identified customers' changing needs to improve customer experience and provided creative solutions or products
Product Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2017 to December 2019 (32 Months)
Duties and Responsibilities:
- Collaborated with a wide range of Healthcare Professionals to educate them on the benefits, pricing, and features of products
- Conducted market analysis and comparisons to highlight the advantages of our products over competitors
- Facilitated the development of projects in medical, marketing, and sales to drive market share growth and enhance customer satisfaction
- Organized meetings, conducted group presentations, represented the organization at symposia and congresses, and maintained activity details on CRM systems
Technical Support Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2015 to March 2017 (20 Months)
Duties and Responsibilities:
- Assisted customers with troubleshooting and installation of equipment
- Maintained records of customer interactions
- Collaborated with others to improve company system requirements
Education History
Field of Study:
BioTechnology
Major:
Medical Technology
Graduation Date:
January 1, 2015
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Skills, Sales Management, Real Estate, Social Media Management, Property Management,
INTERMEDIATE ★★
-
Bookkeeping
Work at Home Capabilities:
- Internet Bandwidth: N/A
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: N/A
- Processor: N/A
- Operating System: N/A
All-inclusive Rate: USD $8.65/hr
Rey
Candidate ID: 356726
ADVANCED
-
Customer Service, Appointment Setting, B2B Telemarketing, B2C Telemarketing...
INTERMEDIATE
-
Reservation, Lead Generation...
Median Rate
$8.65
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.65 per hour or $USD 749.96 per month
Full Time: $USD 8.65 per hour or $USD 1499.92 per month
Remote Staff Recruiter Comments
- Rey is a graduate of Hotel and Restaurant Management with over 20 years of experience. On the early years of his career, he joined hospitality and transportation companies as Guest Service Agent and Flight Attendant. He was then employed in a retail company for 10 years and held progressive roles to Operations Manager. in September 2017, he transitioned to working remotely and held sales roles for real estate and medical businesses to name a few. He showcased his expertise with the following to US, UK, and Australia-based clients:
- Cold Calling
- Appointment setting
- Email Marketing
- Skip tracing
- Lead generation and scrubbing
- Telemarketing
- Customer service
- In addition, he used to work for Remote Staff clients in the manufacturing and real estate as Appointment Setter and Outbound Sales Specialist.
- He used a variety of tools and applications like Salesforce, KVCore, Chime, RESimpli, Podio, Pipeline Platform, Vulcan 7, Hubspot, Follow Up Boss, Trello, REI BlackBook, Sage Act, Propstream, Zillow, Redfin, Trulia and Yelp.
- He can start anytime.
- He is amenable to working on any shift, whether part-time or full-time.
Strongest Behaviors
- 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.
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
Rey Frederick 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.
With experience and/or training, Rey Frederick will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Rey Frederick is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
Sales/Marketing Specialist (Home Based)
Industry:
Consulting (Business & Management)
Employment Period:
February 2020 to April 2020 (2 Months)
Duties and Responsibilities:
- Provides customer service in a timely manner via several means which include email, telephone and live chat.
- Acts as a liaison between customers and management in order to enhance the overall customer experience. experience. Analyzes complaints from customers and provides adequate resolutions.
- Tracks proposed resolutions and follows up with customers in a timely fashion.
- Prepares documents and reports for future reference.
- Trains peers in good customer service.
- Develops and maintains vast knowledge of the products and services being offered.
- Conduct surveys regarding products, services and customer service experiences.
- Communicates customer feedback to various teams—including technical and marketing departments—in order to improve the overall customer experience.
Guest Service Agent
Industry:
Hotel / Hospitality
Employment Period:
January 1994 to April 1996 (26 Months)
Duties and Responsibilities:
- Check in guest
- Confirmation of airline Ticket
- Answering guest inquiries
- Doing reports in the midnight shifts
Flight Attendant
Industry:
Transportation / Logistics
Employment Period:
April 1996 to October 1997 (18 Months)
Duties and Responsibilities:
- Assist passengers to their seats
- Help them to put their luggage at the overhead bins.
- Serve them food during the flight
Front Desk Agent
Industry:
Hotel / Hospitality
Employment Period:
October 1997 to July 1998 (9 Months)
Duties and Responsibilities:
- Check in and check out the guest
- Cashiering (Changing foreign exchange)
- Confirmation of airline ticket
- Answering guest inquiries
- Doing reports in the midnight shifts
Operations Manager
Industry:
Retail / Merchandise
Employment Period:
May 2000 to August 2015 (183 Months)
Duties and Responsibilities:
- Purchasing of food and non food products
- Supervises the deliveries and inventory
- Promotion of food products like mozzarella, unsalted butter, olive oil etc.and Non-food products like dish washing liquid, liquid hand soap,trash bags etc.to penetrate target segments
- Servicing customer requirements
- Sourcing of new suppliers, negotiate partnership set-up including trade discounts and credit terms
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2015 to March 2016 (6 Months)
Duties and Responsibilities:
- Answers inbound and outbound calls
- Handle financial account
Accredited Sales Consultant
Industry:
Property / Real Estate
Employment Period:
April 2016 to September 2017 (17 Months)
Duties and Responsibilities:
- Sell condominium, townhouse and other real estate properties
- Assist with loans and leasing
- Helping clients to sell their properties
- Property furnishing
- Property interior design
Inside Sales Associate/Appointment Setter/Virtual Assistant (Home Based)
Industry:
Property / Real Estate
Employment Period:
September 2017 to January 2018 (4 Months)
Duties and Responsibilities:
- Initiate prospecting clients in the United States
- Making appointments agents/broker
- Making reports
- Doing Live Transfers clients to agent/broker
- Doing role plays everyday
- Follow up calls clients and agents/brokers
Appointment Setter (Home Based)
Industry:
Healthcare / Medical
Employment Period:
February 2018 to March 2019 (13 Months)
Duties and Responsibilities:
- Calling clients and making appointments for the Sales Representative in Australia
- Follow up calls for the clients to make appointments
- Attending sales meeting every week in Australia using zoom video communications
- Sending emails to the clients confirming their appointment with us and replying if they have inquiries/clarifications with the appointments or products
- Making reports
Freelance Cold Caller / Appointment Setter
Industry:
Others
Employment Period:
May 2020 to October 2023 (41 Months)
Duties and Responsibilities:
- Cold calling
- Using Mojo dialer and putting appointments in CRM Podio
Appointment Setter
Industry:
Property / Real Estate
Employment Period:
January 2023 to January 2026 (36 Months)
Duties and Responsibilities:
AVIAN AUSTRALIA (3D Laser Scanning, Surveying & Reality Capture Solutions for AEC Sector)
Appointment Setter (Online/ Homebased)
-
Outbound sales and calls to both new and existing clients
-
Calling Architects, Engineers and Construction Industry
PROPERTY VALUE SOLUTIONS (U.S.A REAL ESTATE INVESTOR)
Acquisition Manager (Online/ Homebased)
-
Calling Property Owners to give a Cash Offer
-
Sending purchase agreement to the property owners to sign it
-
Running comps and getting ARV
REMEDI HOME SOLUTIONS (U.S.A REAL ESTATE INVESTOR)
Cold Caller / Appointment Setter (Online/ Homebased)
-
Calling Property Owners to see if they are interested to sell their property with a Cash Offer
Education History
Field of Study:
Hospitality/Tourism/Hotel Management
Major:
Hotel and Restaurant Management
Graduation Date:
March 1, 1993
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Customer Service, Appointment Setting, B2B Telemarketing, B2C Telemarketing, Outbound Sales, Sales, Salesforce CRM, Real Estate, Predictive Dialer System, Phone Support, Outbound Telemarketing, Outbound Appointment Setting, Microsoft Word, Microsoft Excel, Listening Skills, Inbound Sales, Inbound Calls, Google Spreadsheet, Google Sheets, Google Drive, Google Calendar, Gmail, Customer Support, Customer Handling, CRM, Cold Calling, B2B Calling,
INTERMEDIATE ★★
-
ReservationLead Generation
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $7.67/hr
Elena
Candidate ID: 310128
ADVANCED
-
Call Management, Customer Service, Data Entry, Email Support...
INTERMEDIATE
-
English Tutoring, Google Spreadsheet, Executive Assistance, Organizational Skills...
Median Rate
$7.67
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.67 per hour or $USD 664.88 per month
Remote Staff Recruiter Comments
- Candidate started working in BPO companies way back 2009.
- She was also engaged in doing freelance roles while working with these BPO companies and worked as a Freelancer
- She worked for different roles doing customer service, back office tasks, virtual assistance, Sales and as a teacher in organizations/school.
- For her BPO experience she handled clients from US & Australia.
- Elena worked with different eCommerce platforms
- Amazon
- Shopify
- She was able to handle financial accounts credit cards and for Retail Gas & electricity provider industry.
- Tools that she used:
- CRM
- REI simple - Database
- Zoho
- SAP
- Mojo Dialler
- Zencall
- Keap
- Hubspot
Predictive Index Behavioral Profile - Individualist
https://www.predictiveindex.com/reference-profile/individualist/
Strongest Behaviors:
- Strongly persistent. Pursues goals in very deliberate and systematic manner, even when setbacks or failures occur. Opinionated; only changes when absolutely required.
- Extremely casual with rules. With strong focus on the goals rather than the implementation, will bend the rules in order to meet objectives. Very freely delegates details.
- Seemingly carefree; unruffled, unflappable, and unworried. Takes each day as it comes and consistently follows the predictable routines.
Elena 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, Elena is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.
In expressing and acting on her ideas, Elena is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set she’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.
Employment History
VIRTUAL ASSISTANT/ APPOINTMENT SETTER (FREELANCE)
Industry:
Property / Real Estate
Employment Period:
May 2016 to October 2020 (53 Months)
Duties and Responsibilities:
- Ensure that everyone cultivates effective business relationships especially with the executive decision makers.
- Get to work with different industries like real estate and computer software companies.
- Had worked with different ESL companies as well.
- But to the most part, I worked as a Virtual Assistant with a US client owning a real estate company. I assist him with calendar management, email management and also assist/help my client in buying properties in the US.
CHILDREN'S MINISTRY COORDINATOR
Industry:
Non-Profit Organisation / Social Services / NGO
Employment Period:
April 2018 to April 2019 (12 Months)
Duties and Responsibilities:
- Delegate responsibility among colleagues and youth to enforce tasks with certainty and accuracy.
- Monitored all programs are done according to what was planned, if not, to something that will have great results.
ADMIN ASSISTANT/ASSISTANT PRESCHOOL TEACHER
Industry:
Education
Employment Period:
April 2017 to April 2018 (12 Months)
Duties and Responsibilities:
- Provided various kinds of administrative assistance to the school.
- Answered phones, responded to emails, printing of documents, sending and processing invoices and scheduling meetings. Worked on multiple projects or tasks at once.
- Assisted the lead teacher in handling a preschool class
FINANCIAL ADVISOR
Industry:
Banking / Financial Services
Employment Period:
October 2014 to April 2016 (18 Months)
Duties and Responsibilities:
- Creates a lasting relationship with the customers. Ensures that they are satisfied with our services.
- Provides great customer service among our clients all over the world.
- Develops negotiating strategies, examining risks and potentials.
- Processes customers' requests - balance transfer, card replacement, adding supplementary cards, process over-the-phone payments, merchant verification
SENIOR PROCESS ASSOCIATE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2013 to September 2014 (14 Months)
Duties and Responsibilities:
- Handled a gas and electricity provider in Australia. We monitor the materials and the availability of the resources. Sends people to our customers' address to have gas pipes and electric meter installed.
- Was a part of the back office team where a system is being used to ensure that the customers’ queries and concerns were addressed in a timely manner.
PROCESS ASSOCIATE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2009 to March 2012 (36 Months)
Duties and Responsibilities:
- Handled a prepaid debit card provider in the US who catered to clients from different US establishments.
- Was initially part of the Activations team (activates newly-registered card). Was upskilled for the Customer Service Department that involved proper coordination to the internal management team. Answers customers' queries and process requests like payment, Balance Transfer, card replacement, etc.
- Was promoted to the Lost and Stolen Team that handles compromised cards. Also been to Disputes and Escalations Department where we were well-trained to provide solution to the most complicated issues whether by the client or by the operations.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
OPERATIONS MANAGEMENT
Graduation Date:
February 1, 2017
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Call Management, Customer Service, Data Entry, Email Support, Inbound Collections, Inbound Lead Generation, Outbound Appointment Setting, People Skills, Phone Support,
INTERMEDIATE ★★
-
English TutoringGoogle SpreadsheetExecutive AssistanceOrganizational Skills
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Acer
- Processor: Intel i5
- Operating System: Windows 10
All-inclusive Rate: USD $7.18/hr
Lee
Candidate ID: 308181
ADVANCED
-
Customer Service, Customer Support, Inbound Calls, Outbound Calling...
INTERMEDIATE
-
Chat Support, Email management...
Median Rate
$7.18
$7.63
if $1 = PHP52
$8.79
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 7.18 per hour or $USD 1244.69 per month
Remote Staff Recruiter Comments
- Candidate has more than 8 years of experience in the BPO industry.
- He worked as Customer Service Representatives and was promoted twice as Team Leader and Senior Team Leader.
- Lee worked under Telecommunication, Financial, Retail and Real Estate Campaign under US, AU and UK Client.
- His expertise would be in Sales and Customer Support. He also trained new hired employees with Software and Product Learning when he was Senior Team Lead.
- He gained experience in:
- Customer Support
- Sales (Inbound/Outbound)
- Appointment Setting
- Lead Generation
- Cold Calling
- He is knowledgeable in tools such as:
- Podio
- Slack
- SalesForce
- CRM
- Ringcentral
- Netsuite
- Avaya
- PDA Software
- Convoso
- Skype
- Rest Software
- Microsoft Applications
- He can star immediately
Predictive Index Behavioral Profile - Specialist
https://www.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.
Lee 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 Lee, who takes responsibilities very seriously.
With experience and/or training, Lee will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Lee is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
ASSISTANT PROPERTY MANAGER
Industry:
Property / Real Estate
Employment Period:
November 2021 to April 2022 (5 Months)
Duties and Responsibilities:
- Check emails and respond to tenants’ inquiries
- Update Airtable every now and then
- Check online application in Inspect Real Estate
- Call Rental and Employment References through Zoiper
- Call Prospect and request for documents needed to proceed with application -Create New Tenancy in Property Tree
- Draft Lodge New Bond for New Tenancy through Bonds online
- Send Welcome Letter
- Upload Application Form and IDs in Property Tree
- Draft lease for New Tenancy document integrated REIWA Property Tree -Upload signed New Tenancy Lease in Property Tree
- Upload signed Lease and update lease start and end date through Property Tree -Draft lease renewal document integrated REIWA Property Tree
- Draft rent increase Form 10 integrated REIWA Property Tree
- Draft Bond Variation online
- Process Invoicing tenants through Property Tree
- Update Rent increase date in Property Tree
- Draft inspection report through Inspection Express
- Generate CMA (Comparative Market Analysis) Report through RP Data Core Logic -Extract and generate Lease Expiry through Property Tree to Airtable
- Extract and generate Rent Review Expiry through Property Tree to Airtable
- Extract and generate Arrears through Property Tree to Airtable
- Gather information in realestate.com.au for Suburb stock, Surrounding Suburb Stock and Median Rent -Email tenant of their intention before lease expires
- Inform and communicates with Property Managers through MS Teams or through Outlook
- Update cloud-base (Fresh Cloud) spreadsheet of Property Managers Lease Renewal Fees
- Advise and remind Property Managers if lease has not been returned by the Tenant
- Attend morning meetings everyday with Property Managers
- Attend weekly Property Manager's Meeting
Customer Service Representative
Industry:
Telecommunication
Employment Period:
September 2011 to October 2012 (13 Months)
Duties and Responsibilities:
- Assist customers in porting of numbers
- Assist customers in troubleshooting their phones
Customer Service / Technical Support
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2012 to June 2013 (5 Months)
Duties and Responsibilities:
- Receive inbound calls from customer and assist them by troubleshooting their internet modem
- Provide an option and walk through with the step by step troubleshooting
- Schedule maintenance and Technician visit to customer's location
- Make sure that KPI's are met and exceed the expectation
Chat Support Representative( Norton Symantec)
Industry:
Computer / Information Technology (Software)
Employment Period:
August 2013 to February 2014 (6 Months)
Duties and Responsibilities:
- Receive incoming chats worldwide
- Assist customer with their Anti-virus issue
- Basic troubleshooting by remote access to customers computer
- Uninstalling and reinstalling Norton Anti-Virus
- Removing of virus mannually through remote access
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2013 to December 2014 (19 Months)
Duties and Responsibilities:
- Receive inbound calls from customer and assist them with activating their Netspend card
- Provide exceptional customer service
- Provide accurate information of transactions made and breakdown
VA (PROPERTY MANAGER)
Industry:
Property / Real Estate
Employment Period:
January 2014 to June 2016 (29 Months)
Duties and Responsibilities:
- Team Huddle and discuss what should be prioritized.
- Check email if rental Prospects sent their application form
- Review the form if there are missing field that the Prospect missed
- Call Landlord, co-worker, supervisor or manager as their reference number for background checking
- Review and send contracts via Email
- Contact Prospect that the application was approved, sign the contract and ask if when to move in
- Email and text to existing tenants reminding them to pay their monthly rental
- Email tenants of their eviction letter from court
- Contact repair man and schedule for repair
Senior Team Leader
Industry:
Healthcare / Medical
Employment Period:
February 2017 to May 2019 (26 Months)
Duties and Responsibilities:
- In charge of daily operation
- Interviewing of applicants
- Training of New Hires ( Account Specific )
- Reporting and discussing bonus Grid to the CEO
- Interviewing, Training and assigning of Doctors task for DME prescription
- Ensuring that agents met the expected Sales Quota for the day
Team Leader II
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2019 to July 2021 (19 Months)
Duties and Responsibilities:
- Coaching and feedback to 15 agents
- Upload and serve sanctions during coaching session
- Extract and filter Team Break and Shifting Schedule to G-sheet
- Collate pay disputes for the whole site
- Huddle and update team standing
- Tracks all system issues reported by the agent
- Other Admin Tasks assigned by Operations Supervisor
Education History
Field of Study:
Hospitality/Tourism/Hotel Management
Major:
BSMT
Graduation Date:
March 15, 2005
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Customer Service, Customer Support, Inbound Calls, Outbound Calling, Virtual Assistant Skills, Leadership, Team Management,
INTERMEDIATE ★★
-
Chat SupportEmail management
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: Download: 16.42, Upload: 33.78
- Internet Type: DSL
- Hardware Type: Desktop
- Brand Name: Dell
- Processor: Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $8.65/hr
Kathleen
Candidate ID: 284054
ADVANCED
-
Outbound Calling, Cold Calling, Appointment Setting, Lead Generation...
INTERMEDIATE
-
Social Media Management...
Median Rate
$8.65
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.65 per hour or $USD 749.96 per month
Full Time: $USD 8.65 per hour or $USD 1499.92 per month
Remote Staff Recruiter Comments
- Kath has been working remotely for 11 years now. She acquired a degree in Nursing in 2010. After her stint with a local magazine company, she shifted to remote work and started as an ESL Online Teacher to Chinese students. After 3 years, she joined a Singapore-based HR consulting company as an Appointment Setter. Most of her employment after that was with clients from the UK, Canada, and the US engaging in education, biotechnology, real estate, merchant, and cleaning industries.
- She became well-versed in performing the following:
- Appointment setting
- B2B outbound sales
- Cold calling
- Emails and SMS outreach
- Social media management - LinkedIn, Instagram, and Facebook
- Lead generation
- Tutoring
- She is an adept user of Apollo.io, MailChimp, Go High-level, HubSpot, Salesforce, Zendesk, Microsoft Office Apps (Outlook, Excel), Google Workspace (Document, Spreadsheet, Drive, Hangouts), Slack, Discord, Trello, Realestate.com.au, and PopStream.
- She can start anytime.
- She is amenable to working in any shift, whether part-time or full-time.
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.
Kathleen Maye 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.
With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Kathleen Maye plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
ESL Online Teacher
Industry:
Education
Employment Period:
February 2012 to August 2015 (42 Months)
Duties and Responsibilities:
- Online teacher to Chinese Students both Adults and Children. Teaching them basic English, helping them enhance their English communication skills
Appointment Setter
Industry:
Human Resources Management / Consulting
Employment Period:
June 2015 to June 2017 (24 Months)
Duties and Responsibilities:
- Calling all local companies in Singapore to assist them in hiring applicants on each vacant position that they have.
Lead Generator/Cold-caller
Industry:
Others
Employment Period:
February 2016 to December 2017 (21 Months)
Duties and Responsibilities:
- Calling leads to pre qualify them and transfer it to a live agent
Lead Gen Agent / Data Miner
Industry:
Human Resources Management / Consulting
Employment Period:
January 2017 to June 2018 (17 Months)
Duties and Responsibilities:
- Lead Mining, lead searching on different platforms, finding the names, emails and the best number to reach that person.
ESL Online Teacher
Industry:
Education
Employment Period:
April 2016 to August 2018 (27 Months)
Duties and Responsibilities:
- Online teacher to Korean Students both Adults and Children. Teaching them basic English, helping them enhance their English communication skills.
Virtual Assistant / Appointment Setter
Industry:
BioTechnology / Pharmaceutical / Clinical research
Employment Period:
November 2017 to February 2019 (15 Months)
Duties and Responsibilities:
- Calling business owners who might be interested to invest in Biotechnology.
Virtual Assistant for Real Estate
Industry:
Property / Real Estate
Employment Period:
February 2020 to August 2021 (18 Months)
Duties and Responsibilities:
- Cold Calling, calling how owners if they would be interested in selling or if they would consider selling their property.
- Sending text messages
Social Media Manager / Business Development Manager
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2021 to July 2023 (27 Months)
Duties and Responsibilities:
- Handling the company's Social Media accounts, promoting the company's services as well as sending emails to different prospects.
Virtual Assistant / Appointment Setter (Real Estate)
Industry:
Property / Real Estate
Employment Period:
September 2021 to January 2023 (16 Months)
Duties and Responsibilities:
- Cold Calling, calling home owners if they would be interested in selling, if they would consider selling their property, or if they do have other properties that they might consider selling.
Virtual Assistant for Real Estate
Industry:
Property / Real Estate
Employment Period:
April 2022 to December 2022 (8 Months)
Duties and Responsibilities:
- Cold Calling, calling owners if they would be interested in selling, if they would consider selling their property, or if they do have other properties that they might consider selling.
Appointment Setter
Industry:
Repair and Maintenance Services
Employment Period:
June 2023 to September 2023 (3 Months)
Duties and Responsibilities:
- Calling business owners to see if they are in need of cleaning services. We offer them a free site visit to check what help they need when it comes to our cleaning services.
Education History
Field of Study:
Nursing
Major:
Nursing
Graduation Date:
April 28, 2010
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Outbound Calling, Cold Calling, Appointment Setting, Lead Generation, Sales,
INTERMEDIATE ★★
-
Social Media Management
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Shared Room
- Speed Test Result: https://beta.speedtest.net/result/15326940171
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: N/A
- Processor: AMD Ryzen 5
- Operating System: Windows 10
All-inclusive Rate: USD $8.16/hr
Rally
Candidate ID: 259868
ADVANCED
-
B2B Lead Generation, B2B Telemarketing, B2C Lead Generation, B2C Calling...
INTERMEDIATE
-
Active Listening, B2C Telemarketing, B2C Lead Generation, B2B Lead Generation...
Median Rate
$8.16
$8.74
if $1 = PHP52
$10.24
if $1 = PHP40
Currency Fluctuation Range
*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.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.67 per hour or $USD 664.88 per month
Remote Staff Recruiter Comments
Areas of Work:
- Telemarketing
- Telesales
- Appointment Setting
- Lead Generation
- Data Entry
- Sales
- Customer Service
- Industries:
- Education
- Advertising / Marketing / Promotion / PR
- Property / Real Estate
- Manufacturing / Production
- Telecommunication
- Healthcare / Medical
Career Highlights / Relevant Projects:
- Tutor (Education)
- Taught basic English language to Japanese students.
- Appointment Setter (Education)
- Called B2B clients, introduced courses offered for Early Childhood Centers, NDIS, and Community Services and Health, and set appointments for managers.
- Outbound Sales Agent (Advertising / Marketing / Promotion / PR)
- Sold SEO services and website creation to various clients.
- Outbound Call Center Agent (Property / Real Estate)
- Set appointments for local closers in the UK, offering to buy or sell properties for homeowners.
- Telemarketer (Advertising / Marketing / Promotion / PR)
- Offered website services for natural-method therapists to display their details for a fee.
- Appointment Setter (Manufacturing / Production)
- Called private companies and government agencies to develop new parks or upgrade existing ones, providing park furniture and construction services.
- Appointment Setter (Telecommunication)
- Called for various industries, including construction, automotive insurance, and telecom services.
- Telemarketer / Appointment Setter / Lead Generator (Healthcare / Medical)
- Called for the American Diabetes Association, asking for donations.
- Appointment Setter (Advertising / Marketing / Promotion / PR)
- Offered SEO services to businesses, enhancing their online visibility on maps with different recognition levels.
Skills:
- Telemarketing
- Telesales
- Appointment Setting (Sets an average of 8 to 10 appointments per day)
- Lead Generation (Searches prospects and promotes their products and services)
- Data Entry (Updates necessary information for client's records)
- Active Listening (Intermediate)
- B2C Telemarketing (Intermediate)
- B2C Lead Generation (Intermediate)
- B2B Lead Generation (Intermediate)
- B2B Telemarketing (Intermediate)
- B2B Lead Generation (Advanced)
- B2B Telemarketing (Advanced)
- B2C Lead Generation (Advanced)
- B2C Calling (Advanced)
- Email Lead Generation (Advanced)
Tools:
- PipeDrive
- Vulcan7
- Mojo Dialer
- Google Spreadsheet
- MS Office tools (Word and Excel)
Rally is highly proficient in both B2C and B2B campaigns as well as cold calling, having handled Australian and US clients. He has experience in outbound calling, managing 40-50 leads daily, and closing out 3 sales opportunities per day. Additionally, he has handled incoming calls, receiving 1-2 calls per hour and promoting products and services to close out sales. Rally's excellent communication skills and ability to set appointments, generate leads, and manage data efficiently make him a valuable asset for any organization. As a Specialist, he brings a deep understanding and expertise in his field, ensuring quality and precision in his work.
Rally is ready to start immediately.
Employment History
Appointment setter
Industry:
Education
Employment Period:
August 2020 to May 2024 (44 Months)
Duties and Responsibilities:
- Calling B2B, introducing the courses offered at Traxion Training for Early Childhood Centers, NDIS and Community Services and Health.
- Setting appointments for the closers ( BDO, managers ).
Appointment Setter
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
December 2010 to March 2011 (3 Months)
Duties and Responsibilities:
- Calling businesses and offering ans SEO service we call Blue Dots.
- When some one searches for a business on the Australian map, sveral business with different colored 'dots' would appear offering different levels of recognition, where a Blue dots shows the business address, photo of the business and other relevant info.
Telemarketer/ Appointment setter/ Lead Generator
Industry:
Healthcare / Medical
Employment Period:
May 2011 to June 2011 (0 Months)
Duties and Responsibilities:
- Calling for the American Diabetes Association, and asking for donations.
Appointment Setter
Industry:
Telecommunication
Employment Period:
July 2011 to January 2013 (18 Months)
Duties and Responsibilities:
- Called for various industries, including construction, automotive insurance and AT&T telecom.
OUTBOUND SALES AGENT- Online Advertising
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
July 2020 to July 2020 (0 Months)
Duties and Responsibilities:
- Selling SEO service andwebsite creation.
Appointment setter
Industry:
Manufacturing / Production
Employment Period:
July 2017 to December 2018 (17 Months)
Duties and Responsibilities:
- Calling private companies and government agencies looking to develop new parks or make upgrades.
- We supply park furniture and do construction for creating new parks.
Outbound Call Center Agent
Industry:
Property / Real Estate
Employment Period:
July 2020 to July 2020 (0 Months)
Duties and Responsibilities:
- Setting appointments for the local closers in UK.
- I would be calling home owners and offering to buy their properties, or sell them for the home owners.
Telemarketer
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
January 2019 to March 2019 (2 Months)
Duties and Responsibilities:
- We offer a website where a natural-method therapist would have alltheir details be seen, for a fee.
Tutor
Industry:
Education
Employment Period:
June 2024 to July 2024 (1 Months)
Duties and Responsibilities:
- Teaching basic English language to Japanese students.
Lead Generation Specialist
Industry:
Consulting (Business & Management)
Employment Period:
October 2024 to July 2025 (8 Months)
Duties and Responsibilities:
- Outbound Calls & Emails: Initiate direct communication via phone and email to potential employers to introduce the platform and generate interest.
- Database Management: Leverage the company’s existing database of 20,000 businesses, supplementing it with your research to update and cross-match contacts.
- Appointment Setting: Schedule meetings between prospective clients and the Australian business development team, ensuring a seamless handover.
- CRM Management (if applicable): Maintain and organize client interactions, ensuring consistent follow-up and effective communication strategies.
- Research & Data Gathering: Conduct online research to identify new prospects and verify existing contact details using LinkedIn and other business directories.
- Reporting: Provide daily updates on outreach activities, leads generated, and meetings set.
Lead Generation specialist
Industry:
Healthcare / Medical
Employment Period:
October 2024 to June 2025 (8 Months)
Duties and Responsibilities:
Education History
Field of Study:
High School
Major:
Graduation Date:
March 1, 1980
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
B2B Lead Generation, B2B Telemarketing, B2C Lead Generation, B2C Calling, Email Lead Generation,
INTERMEDIATE ★★
-
Active ListeningB2C TelemarketingB2C Lead GenerationB2B Lead GenerationB2B Telemarketing
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/16486798389
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: Intel(R) Pentium(R) CPU 5405U @ 2.30 GHz 2.30 GHz
- Operating System: Windows 11
*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.
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.
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
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.
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.
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!
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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.
