5+ points | Appointment Setter (Read Description) earn up to $2,000

Appointment Setter Role Overview
Hours:

8am-4pm CST, Monday-Friday
Full-time position, 30-40 hours/week

Mission:
To drive new business revenue by:

Generating conversations with new potential clients.
Reaching out via Instagram, LinkedIn, Twitter, and managing CRM for existing leads.
Following up with leads who initially didn’t close.

Channels & Daily Reach Goals
Instagram: 25 DMs/day
LinkedIn: 50 messages/day

Twitter: 50 messages/day
CRM: Manage messages and follow-ups from other lead sources

Goals & Key Performance Indicators (KPIs)
Appointments & Closing Ratio:
Maintain a minimum 20% closing ratio for “live call” appointments.
Ensure an 80% appointment show rate.
Daily Administrative Tasks:
Attend team huddles (9am via Zoom) with updated projections, numbers, and wins.
Complete end-of-day reporting, projections, team tracking, and CRM updates.

Daily Responsibilities
Morning Huddle:
Be prepared with daily numbers, projections, wins, and questions.
End-of-Day Tasks:
Submit a report, update personal and team tracking sheets, and the CRM deal pipeline.
Ensure deals are in the correct stages, with updated notes and follow-up tasks.
Follow-Up and Preparation:
Confirm the next day’s appointments.
Prepare for the following day’s meeting.

Core Competencies
People Skills: Ability to build rapport and communicate effectively.
Integrity: Follow through and only enroll clients who fit well.
Leadership: Guide prospects to the best decisions.
Work Ethic & Hunger: Maintain drive and effort.
Proactivity: Self-awareness to manage projections and adjust behavior.
Attention to Detail: Keep accurate records in CRM and reports.
High Standards: Maintain and demonstrate high standards to prospects.
Poise: Handle pressure and make thoughtful, firm decisions.

Specialist Position Notes
Flexibility: Make your own schedule but ensure 80 set calls per month.
Communication: Be available on Slack from 8am-4pm CST.
Time Off: Request off in advance as needed.

Compensation
Base Salary: $400/month
Commission: $35 for each qualified appointment that shows up.
Bonuses:
$200 bonus for each client booked and signed on.
Potential earnings: If 20 appointments are booked, 15 show up, and 5 sign on, total earnings would be $2,000 (including base pay).