lead qualification VA + appointment setter

Call inbound/outbound leads
Read a qualification script
Identify:
Interest level
Budget range
Timeframe (now / 30 days / just browsing)
Basic health situation (optional depending on script)
Separate:
???? Hot leads (ready now)
???? Warm leads (future follow-up)
?? Cold leads (disqualify or nurture)
Send you:
Name
Phone number
Best time to call
Notes from script

5. Basic sales mindset (not closing)

They don’t need to sell policies—but they must:

Understand urgency
Know how to move people toward booking an appointment
Be comfortable asking direct questions
6. Time discipline + consistency

They must:
Work set hours (especially US time zone if possible)
Follow daily call quotas
Hit lead contact goals (e.g. 50–150 calls/day depending on system)

?? Optional but HIGH VALUE skills
These make a VA really good instead of average:

Experience in insurance or Medicare leads
Cold calling experience
Appointment setting experience
Familiarity with CRMs + dialers
Handling objections (“I’m not interested”, “call me later”)