B2B Healthcare Appointment Setter for Australian Aged Care, NDIS, healthcare SaaS

Summary
We are looking for an experienced **appointment setter / SDR** to help book discovery calls for **Nomadic Care**, an Australian healthcare SaaS platform.

Nomadic Care supports care plan management, task tracking, client follow-up, progress tracking, documents, telehealth, communication, care team coordination and proactive care workflows such as falls prevention.

We are targeting Australian healthcare and care provider organisations, including aged care, NDIS, allied health, GP/chronic disease care and care coordination providers.

We will provide a researched lead list. Your role is to call these organisations, identify the right decision-maker, ask simple qualifying questions, capture useful notes, and book qualified discovery/demo calls.

This is **not a hard-closing role**. We want someone professional, calm, curious and confident on the phone.

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## Responsibilities

* Call Australian healthcare/care organisations during Australian business hours
* Identify the right contact, such as Operations Manager, Practice Manager, Clinical Lead, Service Manager, Director, Client Services Manager, Clinical Governance Manager or Digital Transformation Lead
* Ask short qualifying questions about care plan workflows, task tracking, client follow-up, progress visibility, compliance, client engagement and digital care coordination
* Book qualified discovery calls with Samin, the founder of Nomadic Care
* Update Zoho CRM with clear call notes, outcomes, objections, pain points and next steps
* Send simple standard follow-up emails only where instructed or where the prospect asks for information
* Provide a short end-of-day summary of promising leads that may need personalised follow-up from Samin

For the trial, you are **not expected to write detailed personalised sales emails**. Your main job is to call, qualify, capture useful notes and identify promising leads.

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## Ideal experience

Please apply if you have experience with:

* B2B appointment setting or cold calling
* Healthcare, aged care, NDIS, disability, allied health, clinic or medical outreach
* SaaS or software sales
* Australian business calling
* CRM updates using Zoho, HubSpot, Salesforce or similar
* Booking discovery/demo calls
* Speaking with business owners, practice managers, operations managers or clinical leaders

We are **not looking for a generic VA who only does admin**. Phone manner and appointment-setting ability are critical.

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## Trial structure

We will start with a small paid trial.

The initial trial will involve approximately **50 valid leads**. We may provide a slightly larger lead list, such as **55–70 records**, to allow for duplicates, bad numbers, wrong contacts or clearly unsuitable leads.

For the fixed-price trial, the expectation is to complete up to **50 meaningful call attempts** with clear CRM notes and outcomes. Any additional leads can be processed later if we extend the trial or agree on an additional milestone.

The trial may involve:

* Calling up to 50 valid leads from the provided list
* Updating Zoho CRM with call notes and outcomes
* Testing the script, objections and follow-up process
* Sending simple follow-up emails only where appropriate and instructed
* Providing an end-of-day summary of promising leads
* Booking qualified discovery calls where possible

If the trial goes well, this can become ongoing work.

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## What success looks like

We will assess you based on:

* Professional phone manner
* Confidence, clarity and pacing
* Ability to reach or identify the right decision-maker
* Quality of notes and CRM updates
* Ability to uncover pain points
* Ability to handle objections calmly
* Ability to book qualified meetings
* Reliability and communication

We are not only judging the number of calls made. We care about call quality, judgement and useful notes.

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## Calling setup

We will be setting up the calling system ourselves, including an Australian business number.

You do not need your own Australian calling setup, but experience with professional outbound calling platforms is preferred.

Please mention in your application:

* Outbound calling systems or diallers you have used
* Whether you have called Australian businesses before
* Whether you prefer manual/preview dialling or auto/predictive dialling
* Whether you have worked with call recordings and transcripts
* Whether you have used CRM-integrated calling systems
* Your headset and internet setup

We want a professional, natural calling experience. We do **not** want noticeable delays, beeps, clicks or robotic scripting.

Calls may be recorded and transcribed for training, quality assurance and CRM note-taking. You must be comfortable notifying prospects at the start of a call and stopping recording if they object.

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## Voice sample required

Please include a short **2–3 minute voice sample** with your application.

The easiest option is to record a voice memo on your phone and attach it to your Upwork application/message.

You may also send a Loom, Vocaroo or Google Drive link, but please make sure it is public and accessible without login.

Preferred formats: Upwork attachment, MP3, M4A, WAV, MP4, or public Loom/Vocaroo/Google Drive link.

Please demonstrate only these three parts:

1. Opening call introduction
2. Response to: “We already have software”
3. Response to either: “Just send me information” or “We’re too busy”

Please speak naturally, as if you are on a real call. We are assessing phone manner, confidence, clarity, tone, pacing and objection handling — not whether you can read a script word-for-word.

Applications without a short voice sample may not be reviewed.

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## Short sample script for voice test

**Opening**

Hi, this is [Your Name] calling on behalf of Nomadic Care.

We work with Australian healthcare and care provider organisations to help make care plans more actionable — including tasks, client follow-up, progress tracking, documents, communication, telehealth and care team coordination.

I was hoping to speak with the person who looks after care delivery, operations, client services, clinical governance or digital systems.

Many aged care, NDIS and allied health providers already have systems in place, but still manage parts of their care plan workflow through PDFs, spreadsheets, emails, phone calls or disconnected tools.

Nomadic Care is designed to help bring those practical day-to-day workflows into one more coordinated platform.

I’m not calling to push anything today. We’re mainly trying to understand whether care plan execution, task tracking, client follow-up or progress visibility is an area your organisation is looking to improve.

Can I ask — are care plans, client tasks and progress tracking currently managed through one system, or is some of that still handled manually?

**If they say: “We already have software”**

Completely understand. Most organisations we speak with already use some kind of system.

Nomadic Care is not necessarily trying to replace everything. It is often more relevant where the main system does not fully cover the practical care coordination layer — for example care plan actions, assigned tasks, client follow-up, progress updates, documents, communication, telehealth or remote monitoring.

Can I ask — does your current system actively help staff track whether care plan actions are completed and followed up, or is some of that still managed outside the system?

**If they say: “Just send me information”**

Sure, happy to send something through.

So I send the most relevant information, can I quickly check which area is closest to your organisation’s work — aged care, NDIS, allied health, GP/chronic disease care, fall prevention, telehealth or broader care coordination?

And who would be the best person to send that to?

After I send it, would it be okay to follow up briefly to see whether it is worth a conversation?

**If they say: “We’re too busy”**

I understand — most care providers are extremely busy.

That’s actually one of the reasons Nomadic Care exists. It is designed to reduce manual chasing across care plans, tasks, documents, progress updates and communication.

I don’t want to take your time now. Would it be easier if I sent a short overview first, or would a 15-minute call next week be more useful?

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## How to apply

Please include:

1. Relevant appointment-setting experience
2. Any healthcare, SaaS or Australian calling experience
3. Your hourly rate or fixed-price trial proposal
4. Your availability during Australian business hours
5. Your short voice sample using the requested parts of the script
6. Your CRM experience, especially Zoho, HubSpot or Salesforce
7. Any experience with call logs, recordings, transcripts or daily call summaries