Virtual Assistant - Appointment Setter

Appointment Setter Job Description

Appointment setters provide support to a company’s sales team by calling prospective clients and scheduling appointments for them to speak with a salesperson. Appointment setters will also provide general customer and administrative support. Will report directly to a sales leader or team manager.

Answer Inbound Calls

Appointment setters will answer inbound calls from the company’s perspective and current clients or customers. They answer any questions the client might have and set up appointments for the client to speak directly to a salesperson.

Place Outbound Calls

Appointment setters receive lists of potential clients from the sales team, and they are responsible for cold calling these prospects. They use these calls to determine the overall interest of prospective clients and eliminate clients who aren’t interested.


Email Clients

Appointment setters will also use email to contact clients, both current and prospective, to answer any questions, schedule meetings with a salesperson or reschedule meetings as needed.

Keep Accurate Records

When appointment setters contact prospective clients and talk to them about products or services, they keep accurate records of each conversation. They also indicate in these records whether the person is interested or not.

Provide General Administrative Support

When you aren’t calling customers, appointment setters will provide general administrative support to the sales team. They make copies, organize documents, and rearrange schedules as needed.



Appointment Setter Skills and Qualifications

Appointment setters are expected to be excellent communicators, and they are comfortable speaking with clients and customers all day long. We are looking to employ appointment setters with previous customer service experience, but candidates typically don’t need any formal education to get a job. However, employers also search for candidates who demonstrate the following skills and qualifications:

Sales Skills – Since appointment setters are often the first point of contact between a client and a company, they have basic knowledge of sales principles. They also know how to garner interest in the product or service that the company is selling
Customer Service Experience – Appointment setters have previous customer service experience, preferably in a call center environment. However, any kind of retail customer service is usually helpful for this position
Data Entry Skills – Successful appointment setters are skilled data entry employees who can type at fast speeds with high accuracy
Interpersonal Communication Skills – These professionals talk to clients all day through both phone calls and emails. As such, they are excellent with interpersonal communication skills in both verbal and written forms
Organization Skills – They also need to work with the schedules of multiple salespeople. As such, they are highly organized employees and always know what’s going on with each salesperson