Appointment Setters (INS0006)

Our Appointment Setter’s responsibilities include making sure that potential clients might be interested in our products and services, and then scheduling a time with each potential client so they can meet one-on-one or in groups with our organization’s Sales Representatives.


  • Creating interest in goods and services and seeking a sale or agreement to a sales appointment.
  • Working from scripts and lists of contacts to promote goods and services by telephone.
  • Arranging processing and dispatch of product samples, information kits, and brochures to customers.
  • Recording notes for follow-up action and updating marketing databases to reflect changes to the status of each customer.
  • Reporting issues raised by contacts to managers.
  • Maintaining statistics of calls made and successes achieved.
  • Submitting periodic reports on telemarketing activities and results.
  • Receiving calls and providing information and basic customer support
  • Tasks deemed necessary to ensure excellent customer experience as determined by management.


  • Bachelor’s degree in Business or similar courses
  • Proven work experience as an Appointment Setter or similar role
  • Experience with Monday.com, Calendly, GSuite, and similar tools
  • Top-notch verbal, written, and interpersonal skills
  • Outstanding listening skills and attention to detail
  • Excellent phone etiquette
  • A professional and courteous disposition
  • Persuasive and results-oriented