Appointment Setter

About the Company

Construction and architecture firm that delivers end-to-end design-build services. They handle everything from planning and design to construction and project management, providing a single point of contact for residential and commercial projects. Their approach ensures faster timelines, better cost control, and streamlined execution.

Role Overview

You are the first human interaction with potential clients of Ace Design & Build.

Your responsibilities include:

• Responding to inbound leads (Instagram, website, referrals)
• Qualifying leads based on budget, seriousness, and fit
• Positioning the company as premium and in demand
• Booking high-quality appointments for the sales team

Core Responsibilities

1. Lead Response (Speed = Money)

• Call new leads promptly
• Follow up via call and text if no answer
• Maintain consistent follow-up (minimum 3–5 attempts)

2. Qualification (Core Function)

You must identify:

• Project type (Backyard / ADU / Full Remodel)
• Budget range (must align)
• Timeline (serious vs. exploratory)
• Decision maker (confirm if speaking to property owner)
• If not qualified → politely disqualify or nurture
• If qualified → proceed quickly to booking

3. Appointment Setting (With Authority)

• Position meetings confidently (not asking)
• Example tone:
  “We typically start with a design consultation where we go over your vision and possibilities. Based on what you shared, you’d be a strong fit.”
• Offer 1–2 time slots
• Create urgency (limited availability)
• Confirm appointments clearly

4. Brand Representation

Every interaction should feel:

• Premium
• Organized
• In demand
• Professional (not robotic)

Objective:

“These are professionals I want to work with.”

5. CRM Management

• Log every lead in the CRM
• Track status (New / Contacted / Qualified / Booked / Dead)
• Record notes (budget, personality, objections)
• Maintain consistent follow-up

Ideal Candidate Profile

Not suitable for:

• Call centre-style communication
• Pushy sales approaches
• Low-level appointment setting

Required qualities:

• Confident communicator (not needy)
• Strong listener with quick judgment
• Organized and consistent
• Understands high-end clientele
• Clear and professional speech
• Controlled “closer” mindset

Bonus:

• Experience in construction, sales, real estate, or luxury services

Role Summary

Your role is to engage with homeowners who have expressed interest, quickly determine if they are a good fit, and book serious, high-quality appointments while reinforcing the company’s premium positioning.

Originally posted on Himalayas