About the role
Appointment setters work on scheduling meetings and visits for the company's salespeople or service providers. They are often employed within sales departments or call centers and may have undergone training in sales or customer service. The role of the appointment setter is central to generating potential business opportunities and maintaining customer relationships.Responsibilities
Appointment setters are responsible for identifying and contacting potential clients to schedule meetings. They must maintain a high level of service, follow up on bookings, and ensure that the information is accurate and up-to-date. Their work contributes to the company's sales pipeline and the expansion of the customer base.Skills and tools
Appointment setters need excellent communication skills, both verbally and in writing, as well as the ability to persuade and handle rejections. They often use CRM systems to manage customer information and bookings. Organizational skills and a positive attitude are also important for success in the role. Common competencies demanded by employers are besöksbokning, finansiell rådgivning and coaching/coachning.