Appointment Setter

• Contact new and/or existing clients to discuss solutions offered to assist with difficulties on the stairs
• Work with warm client leads only; no cold calling
• Set up appointments for field Surveyors
• Follow up with clients
• Maintain up-to-date client contact information and conversation notes in the company database
• Contribute toward individual and team efforts to meet pre-established business targets

• Respond to every new lead by call and text within 5 minutes during working hours
• Conduct short introductory calls to understand each gym's business, numbers and goals
• Qualify gym owners and book qualified demos with every decision-maker attending
• Confirm demos and re-book no-shows
• Follow up with older leads and leads that did not book
• Log every call outcome daily
• Write short handover notes before each demo
• Work with leads generated from SanterMedia's ads and pipeline; no cold calling

Appointment Setter – Gym

• Represent Sunrun's brand within designated partner retail stores
• Foster relationships with potential customers
• Generate enthusiasm for solar and storage products
• Educate potential customers on renewable energy and storage solutions
• Proactively schedule solar appointments
• Help expand the Sunrun customer base
• Positively influence every individual encountered
• Manage a multi-store territory

Solar Appointment Setter

• Contact homeowners who have expressed interest in home improvement
• Speak with customers over the phone and answer basic questions
• Identify customer needs and determine their interest
• Schedule qualified appointments for sales representatives
• Confirm appointments and follow up with customers when needed
• Maintain accurate customer and appointment information
• Meet daily and weekly appointment-setting goals
• Provide a friendly and professional customer experience
• Communicate with the sales team regarding scheduled appointments

• Schedule appointments in the field for sales representatives based on client availability
• Provide information about energy-efficient windows and answer customer questions
• Follow up with leads to maintain engagement
• Help achieve team goals
• Reach out to potential customers and share product benefits

Appointment Setter – Green Energy Windows

• Lead, coach, and develop a team of 10-20 Appointment Scheduling Specialists.
• Conduct daily huddles, coaching sessions, and performance reviews.
• Monitor real-time performance and provide immediate support when required.
• Manage attendance, schedule adherence, and employee engagement.
• Create action plans for underperforming employees.
• Ensure daily, weekly, and monthly scheduling targets are achieved.
• Drive appointment booking, confirmation, and conversion performance.
• Manage workload distribution and workforce utilization.
• Collaborate with Workforce Management, Training, QA, and Operations leadership.
• Support implementation of new campaigns and process changes.
• Ensure adherence to HIPAA and company compliance standards.
• Review quality scores and conduct calibration sessions.
• Monitor call handling practices and member interactions.
• Drive documentation accuracy and CRM compliance.
• Analyse KPI trends and identify improvement opportunities.
• Conduct root cause analysis for performance gaps.
• Develop performance improvement plans for team members.
• Prepare operational reports and present results to leadership.
• Act as the primary point of contact between Operations and Support Functions.
• Partner with QA, Training, Workforce Management, and Client Services teams.
• Escalate operational risks and implement corrective actions.

Team Leader – Appointment Scheduling Operations

• Represent the Sunrun brand within designated partner retail stores
• Foster relationships with potential customers
• Generate enthusiasm for solar, storage, and renewable energy products
• Educate potential customers on renewable energy and storage solutions
• Proactively schedule solar appointments
• Contribute to expanding the Sunrun customer base
• Positively influence individuals encountered in retail stores
• Manage a multi-store territory

• Reach out to potential customers to discuss the advantages of window & door solutions.
• Effectively communicate services and schedule appointments for sales representatives.
• Follow up on leads to ensure engagement and maintain relationships.
• Document interactions accurately in the database and track follow-ups.
• Collaborate with the team to achieve sales goals while fostering a positive atmosphere.
• Educate potential customers about the benefits of green energy windows and doors.

Appointment Setter – Green Energy Windows & Doors

• Reach out to prospective clients in a warm, engaging manner to introduce Momentum Solar’s offerings
• Schedule appointments for the sales team, coordinating times that work best for the customer
• Maintain detailed records of interactions and follow-ups in the CRM system
• Work closely with the sales and marketing teams to help meet company goals