Appointment Setter

Role Overview

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

Your job is to:

Respond to inbound leads (IG, website, referrals)

Qualify them based on budget, seriousness, and fit

Position the company as premium and in demand

Book high-quality appointments for the sales team

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Core Responsibilities

1. Lead Response (Speed = Money)

Call new leads

Follow up via call + text if no answer

Maintain consistent follow-up (3–5 attempts minimum)

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2. Qualification (This is the real job)

You must identify:

Project type (Backyard / ADU / Full Remodel)

Budget range (must align with:

Timeline (serious vs just exploring)

Decision maker (are you speaking to the actual owner?)

If they don't qualify politely disqualify or nurture

If they qualify move fast to booking

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3. Appointment Setting (But with authority)

You don't ask for meetings — you position them.

Example tone:

We typically start with a design consultation where we go over your vision and possibilities. Based on what you told me, you'd be a great fit.

Offer 1–2 time slots

Create urgency (limited availability this week)

Confirm clearly

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4. Brand Representation (Critical)

Every call should feel:

Premium

Organized

In-demand

Professional but not robotic

You are selling the feeling of:

These guys are legit. I want to work with them.

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5. CRM Management (Simple but disciplined)

Log every lead in the CRM

Track:

Status (New / Contacted / Qualified / Booked / Dead)

Notes (budget, personality, objections)

Follow-up systematically

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Ideal Candidate Profile

I do NOT want:

Call center energy

Pushy salespeople

Low-level appointment setters

I DO want:

Confident communicator (not needy)

Good listener (can read people fast)

Organized and consistent

Understands high-end clients

Speaks clearly and professionally

Slight closer mentality but controlled

Bonus: Experience in construction, sales, real estate, or luxury services

If you had to describe the role in one sentence:

Your job is to talk to homeowners who reached out, quickly figure out if they're a good fit for our type of projects, and book serious, high-quality appointments — while making us look like a premium company."