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CRM
Outbound Sales/Appointment Setter (A-Players ONLY)
Confidential employer
CRM
Asana
Project Management
About the Role
Overview:
You’ll be the first point of contact for potential clients, responsible for booking qualified appointments for our Sales Team. Your job is to engage leads through chat, phone calls, and follow-ups to fill our calendar with prospects who match our ideal client profile.
Key Responsibilities:
- Make daily outbound calls to cold and warm leads.
- Use our 9-word “Chat-to-Sell” strategy to convert inbound messages into booked calls.
- Follow up with leads from YouTube, Facebook, Google, and other sources.
- Qualify prospects via triage calls to determine program fit.
- Offer lower-ticket products to leads who aren’t ready for coaching.
- Track sales activity, follow scripts, and maintain metrics in our CRM/project management tools.
- Collaborate with Marketing to ensure seamless lead handoff.
- Attend internal sales meetings and contribute to team success.
Expected Results:
- Sales and lead metrics are updated and accurate.
- Calendar is consistently filled with high-quality prospects.
- Chat and call strategies are effectively converting leads.
- KPI improvement and process scalability are clearly visible.
Requirements:
- 1.5 - 2+ years of experience in cold and warm calling.
- Strong ability to switch between lead nurturing, outbound calls, and triage sessions.
- Background in health-related sales (e.g., fitness, wellness, mindset).
- Proven ability to meet sales goals with integrity.
- Excellent written and spoken English.
- Confident, proactive, and self-motivated.
- Strong listener and problem solver.
- Able to manage high-volume messaging during business hours.
- Tech-savvy and comfortable using platforms like Asana, G-Suite, Slack, and Aloware.
Secret Code: 909
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