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CRM

Client Communications & Appointment Setting VA

Confidential employer

Posted 9/2/2026Rate visible after sign-upSource: Curated from source
Appointment Setting
Onboarding
Client Relationship Management
CRM
About the Role

Atlas is looking for a Client Communications & Appointment Setting VA to help manage our home service and general contractor clients.

We work with businesses such as deck builders, remodelers, renovation companies, patio contractors, metal building contractors, ADU builders, and other home service companies.

Our agency generates leads for these businesses through paid advertising. Your job is to contact those leads, qualify them, and book qualified appointments directly into our clients' calendars.

You will also help manage communication between Atlas and the clients assigned to you.

What you'll be doing:

Manage approximately 5 clients at a time
Call new leads generated from our clients' advertising
Follow up with leads through phone calls and SMS
Ask basic qualifying questions before booking
Schedule qualified leads directly into the client's calendar
Follow up with leads who don't answer the first call
Keep lead information and appointment statuses updated
Communicate with assigned clients through Slack
Answer basic client questions and keep them updated
Help onboard new clients when assigned
Follow Atlas SOPs and appointment-setting scripts
Complete daily reports on calls, conversations, appointments, and follow-ups
Communicate with the Atlas team if a client or lead needs additional help

Example of what you'll be doing:

A homeowner fills out an advertisement saying they're interested in having a new deck built.

You'll call them and have a normal conversation:

"Hey, this is Sarah with ABC Decking. I saw you reached out about possibly getting a deck built, so I just wanted to give you a quick call and get a little more information about the project."

You'll qualify them, answer basic questions, and get them booked with the contractor for a consultation.

What We're Looking For

We're looking for someone who is reliable, hardworking, organized, and comfortable talking to people every day.

You should:

Speak clear and conversational English
Be comfortable making outbound calls
Be comfortable speaking with homeowners in the United States
Know how to have an actual conversation instead of sounding like you're reading a script
Be organized enough to manage multiple clients
Respond quickly to Slack messages during working hours
Be willing to learn and take feedback
Be able to follow SOPs without needing constant reminders
Have reliable internet and a quiet working environment
Be comfortable being held accountable to KPIs
Care about the quality of the appointments you book, not just the number

Previous appointment-setting, customer service, call center, or VA experience is preferred. Home service experience is a plus.

Training & Expectations

You will receive:

1 week of training
Scripts and calling frameworks
Client communication SOPs
Lead qualification training
Slack and CRM training
Access to all necessary systems
30 days of closer performance monitoring and coaching

We're not expecting you to know everything on Day 1. We are looking for someone who learns quickly, communicates when they need help, and gets better every week.

There is room to grow into a Senior Client Success VA / Account Manager position as Atlas grows.
(MUST ADD VOICE/VIDEO INTRODUCTION OR YOUR APPLICATION WILL NOT BE REVIEWED)

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