Lead Qualification & Appointment Setting Specialist - Ongoing Project
Budget: ₹100 – ₹400 INR
Lead Qualification & Appointment Setting Specialist - Ongoing Project
Project Overview
I'm looking for an experienced appointment setting specialist to help grow my career and leadership coaching business. You'll be responsible for calling warm leads, qualifying prospects, and scheduling discovery calls with a target of maintaining 85%+ show-up rates.
What You'll Do Daily (4-5 hours):
Make 20-30 outbound calls to warm leads (LinkedIn connections, referrals, website inquiries)
Qualify prospects using provided criteria (budget, authority, need, timeline)
Schedule 10-12 appointments weekly in my calendar
Follow up systematically with interested prospects via calls/emails
Prevent no-shows through confirmation sequences
Update lead database with call outcomes and notes
Key Responsibilities:
Lead Qualification:
Assess if prospects fit our ideal client profile
Determine budget capacity (₹20K-₹60K coaching programs)
Identify decision-making authority and timeline
Screen for genuine interest vs casual inquiry
Appointment Management:
Schedule qualified discovery calls only
Send calendar invites and confirmation emails
Implement a 3-step reminder sequence to reduce no-shows
Reschedule missed appointments when possible
Daily Reporting:
Track calls made, appointments set, lead quality
Provide daily WhatsApp updates on activities
Weekly summary of results and insights
Target Prospects:
Career Coaching (₹20,000 program):
5-12 years experience professionals
Salary range: ₹6-15 lakhs annually
Looking for career transition/growth
Mid-level managers, team leads
Leadership Coaching (₹60,000 program):
Senior managers, directors
10+ years experience
Team management responsibilities
Companies with 50+ employees
Performance Expectations:
Monthly Targets:
40-50 qualified appointments scheduled
85%+ show-up rate (critical requirement)
400+ calls made (20-30 daily average)
100% follow-up rate on interested prospects
Success Metrics:
Quality of prospects scheduled
Consistency in daily activities
Professional representation of our brand
Proactive communication and problem-solving
Ideal Candidate Profile:
Required Experience:
2+ years appointment setting/inside sales
B2B calling experience (preferred)
Proven track record of meeting targets
Experience with Indian corporate professionals
Essential Skills:
Excellent English & Hindi communication
Phone confidence - comfortable with 20+ daily calls
Professional demeanor and phone manner
Basic CRM/spreadsheet management
Reliable internet and quiet workspace
Personality Traits:
Self-motivated and disciplined
Persistent but respectful approach
Detail-oriented with strong follow-up
Results-focused mindset
Tools & Support Provided:
You'll Receive:
Warm lead lists (LinkedIn connections, referrals)
Call scripts and templates for different prospect types
Email sequences for follow-up and confirmations
Lead tracking spreadsheet with qualification criteria
Training materials on objection handling
Required Setup:
Smartphone with clear call quality
Computer for email and data entry
Reliable broadband internet (minimum 10 Mbps)
Quiet workspace for professional calls
Application Requirements:
Please Include:
Portfolio/Resume showing relevant appointment setting experience
Brief proposal (max 100 words) on your approach to this role
Sample script - write a 60-second phone introduction for a career coaching prospect
Your availability - confirm you can work 4-5 hours daily, Mon-Sat
Previous results - mention your best appointment setting achievements
Sample Questions to Address:
How many calls can you realistically make in 4 hours?
What's your experience with Indian corporate professionals?
How do you handle prospects who say "I'm not interested"?
What's your typical lead-to-appointment conversion rate?
Selection Process:
Timeline:
Applications reviewed: Within 24 hours
Initial interview: 15-minute phone call
Paid trial: 3 days with real leads (₹500/day)
Decision: Based on trial performance
Trial Expectations:
Call provided list of 30 warm leads
Schedule minimum 3 qualified appointments
Maintain professional communication standards
Demonstrate no-show prevention protocols
Project Overview
I'm looking for an experienced appointment setting specialist to help grow my career and leadership coaching business. You'll be responsible for calling warm leads, qualifying prospects, and scheduling discovery calls with a target of maintaining 85%+ show-up rates.
What You'll Do Daily (4-5 hours):
Make 20-30 outbound calls to warm leads (LinkedIn connections, referrals, website inquiries)
Qualify prospects using provided criteria (budget, authority, need, timeline)
Schedule 10-12 appointments weekly in my calendar
Follow up systematically with interested prospects via calls/emails
Prevent no-shows through confirmation sequences
Update lead database with call outcomes and notes
Key Responsibilities:
Lead Qualification:
Assess if prospects fit our ideal client profile
Determine budget capacity (₹20K-₹60K coaching programs)
Identify decision-making authority and timeline
Screen for genuine interest vs casual inquiry
Appointment Management:
Schedule qualified discovery calls only
Send calendar invites and confirmation emails
Implement a 3-step reminder sequence to reduce no-shows
Reschedule missed appointments when possible
Daily Reporting:
Track calls made, appointments set, lead quality
Provide daily WhatsApp updates on activities
Weekly summary of results and insights
Target Prospects:
Career Coaching (₹20,000 program):
5-12 years experience professionals
Salary range: ₹6-15 lakhs annually
Looking for career transition/growth
Mid-level managers, team leads
Leadership Coaching (₹60,000 program):
Senior managers, directors
10+ years experience
Team management responsibilities
Companies with 50+ employees
Performance Expectations:
Monthly Targets:
40-50 qualified appointments scheduled
85%+ show-up rate (critical requirement)
400+ calls made (20-30 daily average)
100% follow-up rate on interested prospects
Success Metrics:
Quality of prospects scheduled
Consistency in daily activities
Professional representation of our brand
Proactive communication and problem-solving
Ideal Candidate Profile:
Required Experience:
2+ years appointment setting/inside sales
B2B calling experience (preferred)
Proven track record of meeting targets
Experience with Indian corporate professionals
Essential Skills:
Excellent English & Hindi communication
Phone confidence - comfortable with 20+ daily calls
Professional demeanor and phone manner
Basic CRM/spreadsheet management
Reliable internet and quiet workspace
Personality Traits:
Self-motivated and disciplined
Persistent but respectful approach
Detail-oriented with strong follow-up
Results-focused mindset
Tools & Support Provided:
You'll Receive:
Warm lead lists (LinkedIn connections, referrals)
Call scripts and templates for different prospect types
Email sequences for follow-up and confirmations
Lead tracking spreadsheet with qualification criteria
Training materials on objection handling
Required Setup:
Smartphone with clear call quality
Computer for email and data entry
Reliable broadband internet (minimum 10 Mbps)
Quiet workspace for professional calls
Application Requirements:
Please Include:
Portfolio/Resume showing relevant appointment setting experience
Brief proposal (max 100 words) on your approach to this role
Sample script - write a 60-second phone introduction for a career coaching prospect
Your availability - confirm you can work 4-5 hours daily, Mon-Sat
Previous results - mention your best appointment setting achievements
Sample Questions to Address:
How many calls can you realistically make in 4 hours?
What's your experience with Indian corporate professionals?
How do you handle prospects who say "I'm not interested"?
What's your typical lead-to-appointment conversion rate?
Selection Process:
Timeline:
Applications reviewed: Within 24 hours
Initial interview: 15-minute phone call
Paid trial: 3 days with real leads (₹500/day)
Decision: Based on trial performance
Trial Expectations:
Call provided list of 30 warm leads
Schedule minimum 3 qualified appointments
Maintain professional communication standards
Demonstrate no-show prevention protocols