Appointment Setter

Employment Type: Full-time, Independent Contractor
Work Model: Remote
Work Hours: US Eastern Standard Time (EST) alignment

Territory Focus: North Carolina, South Carolina, and Georgia (12 Regional Hubs)

Role Summary

We are seeking a highly charismatic, logistically sharp High-Volume Appointment Setter & Geographic Coordinator to manage the inbound sales funnel for our premier window coverings and awnings enterprise. Operating in an exclusive partnership with a major national warehouse retailer (Costco) across 12 high-velocity locations, our program generates massive lead volume.

Because this retail pipeline is a high-volume, low-margin model, operational efficiency is our primary lever for profitability. This is not a passive, transactional calling role. You will act as a consultative brand ambassador and logistical master—running vital pre-consultation calls to educate residential homeowners on product specs (e.g., privacy vs. visibility shades) while solving complex geographic routing puzzles to group in-home design consultations efficiently across three states without backtracking.

Key Responsibilities

1. Consultative Pre-Consultation & Education

Inbound Lead Acceleration: Manage a high-volume pipeline of warm, incoming retail lead submissions, executing rapid outbound connection calls.
Product Education: Lead engaging, charismatic phone consultations to qualify homeowner intent and visually educate them on baseline product selections, functional differences, and structural configurations.
Expectation Management: Prime prospective clients for an elite in-home sales experience, ensuring they understand our measurement and design process prior to the designer's arrival.

2. Complex Geographic Routing & Scheduling

Territory Consolidation: Map, manage, and optimize calendar logistics for our field design team across extensive North Carolina, South Carolina, and Georgia territories.
Route Efficiency Planning: Group appointments systematically based on geographical density and precise regional hubs to aggressively eliminate designer windshield time and prevent state-line backtracking.
Calendar Governance: Own the scheduling software backend, continuously auditing appointment slots to maximize daily design capacity across all active markets.

3. Pipeline Hygiene & Collaboration

Meticulously log customer preferences, design profiles, structural notes, and routing logistics inside the company CRM.
Maintain a seamless communication bridge with our field designers and the central Office Manager to dynamically adjust calendars based on traffic, weather, or cancellation trends.

Required Skills & Qualifications

Experience: 3+ years of experience in high-volume Appointment Setting, Inside Sales, or Logistics/Dispatch Coordination. Experience within home services, home improvement, or home staging is a significant asset.
Communication Mastery: Polished, charismatic, and native-level English business presence. You must possess the warmth and authority required to build instant trust with retail consumers over the phone.
Spatial & Geographic Literacy: Exceptional mapping and spatial coordination skills. You must be comfortable analyzing maps (Google Maps, routing tools) to calculate drive times, cluster accounts, and master the geography of the NC / SC / GA tri-state region.
The "High-Agency" Logician Mindset: Highly organized and self-directed. You look at a chaotic influx of leads and treat it like a puzzle—proactively finding ways to compress time windows and group appointments seamlessly.
Technical Stack Fluency: Comfortable navigating modern CRMs, digital mapping software, and shared enterprise scheduling calendars.

Success Metrics (KPIs)

Route Optimization Rate: Maximizing the number of field consultations grouped by tight geographic sub-regions.
Lead Conversion Velocity: Maintaining a high connection-to-booking ratio across all retail inbound lead sheets.
First-Visit Readiness: Ensuring 100% of booked clients pass into the field fully educated on product tiers, reducing friction for the closing team.

Appointment Setter - 20098