Client Outreach & Appointment Scheduler
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AI Summary
Conduct high-energy phone outreach to warm leads to invite business owners to local networking breakfast meetings. Manage client data and guest bookings using Capsule CRM and Google Sheets.
This is a remote position.
A rapidly growing business networking hub is looking for a vibrant, enthusiastic Virtual Sales and Appointment Setter who genuinely loves connecting with business owners over the phone to take ownership of their member-growth pipeline across 7 local locations. This is a flexible, part-time, independent contracting role working UK business hours. It is campaign-driven, requiring a baseline of 7 hours per week, starting with an initial trial on landline outreach. Hours have the clear potential to scale up to 14+ hours per week based on campaign success and location expansion.
Unlike traditional cold-calling, you will be following up on warm, captured leads and business data. Your primary goal is to bring a warm, personal touch—contacting tradespeople, professionals, and entrepreneurs to invite them as founding guests to lively local business breakfast meetings.
Responsibilities:
Warm Lead & Landline Outreach:
- Conduct phone outreach to captured contact data and warm campaign leads across 7 locations (aiming for a steady rhythm of approximately 20 brief, high-energy calls per hour).
- Build instant rapport, explain the value of the network, and invite prospects to attend upcoming breakfast meetings as free guests.
CRM & Data Management:
- Log call outcomes, update guest statuses, and keep tracking spreadsheets meticulously clean.
- Utilize Capsule CRM to input client names, contact details, and core business categories.
Streamlined Guest Booking:
- Hand off successfully booked guests into the automated system, ensuring they receive their date, location, and reminder workflows seamlessly.
Future Workflow Growth:
- Assist with light email administration and basic social media engagement support (e.g., following up on automated social leads) as new systems and locations roll out.
Requirements
- "Bubbly" Personality & Phone Presence: A naturally warm, personable, and confident phone manner. You sound like an inviting partner connecting with local business owners, not a robotic telemarketer.
- Outbound Call Confidence: Comfortable, energetic, and efficient on the phone, with a proven track record in lead nurturing, appointment setting, or customer service.
- Tech Comfort & Agility: Comfortable navigating cloud systems and digital dialers (e.g., MegaCall/WhatsApp) and managing data in Google Sheets. Familiarity with Capsule CRM is a great advantage (nice-to-have).
- Dynamic Capacity Management (UK Hours): Available to work during UK business hours with a flexible, scaling schedule—starting at a baseline of 7 hours/week (1 hour per location), with the capacity to scale up to 14+ hours/week as campaigns expand.
Benefits
- Warm, Inviting Outreach: Connect with local business owners by extending a valuable, no-upfront-cost invitation to join their regional business community—no cold-selling required.
- 100% Remote Flexibility (UK Hours): Work comfortably from your home office during UK business hours, managing your schedule around active campaign bursts across locations.
- Clear Scaling Potential: Collaborate directly with a passionate founder as the network expands across Yorkshire, starting at 7 baseline hours per week with immediate scope to grow to 14+ hours as campaigns succeed.
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