The Inside Sales / Appointment Setter VA supports the client, a private lender based in Nashville, Tennessee, who operates nationwide in financing for builders, developers, and real estate investors.
The VA’s primary objective is to execute a consistent outreach cadence—via phone, email, and text—to book qualified borrower appointments directly on the client’s calendar.
This role requires strong communication skills, disciplined follow-up, and transparent daily reporting through approved systems.
DUTIES & RESPONSIBILITIES
1. Outbound Outreach Execution
- Conduct daily outbound communication (calls, texts, emails) using the pre-qualified lead database provided by the client. Follow a structured cadence (email → call → text → follow-up) to maximize connection rates.
- Confirm that each contacted individual meets criteria.
2. Appointment Scheduling
- Book qualified leads directly on client’s Calendly (or approved calendar). Ensure all details (lead name, contact info, date/time, call synopsis) are correctly entered in the invite description.
- Provide a concise summary (“synopsis”) of each conversation in the calendar invite so the client is informed before each call.
- Ensure the client's calendar remains optimized—only confirmed, qualified appointments are scheduled within the available 2-hour daily call window (Mon–Fri). Prevent overlapping or double bookings.
3. EOD / SOD Reporting
- Send Start-of-Day (SOD) and End-of-Day (EOD) reports via email summarizing planned and completed outreach.
4. Lead Tracking and Recordkeeping
- Log all outreach attempts, statuses, and outcomes in the designated Tracker/CRM file daily. Each lead should have an updated disposition (Contacted / No Answer / Appointment Set / Unqualified).
- Clean and verify lead data (name, phone, email). Perform skip tracing or validation where needed to fill missing contact fields.
5. Reporting Summaries
- Compile weekly summary reports from daily logs showing: number of contacts made, responses received, appointments booked, and show-rate percentages.
6. Confidentiality Compliance
- Adhere strictly to the NDA and data handling protocols defined in this playbook. Ensure all lead data is securely stored and not exported externally.
