Appointment Setter / Client Qualification Specialist

We are looking for a confident and professional Appointment Setter / Client Qualification Specialist to serve as the first point of contact for prospective clients of a premium design-build company. This role goes beyond appointment setting, you'll qualify leads, represent a luxury brand, and ensure only high-quality prospects move forward to the sales team.

If you're an excellent communicator who knows how to build rapport, ask the right questions, and create a premium client experience, we'd love to hear from you.

Responsibilities

• Respond promptly to inbound leads from Instagram, website inquiries, and referrals.
• Contact new leads through phone calls and follow up via calls and text messages when necessary.
• Maintain consistent follow-up with prospective clients (minimum of 3–5 touchpoints).
• Qualify leads by identifying:
  • Type of project (Backyard, ADU, Full Remodel, etc.)
  • Budget range
  • Project timeline
  • Decision-maker status
• Determine whether a lead is qualified and either:
  • Schedule a consultation with the sales team, or
  • Politely nurture or disqualify prospects who are not yet a fit.
• Position consultations as an exclusive opportunity rather than simply asking for meetings.
• Schedule appointments while creating a sense of professionalism and limited availability.
• Represent the company with confidence, professionalism, and a premium customer experience.
• Maintain accurate CRM records, including lead status, notes, budget, objections, and follow-up activities.
• Ensure every qualified lead is properly documented and handed off to the sales team.

Qualifications

• Previous experience in appointment setting, client qualification, inside sales, customer service, or personal/executive assistance.
• Excellent English communication skills, both spoken and written.
• Confident and professional phone presence.
• Strong listening skills with the ability to quickly assess client needs.
• Highly organized with excellent follow-up and time management skills.
• Comfortable speaking with high-end clients in a professional manner.
• Experience using CRM systems is a plus.
• Ability to work independently and consistently meet follow-up expectations.

We're Looking For Someone Who Is

• Confident without being pushy.
• Professional and polished in every interaction.
• Organized and detail-oriented.
• Consistent in follow-ups and CRM updates.
• Able to build rapport naturally and identify qualified opportunities.
• Possesses a consultative, solution-oriented approach with a controlled closer mindset.