Cold Caller (Client Qualification Specialist)

You are the first human interaction with potential clients of a luxury design-build construction company.

This is not a basic appointment setting role — you are responsible for qualifying, filtering, and positioning high-value leads before they reach the sales team.

Your goal is to ensure only serious, well-qualified clients are booked for consultations.

Core Responsibilities

1. Lead Response (Speed = Opportunity)

• Respond to inbound leads from Instagram, website, and referrals
• Call new leads as the first point of contact
• Follow up via call and SMS if no answer
• Maintain consistent follow-up (3–5 attempts per lead)

2. Lead Qualification (Core Function)

You will assess and filter leads based on:

• Project type (Backyard, ADU, Full Remodel, etc.)
• Budget alignment with luxury construction standards
• Timeline (serious buyers vs. just exploring)
• Decision-maker confirmation (speaking to the owner or not)

👉 If not qualified: politely disqualify or nurture for future follow-up

👉 If qualified: immediately proceed to booking

3. Appointment Setting (Authority-Based Approach)

Appointments are positioned, not requested.

Example tone:

“We typically start with a design consultation where we go over your vision and possibilities. Based on what you shared, you’d be a great fit.”

• Offer 1–2 available time slots
• Create urgency (limited availability this week)
• Confirm appointment clearly and professionally

4. Brand Representation (Critical)

Every interaction must reflect a premium experience:

• Professional, calm, and confident communication
• Structured and organized tone
• Never pushy or salesy
• High-value positioning at all times

Goal:

👉 “This company is high-end, trusted, and in demand.”

5. CRM Management

• Log all leads accurately in CRM
• Update status: New / Contacted / Qualified / Booked / Dead
• Record key notes (budget, objections, intent, personality)
• Maintain consistent follow-up discipline

Requirements:

• 3+ years experience in appointment setting, sales development, lead qualification, or client-facing roles
• Strong experience handling inbound or high-intent leads
• Must have excellent English communication skills (spoken and written) with a clear, neutral, or good international accent suitable for US-based clients
• Experience in luxury services, construction, real estate, or high-ticket sales preferred