Our client is a growing custom woodworking and home improvement business that helps homeowners bring their project ideas to life through quality craftsmanship, clear communication, and reliable service. The company works with clients on custom cabinetry, built-ins, CNC work, and other tailored woodwork projects.
They are looking for a Part-Time Appointment Setter who can support the team by handling inbound inquiries, qualifying leads, scheduling appointments, and helping manage new opportunities from the first point of contact.
Role Description
The Appointment Setter will be responsible for responding to inbound calls, gathering important client information, qualifying project inquiries, and booking appointments for the internal team. This role is ideal for someone who is confident on the phone, organized, and comfortable speaking with potential customers in a warm and professional way.
The ideal candidate should be able to ask the right questions, identify the client’s needs, provide basic information, and help move qualified opportunities forward. Light upselling may also be part of the role, so the candidate should be comfortable identifying additional services or project needs when appropriate.
Job Responsibilities
Answer inbound calls from potential and existing customers in a professional and friendly manner
Gather key information about the customer’s project, timeline, budget, and needs
Qualify leads based on the company’s service offerings and project fit
Schedule appointments, consultations, or follow-up calls for the internal team
Manage and update opportunities in the company’s tracking system or CRM
Follow up with leads as needed to confirm details, appointments, or next steps
Provide basic information about services and guide customers through the initial inquiry process
Identify light upselling opportunities when a customer may benefit from additional services
Keep accurate notes on customer conversations, project details, and follow-up requirements
Coordinate with the internal team to ensure qualified leads are properly handed off
Qualifications
Previous experience as an Appointment Setter, Customer Service Representative, Sales Support Specialist, or similar role
Strong verbal communication skills and confidence handling inbound calls
Experience qualifying leads and asking discovery questions
Comfortable scheduling appointments and managing follow-ups
Organized and detail-oriented when tracking customer information and opportunities
Able to communicate warmly, professionally, and clearly with homeowners or potential clients
Comfortable with light upselling and identifying customer needs
Experience with CRM tools, scheduling tools, spreadsheets, or similar systems is preferred
Ability to work independently and follow established processes
Prior experience in home improvement, construction, renovation, real estate, or service-based businesses is a plus, but not required
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