Leonardo - Appointment Setter at Roofing By Good Neighbor

Experienced in managing customer interactions, resolving issues, and ensuring client satisfaction.

Skilled in executing sales strategies, negotiating rates, and closing deals across different sectors.

Effective in conveying information clearly, building rapport, and educating clients on product benefits.

Proficient in scheduling, invoicing, project coordination, and managing remote administrative tasks.

Provided remote administrative support to a roofing company, handling scheduling, setting appointments, customer communications, invoice processing, and project coordination., Assisted with managing work orders, maintaining digital records., Utilized tools such as dialers, email, spreadsheets, and followed up with customers to make sure the inspection went well.

Coordinated freight shipments by matching shippers with carriers, negotiating rates, and ensuring timely delivery., Managed logistics, tracked shipments, and maintained strong relationships with clients and carriers and drivers., Handled documentation, compliance, and problem resolution to ensure smooth transportation operations in a fast-paced environment.

Contribute to and execute sales strategies aimed at increasing ticket sales and revenue., Utilize CRM systems, such as Salesforce, to track client interactions and sales activities.

Make outbound calls to homeowners or businesses., Educate customers on the benefits of solar energy., Qualify leads by asking questions (e.g., about roof condition, electricity usage)., Schedule appointments for in-home or virtual consultations., Use a CRM system to record interactions and manage follow-ups.