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Appointment Setter - Real Estate
Demonstrated experience with Cold Calling (B2B & B2C).
Demonstrated experience with Appointment Setting & Lead Qualification.
Demonstrated experience with Insurance & Financial Services Outreach.
Demonstrated experience with Real Estate Prospecting (Buyers, Sellers, Investors).
Demonstrated experience with Objection Handling & Rapport Building.
Appointment Setter - Real Estate open to new opportunities
Conducted outbound calls to homeowners and prospective clients interested in Accessory Dwelling Units (ADUs), qualifying leads and generating sales opportunities.. Used GoHighLevel (GHL) to manage daily outbound calling, track conversations, and maintain accurate customer records.. Managed and updated the sales pipeline in GoHighLevel, ensuring leads progressed efficiently through each stage of the sales process.. Scheduled consultations and appointments between qualified prospects and the sales team, consistently maintaining a high-quality appointment pipeline.. Executed timely follow-ups with new and existing leads via phone, SMS, and email to increase engagement and appointment conversion rates.. Identified customer needs, answered initial questions about ADU solutions, and effectively communicated the value of Netiny Homes' services.. Maintained detailed CRM notes, monitored lead activity, and collaborated with the sales team to ensure seamless handoffs and an excellent customer experience.
Managed the full credit repair sales cycle, from qualifying prospects and assessing their credit concerns to presenting credit repair solutions, handling objections, and closing enrollments.. Consulted with prospects regarding poor credit, negative items, collections, late payments, and credit improvement goals, positioning appropriate credit repair services based on their needs.. Built trust with prospects by clearly explaining the credit repair process, service benefits, and expected client experience, while addressing concerns around cost, credibility, and results.. Effectively handled objections from prospects hesitant about credit repair services, using strategic questioning and value-based selling to overcome resistance and move conversations toward enrollment.. Followed up persistently with warm and undecided credit repair prospects, re-engaging leads, nurturing interest, and recovering potential sales through timely calls, texts, and email.. Managed high-volume credit repair sales activity while maintaining accurate CRM records, tracking lead status and follow-ups, and working toward daily, weekly, and monthly enrollment and revenue targets.
Handled Inbound and outbound calls to qualify customer needs and schedule service appointments for plumbing technicians.. Converted customer inquiries into confirmed appointments by explaining services, availability, and next steps.. Managed technician schedules and coordinated bookings to maximize daily appointment capacity.. Provided excellent customer service by addressing concerns, answering questions, and maintaining a professional phone presence.. Followed up with leads and previous customers to confirm appointments and reduce cancellations or no-shows.. Accurately entered customer information, service requests, and appointment details into CRM and scheduling systems.. Assisted customers with urgent service issues, prioritized emergency requests, and ensured timely dispatch of technicians.
Managed daily administrative operations remotely, including email correspondence, calendar management, scheduling, document preparation, and routine follow-ups for clients and internal teams.. Coordinated meetings and appointments across multiple calendars, sending invitations, preparing agendas, and ensuring participants had the necessary information in advance.. Served as a point of contact for clients, responding to inquiries, relaying information, and maintaining professional communication across email, phone, and virtual communication platforms.. Prepared, organized, and maintained digital documents, spreadsheets, reports, presentations, and business records while ensuring information remained accurate and up to date.. Tracked deadlines, assigned tasks, and outstanding requests using digital productivity and project-management tools, following up to ensure important activities were completed on time.. Assisted with data entry, expense tracking, invoice documentation, and routine administrative reporting while maintaining confidentiality and attention to detail.. Supported day-to-day business operations by coordinating with clients, vendors, and internal team members, identifying administrative needs, and proactively handling tasks to keep workflows running smoothly.
Managed patient appointment scheduling, confirmations, and rescheduling to maintain an organized and conflict-free calendar.. Maintained and updated digital patient records, ensuring accuracy and confidentiality.. Answered incoming calls, responded to patient inquiries, and directed clinical questions appropriately.. Processed patient payments and recorded billing information accurately.. Assisted with preparation of billing documentation and tracked outstanding balances.. Coordinated daily schedules for dentists and hygienists to optimize patient flow.. Used QuickBooks Online to create invoices, record customer payments, and maintain accurate financial and bookkeeping records.. Prepared basic administrative reports, including appointment summaries and attendance logs.. Organized and maintained digital and physical filing systems.. Handled patient intake documentation and verified information prior to appointments.. Communicated professionally with vendors, staff, and patients to support smooth clinic operations.
Responded to customer inquiries through phone, email, and live chat while providing professional and timely support.. Assisted customers with product information, order updates, account inquiries, and issue resolution while maintaining high customer satisfaction.. Updated customer records and sales activities within the CRM, ensuring accurate documentation and follow-up.. Scheduled appointments and follow-up calls for the sales team while coordinating customer communications.. Processed customer requests, escalated complex issues when necessary, and followed up to ensure successful resolution.. Assisted with preparing sales reports, updating customer databases, and maintaining organized records.. Worked closely with sales and customer service teams to ensure smooth communication and efficient service delivery.. Supported daily administrative tasks including document preparation, email management, and data entry.