We are looking for a Sales Development Representative (SDR) / Appointment Setter to generate qualified sales opportunities for ServiceReach, Vitalis Outsourcing, and ProspectBoss.
The primary responsibility is to engage prospects through phone, email, and social media outreach, qualify potential opportunities, maintain consistent follow-up, and schedule qualified appointments for the Revenue Manager, Sales Closer, and CEO.
This is an ideal opportunity for someone with experience in cold calling, appointment setting, outbound sales, lead generation, business development, or sales development who is confident on the phone, resilient when facing rejection, and motivated by measurable performance targets.
POSITION DETAILS
Reports to: Revenue Manager or Sales Closer
Supports: ServiceReach, Vitalis Outsourcing, and ProspectBoss
Primary audiences: Home-service contractors, real estate professionals, sales teams, coaches, business owners, and other qualified prospects
Primary objective: Generate qualified demos, discovery calls, and sales appointments
KEY RESPONSIBILITIES
Make outbound calls to prospects using assigned lead lists and campaigns.
Engage prospects through direct messages on Facebook, LinkedIn, Instagram, and other approved platforms.
Execute email outreach using approved templates, campaigns, and follow-up sequences.
Follow up with leads from Facebook, websites, webinars, trade shows, events, coaching programs, and other sources.
Respond promptly to new leads and inbound inquiries.
Qualify prospects by identifying their needs, challenges, interest, decision-making authority, timing, and appropriate next steps.
Schedule qualified demos, discovery calls, and sales appointments.
Confirm scheduled appointments and send timely reminders to improve attendance.
Follow up with no-show prospects and work to reschedule missed appointments.
Reactivate dormant leads, older inquiries, and past sales opportunities.
Build rapport quickly and communicate each brand’s value proposition clearly.
Follow approved scripts and talking points while maintaining a natural, professional, and conversational tone.
Handle common objections and questions with confidence and professionalism.
Maintain consistent outbound activity during scheduled working hours.
Update CRM notes after every call, email, direct message, or significant interaction.
Record lead status, objections, appointment outcomes, callbacks, conversation summaries, and next steps accurately.
Create follow-up tasks and ensure all scheduled outreach attempts are completed.
Manage daily lead lists and prioritize new, qualified, high-intent, and overdue prospects.
Provide clear daily reports covering outreach activity, meaningful conversations, qualified appointments, follow-up status, and potential blockers.
Follow established Standard Operating Procedures, scripts, outreach sequences, deadlines, performance targets, and manager instructions.
REQUIRED QUALIFICATIONS
Previous experience in cold calling, appointment setting, outbound sales, lead generation, customer service, lead follow-up, or sales development.
Strong spoken and written English communication skills.
Clear, articulate, confident, and professional phone presence.
Comfortable communicating with U.S.-based business owners and decision-makers.
Comfortable performing cold outreach through phone, email, and social media.
Able to handle rejection and objections without losing confidence or consistency.
Strong follow-up discipline and organizational skills.
Accurate and detail-oriented with CRM notes, lead statuses, and follow-up tasks.
Comfortable working toward daily outreach, conversation, appointment, and show-rate targets.
Able to manage a high volume of activity in a fast-paced sales environment.
Reliable internet connection, quality headset, and quiet professional workspace.
Reliable and consistent attendance during scheduled working hours.
Able to work independently while providing clear daily reports.
Competitive, accountable, resilient, coachable, and motivated by measurable results.
PREFERRED EXPERIENCE
B2B appointment setting
SaaS sales development
Real estate prospecting
Home-service contractor outreach
Virtual assistant agency appointment setting
Database reactivation
Trade-show and event lead follow-up
No-show recovery and rebooking
CRM and sales pipeline management
Dialer or power-dialer platforms
LinkedIn outreach
Facebook and Instagram outreach
Email outreach sequences
Lead nurturing campaigns
Working during U.S. business hours
Experience supporting sales closers, revenue managers, or CEOs
EXAMPLE DAILY WORKFLOW
9:00 AM: Review the lead list, prioritize tasks, study scripts, and establish daily goals.
9:30 AM–12:00 PM: Complete the primary outbound calling block.
12:30 PM–2:00 PM: Conduct email, LinkedIn, Facebook, and other direct-message outreach.
2:00 PM–4:00 PM: Complete follow-up calls, callbacks, and lead-reactivation activities.
4:00 PM–5:00 PM: Confirm upcoming appointments, follow up with no-shows, update the CRM, and submit the daily report.
KEY PERFORMANCE INDICATORS
Complete approximately 80–150 outbound touches per day.
Generate approximately 20 meaningful prospect conversations per day.
Book approximately 3–5 qualified calls per day.
Maintain an appointment confirmation rate of at least 70%.
Maintain a strong appointment show-up rate.
Follow up promptly with no-shows and work to rebook qualified prospects.
Complete all scheduled callbacks and follow-up attempts.
Maintain accurate, complete, and timely CRM notes.
Consistently meet agreed-upon outreach, conversation, booking, and pipeline targets.
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