FORTE Talents
Appointment Setter (Warm Inbound Leads)
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Role Summary
The Appointment Setter serves as the critical link between marketing interest and client revenue by transforming warm inbound leads into qualified appointments. Working on-site in Wigan, you will act as the first point of human contact for diverse service-based businesses, ensuring every enquiry is handled with professionalism and speed. This junior, full-time role is measured by your ability to maintain high lead-to-appointment conversion rates and data integrity within our systems.
Work Setup & Collaboration
- On-site presence at our Wigan office is required to ensure seamless communication with the internal team.
- Operate with high autonomy over your daily lead queue, prioritizing rapid responses to new enquiries.
- Collaborate closely with lead generation specialists to provide feedback on lead quality and campaign performance.
- Follow standardized qualification processes while maintaining the flexibility to have natural, unscripted conversations.
What You'll Do
- Contact new inbound leads immediately following their enquiry to maximize engagement and conversion.
- Qualify prospective customers by asking targeted questions based on specific client and industry requirements.
- Schedule consultations and surveys directly into client calendars using integrated booking software.
- Manage persistent follow-up cycles for leads who are not reached on the initial attempt.
- Maintain CRM accuracy by updating lead statuses, contact history, and detailed qualification notes.
- Navigate diverse industries, adapting your communication style for dental, healthcare, and home improvement sectors.
- Identify process improvements to help the agency increase the overall lead-to-appointment conversion rate.
- Own the lead journey from the moment of enquiry until the appointment is successfully handed off to the client.
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Success Indicators
- Achieve a lead-to-appointment conversion rate aligned with industry-specific benchmarks.
- Maintain a "speed to lead" SLA, ensuring new enquiries are called within minutes of submission.
- Ensure 100% CRM data integrity, with no missing notes or outdated lead statuses.
- Consistently meet or exceed monthly commission targets (OTE £40K+).
Required Qualifications
- 1–2 years of experience in a phone-based role such as customer service, sales, or recruitment.
- Exceptional verbal communication skills with a natural ability to build rapport and guide conversations.
- Strong organizational skills to manage a high volume of leads without losing track of follow-ups.
- Proficiency with CRM systems and the ability to learn new digital tools quickly.
- Professional persistence and a positive, resilient attitude toward high-volume outreach.
- Fluent spoken English is essential for clear communication with UK-based customers.
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Nice to Have
- Previous experience in a lead generation or digital marketing agency environment.
- Familiarity with the home improvement or healthcare service industries.
- Experience using automated scheduling platforms or multi-client CRM setups.
About the Team/Environment
Zaffel is a high-velocity lead generation agency that prioritizes quality and professional rapport over aggressive sales tactics. We operate with a growth-focused mindset, utilizing modern CRM automation and digital tools to support our clients' expansion. Our Wigan-based team is collaborative and fast-paced, offering a supportive environment where high performance is recognized through a competitive commission structure.
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