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Role Overview
The Outbound Appointment Setter / Telemarketing Specialist at Custom Installation's main role is to support our sales organization by converting outbound and nurtured leads into scheduled roof inspection appointments.
This role is call-intensive and results-driven. Success is measured by appointments booked, not calls placed. The ideal candidate is comfortable working a list persistently, handling objections, and staying on the phone until an appointment is secured.
This is not a passive customer service role.
What You Will Own
Outbound Calling with Intent
You will make outbound calls to targeted homeowner lists, including:
Homeowners with cedar, slate, or specialty roofing systems
Leads already included in email and text drip campaigns
Aggregator and partner leads that require follow-up and nurturing
Storm-related or time-sensitive opportunities
While some outreach may be colder in nature, these are intent-driven lists, not random dialing. Your job is to work each list thoughtfully and persistently.
High-Quality Appointment Setting
This role is not about jamming calendars.
You will:
Ask smart discovery questions
Handle common objections professionally
Clearly explain the value of a roof inspection or consultation
Know when to move forward-and when to disqualify
The expectation is solid, qualified appointments that sales reps want to run and that homeowners are prepared for.
Clean ExecutionFollow-Through
Document all call activity and outcomes accurately in the CRM
Follow call flows and scripts while keeping conversations natural
Maintain follow-up discipline until appointments are booked or leads are fully worked
Stay aligned with leadership on campaign focus and priorities
Team-Level Impact
You will work closely with sales leadership to:
Improve conversion rates from outbound and nurtured leads
Tighten qualification criteria
Raise the overall quality of appointments being handed to the field
This role directly impacts sales performance and pipeline health.
Who Thrives Here
You may be a strong fit if you:
Have experience in appointment setting, telemarketing, inside sales, or call centers
Can follow structure without sounding robotic
Think on your feet and ask good follow-up questions
Stay focused and positive during high-volume calling blocks
Are motivated by performance, improvement, and earning more by producing more
Experience in home services, roofing, or insurance restoration is a plus-but not required. We can teach the product. We cannot teach persistence, curiosity, or work ethic.
Qualifications
1-3 years of experience in sales, telemarketing, or customer-facing roles
Comfort using CRM systems and dialing tools
Strong communication skills and professional phone presence
Ability to stay organized and consistent in a goal-driven environment
High school diploma or GED
Schedule
Business-hour calling windows preferred (9:00am-5:00pm)
Flexibility based on campaign needs and lead volume
Compensation
Hourly base pay - $20
Per-appointment Commission
Performance-based bonuses tied to booked and/or completed appointments
Why This Role Matters
This position is intended to:
Increase conversion from existing lead sources
Improve speed to appointment following storms and campaigns
Reduce idle or under-worked leads
Create consistent outbound follow-up discipline
Allow sales reps to focus on inspections and closing
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