CPT-11733 Outbound Lead Generation & Appointment Setter / Move Coordinator

• →Call homeowner prospects using the company’s approved lead lists and scripts
• →Prioritize the newest qualified listings first, then scheduled callbacks and follow-ups, then older backlog as time allows
• →Determine whether the homeowner is actually planning a move
• →Gather basic information: approximate move timeframe, local or long-distance move, destination if known, approximate home or move size, and whether they have already selected a mover
• →Handle routine questions and objections naturally
• →Respect clear declines and Do Not Call requests immediately

• Offer a warm transfer to the company’s salesperson when a qualified prospect is available
• Complete the internal lead form before the warm transfer so the salesperson has the customer’s information immediately
• If a live transfer is unavailable, schedule or request a virtual or on-site moving estimate
• Submit qualified leads through the approved lead form or website workflow
• Do not enter unqualified cold prospects into the company’s sales system

• Record call attempts, outcomes, talk time, callbacks, qualified leads, appointments, and relevant notes in the approved tracking system
• Send approved follow-up emails using provided templates when appropriate
• Maintain an organized follow-up list
• Provide feedback on lead quality, customer responses, common objections, and effective calling times
• Incorporate coaching and script adjustments as the pilot develops

Because this is a new program, initial performance will be used to establish realistic benchmarks. The pilot will initially track:

• Number of dials, total talk time, and right-party contacts
• Confirmed movers, qualified leads, and warm transfers
• Appointments scheduled and appointment show rate
• Estimates generated, booked jobs, and revenue attributable to the program

Raw dial volume alone will not determine performance. Higher talk time may naturally result in fewer total dials when meaningful customer conversations occur.

• Quoting moving rates
• Estimating move hours or volume
• Negotiating pricing
• Closing sales
• Collecting deposits
• Performing full moving inventories
• Promising availability or arrival times
• Accessing the company’s full SmartMoving CRM
• Hard-selling customers who clearly decline

• Proven true cold-calling experience
• Comfortable hearing "no" repeatedly without becoming discouraged
• Confident, warm, and conversational
• Able to ask questions rather than simply read a script
• Persuasive without being aggressive
• Knows when to use a reasonable rebuttal and when to respectfully end the call
• Comfortable speaking with skeptical or cautious homeowners
• Independent and self-motivated
• Organized with callbacks and follow-up
• Coachable and receptive to performance feedback
• Able to adjust calling approach and schedule based on results

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level
• Contracted Hours per Week: 10-15 Hours (Pilot; Potential to Expand Based on Results)
• Daily Working Time: Approximately 2–3 Hours/Day; Initial Calling Window: About 8:00 AM–11:00 AM PT (Other Daytime Windows May Be Tested)
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: Fluent English Required (Spanish is a Plus)
• ACCENT PREFERENCE: Level A–B (Clear, Natural, Near-Native English Communication)
• REGION PREFERENCES: Offshore or Nearshore

• RingCentral – Outbound Calling and Warm Transfers
• Google Workspace – Email and Shared Files
• Google Sheets / Approved Tracker – Prospect Activity and Results
• Company Lead Form / Website Form – Submission of Qualified Leads to the Sales Team
• No SmartMoving Access Required for This Position

• Contracted Hours per Week: 10-15 Hours (Pilot; Potential to Expand Based on Results)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: Approximately 2–3 Hours/Day; Initial Calling Window: About 8:00 AM–11:00 AM PT (Other Daytime Windows May Be Tested)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement