Client Coordinator (Solar Appointment Setting)

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  Respond promptly to new inquiries from quote requests, website forms, estimator tools, incoming calls, and other marketing channels.

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  Contact leads by phone and approved text and email channels.

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  Prioritize fresh leads, scheduled callbacks, and missed inbound inquiries, including calls handled by our answering service.

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  Follow the established contact cadence and maintain consistent follow-up with prospects who have not yet connected or are not ready to move forward.

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  Re-engage older opportunities during designated follow-up blocks.

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  Schedule outreach around customer time zones and approved calling windows.

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  Handle questions and objections professionally, using approved messaging and qualification guidelines.

• Understand the customer's interest, project needs, timing, and readiness for an advisor consultation.

• Apply the company's qualification criteria before booking.

• Schedule qualified consultations using current advisor availability.

• Offer same-day or near-term appointments when appropriate for the customer and advisor.

• Confirm appointment details, customer time zone, and any preparation needed.

• Provide clear notes so the advisor can continue the conversation without asking the customer to repeat basic information.

• Complete appointment confirmations and reminders through established workflows.

• Follow up promptly on cancellations and no-shows to identify appropriate opportunities to reschedule.

• Coordinate with advisors when customer needs, availability, or appointment details change.

• Track appointment outcomes accurately, including booked, held, canceled, rescheduled, and no-show statuses.

• Maintain the original appointment history when rescheduling so reporting remains accurate.

• Answer incoming calls professionally while assigned to phone coverage.

• Help customers reconnect with their advisor or reach the appropriate department.

• Route sales, support, accounting, and other inquiries accurately.

• Record messages and callback requests with enough detail for the receiving team to act.

• Coordinate coverage and handoffs with the other Client Coordinator, including breaks and shift changes.

• Keep GoHighLevel contact records, call dispositions, appointment details, and follow-up tasks current.

• Record useful notes after customer interactions, including qualification details, objections, and next steps.

• Use approved AI-assisted tools for summaries and documentation, reviewing their output for accuracy.

• Maintain accurate appointment and sales attribution.

• Participate in coaching, call reviews, and regular performance discussions.

• Share recurring customer questions, lead-quality issues, and scheduling constraints with sales and marketing.

• Detail-oriented with strong organizational skills.

• Excellent English communication and comprehension skills with a clear, professional phone presence.

• Previous experience in appointment setting, lead generation, inside sales, or customer service. At least 2 years of relevant experience preferred.

• Experience using GoHighLevel or similar CRM platforms.

• Comfortable handling both inbound and outbound calls, lead qualification, appointment scheduling, and follow-ups.

• Ability to follow approved call scripts consistently, accurately verify customer information, and maintain detailed CRM records.

• Self-motivated, receptive to coaching, and able to work independently.

At Clark Outsourcing, we're redefining what it means to work in a BPO. This isn't your regular office setup - it's where careers flourish, friendships grow, and fun is always part of the deal. Our culture is unmatched (seriously, our team swears by it), and we promise you'll have to experience it yourself to believe it.

Here's what's in store for you:

At CO, it's not just about work - it's about loving where you work. Ready to experience the best workplace ever? We can't wait to welcome you to the team!