Appointment Setter – Business Consultation Scheduling

Progressive Technology; Manila; Hybrid; PHP 201,000 - 290,000; Full time

Job summary

Progressive Technology is seeking a motivated Appointment Setter – Business Consultation Scheduling to join our growing team. The role involves contacting prospective clients, introducing our consultation services, and scheduling appointments for business consultants or sales representatives.

You will manage calendars, maintain accurate records in our CRM, and follow up on inquiries to confirm appointments.

Qualifications

• High school diploma or equivalent; business administration/marketing is a plus.
• Strong verbal and written English skills for professional emails and calls.
• Able to build rapport and communicate with diverse clients.

Responsibilities

• Contact prospective clients via phone, email, and other channels to introduce services.
• Schedule consultations between prospects and consultants/sales reps; manage calendars.
• Qualify leads with preliminary questions on needs, interests, and availability.
• Explain the purpose of consultations and provide clear next steps.
• Maintain accurate CRM records and track appointment status and follow-ups.

Skills

Verbal communication

Written English

Interpersonal skills

Organizational skills

Independent work

Education

High school diploma

Advantage: Business administration/marketing background

Tools

HubSpot CRM

Salesforce

Zoho CRM

Job description

Job Summary

Progressive Technology is seeking a motivated, organized, and communication-focused Appointment Setter – Business Consultation Scheduling to join our growing team. This role is ideal for individuals who enjoy communicating with people, building professional relationships, and helping businesses connect with potential clients through well-organized consultation appointments.

The successful candidate will be responsible for contacting prospective clients, introducing business consultation services, understanding initial customer interests, and scheduling appointments for business consultants or sales representatives. The role requires excellent verbal and written communication skills, a professional telephone manner, and the ability to manage appointment calendars while maintaining accurate records of client interactions.

As an Appointment Setter, you will play an important role in supporting business development activities by identifying interested prospects, following up with potential clients, confirming scheduled meetings, and ensuring that consultants have the information they need before each consultation.

Candidates should be comfortable working with email, telephone calls, customer relationship management (CRM) systems, scheduling platforms, and other digital communication tools. Individuals with previous experience in customer service, telemarketing, sales support, administration, or appointment scheduling are encouraged to apply. Entry-level candidates with a positive attitude and a willingness to learn may also be considered.

Key Responsibilities

• Prospect Outreach: Contact prospective clients through telephone calls, emails, and other approved communication channels to introduce business consultation services.
• Appointment Scheduling: Arrange consultation meetings between interested prospects and the appropriate business consultants, sales representatives, or account managers.
• Lead Qualification: Ask relevant preliminary questions to understand a prospects business needs, interests, availability, and suitability for a consultation.
• Client Communication: Explain the purpose of consultations clearly, answer basic questions, and provide accurate information about the next steps.
• Calendar Management: Maintain appointment calendars, coordinate meeting times, avoid scheduling conflicts, and accommodate changes when necessary.
• Follow-Up Activities: Follow up with prospective clients who have requested additional information, expressed interest, or need assistance confirming an appointment.
• Appointment Confirmation: Send meeting confirmations, reminders, and relevant joining instructions to reduce missed appointments.
• CRM Management: Record contact details, communication history, appointment status, follow-up dates, and other relevant information in the designated CRM system.
• Lead Tracking: Monitor the progress of assigned leads and update records when appointments are booked, rescheduled, cancelled, or completed.
• Internal Coordination: Communicate with consultants and sales teams to ensure they receive accurate appointment details and relevant prospect information.
• Customer Relationship Building: Maintain a polite, professional, and helpful approach when interacting with potential clients.
• Performance Monitoring: Work toward reasonable appointment-setting, follow-up, and communication quality targets established by the team.
• Confidentiality: Handle customer information responsibly and follow company policies regarding data protection, consent, and communication practices.
• Process Improvement: Share feedback on outreach methods, scheduling challenges, and opportunities to improve the prospect experience.

Required Skills and Qualifications

• High school diploma or equivalent qualification; additional education in business administration, marketing, communications, or a related field is an advantage.
• Strong verbal communication skills and the ability to speak confidently with prospective clients.
• Good written English skills for sending professional emails, appointment confirmations, and follow-up messages.
• Excellent interpersonal skills and the ability to establish rapport with different types of customers.
• Strong organizational skills and the ability to manage multiple appointments and follow-up tasks.
• Basic computer proficiency, including email, internet browsing, calendars, spreadsheets, and online meeting platforms.
• Familiarity with CRM software, lead management tools, or appointment scheduling applications is an advantage.
• Good listening skills and the ability to understand client requirements before scheduling a consultation.
• A professional, patient, and customer-focused attitude.
• The ability to work independently while collaborating effectively with sales and consulting teams.
• Strong attention to detail when recording contact information and updating appointment schedules.
• A willingness to learn company procedures, consultation offerings, and communication techniques.
• Reliable internet access and a suitable work environment if the position is offered remotely.

Experience

Progressive Technology welcomes applications from both experienced professionals and suitable entry-level candidates.

Preferred experience includes:

• Previous work in appointment setting, telemarketing, customer service, telesales, lead generation, or sales administration.
• Experience scheduling meetings, managing calendars, or coordinating client consultations.
• Familiarity with CRM platforms such as HubSpot, Salesforce, Zoho CRM, or similar tools.
• Experience making outbound calls, responding to inquiries, and conducting professional follow-ups.
• Exposure to business-to-business (B2B) communication or professional service environments.

Candidates without direct experience may be considered if they demonstrate strong communication skills, attention to detail, confidence when speaking with people, and a genuine interest in learning appointment-setting procedures.

Working Hours

• Employment type: Full-time or part-time, depending on business requirements and the agreed arrangement.
• Work arrangement: Remote, hybrid, or office-based, depending on the vacancy offered.
• Working schedule: Fixed or flexible shifts may be available, subject to team coverage and client availability.
• Availability: Candidates may need to coordinate appointments across different time zones when supporting clients in multiple regions.
• Breaks and weekly rest days will follow the applicable employment terms and local requirements.
• Attendance, punctuality, and timely completion of scheduled follow-ups are important for this role.
• Specific working hours, shift timings, compensation, and employment conditions will be communicated during the recruitment process.

Knowledge, Skills and Abilities

Communication and Relationship Management

Ability to communicate professionally and explain the purpose of a business consultation.

Confidence in speaking with prospective clients over the telephone or through digital channels.

Ability to listen actively, respond appropriately, and maintain positive conversations.

Professional email etiquette and clear written communication.

Organization and Time Management

Ability to prioritize outreach, follow-ups, confirmations, and administrative tasks.

Skill in coordinating calendars and identifying suitable meeting times.

Ability to manage competing priorities without compromising accuracy.

Technology and Digital Tools

Working knowledge of email applications, digital calendars, spreadsheets, and video conferencing tools.

Ability to learn CRM systems and online appointment-booking platforms.

Confidence updating digital records and maintaining organized client information.

Problem-Solving and Adaptability

Ability to respond calmly to scheduling changes, cancellations, and customer questions.

Willingness to learn from feedback and improve communication techniques.

Ability to adapt to changing business priorities and client requirements.

Professionalism and Accountability

Commitment to punctuality, reliability, confidentiality, and respectful communication.

Ability to follow approved scripts and procedures while keeping conversations natural.

Willingness to meet agreed performance expectations and maintain accurate records.

Benefits

Subject to the actual employment offer and company policy, potential benefits may include:

• Competitive compensation based on experience, working hours, location, and responsibilities.
• Performance-based incentives where applicable and clearly defined.
• Remote or hybrid working opportunities for eligible positions.
• Flexible scheduling options where business operations permit.
• Structured onboarding and training in appointment setting, client communication, and scheduling tools.
• Opportunities to develop customer service, lead management, and business development skills.
• Experience working with digital communication platforms and CRM systems.
• Opportunities to progress into senior appointment setting, sales support, customer relationship management, or business development roles.
• A professional environment that encourages accountability, teamwork, and continuous learning.
• Final benefits and eligibility will be confirmed in the official job offer. Benefits listed here are potential offerings and are not guaranteed unless expressly included in the employment terms.

Why Join Progressive Technology?

Joining Progressive Technology in this role offers an opportunity to develop valuable professional skills while contributing to business growth and client engagement.

As an Appointment Setter, you will help create the first positive impression for prospective clients and support the consultation process from initial contact through confirmed scheduling. Your work will help consultants spend more time engaging with suitable prospects and less time managing routine coordination tasks.

Reasons to consider this opportunity include:

• Build In-Demand Skills: Develop practical experience in communication, scheduling, lead qualification, and customer relationship management.
• Grow Your Career: Build a foundation for future opportunities in sales, business development, client services, and administration.
• Learn Digital Tools: Gain familiarity with CRM platforms, calendar applications, and online meeting technologies.
• Make a Meaningful Contribution: Help connect prospective clients with the right professionals and support an organized consultation experience.
• Work Collaboratively: Coordinate with colleagues and contribute to shared business objectives.
• Develop Professionally: Improve confidence, time management, problem-solving, and professional communication through everyday responsibilities.

This position may be particularly suitable for motivated freshers, career starters, and experienced customer service professionals seeking to develop their careers in business support and client engagement.