Law Firm Appointment Specialist

How to Manage a Small Law Firm; Oregon; Hybrid; USD 45,000 - 75,000; Full time

Job summary

How to Manage a Small Law Firm (HTM) is seeking a Sales Development Representative / Appointment Setter to connect with prospective members, understand their business goals, and book qualified Diagnostics with our New Member Specialists. You will respond to inbound inquiries, follow up on campaign and event leads, and coordinate outreach across phone, email, and text while maintaining accurate records in GoHighLevel.

Success is measured by booked diagnostics, response times, and show rates.

Qualifications

• Experience in appointment setting or inside sales.
• Strong phone communication and listening skills.
• Ability to qualify needs and explain next steps clearly.
• Experience documenting conversations and follow-ups in a CRM.
• Organized with attention to calendars, time zones, and handoffs.

Responsibilities

• Respond promptly to inquiries via phone, email, and text.
• Confirm ownership and goals, assess fit to qualification criteria.
• Explain 60-minute Diagnostics and coordinate with New Member Specialist.
• Book qualified owners into approved calendar availability.
• Follow up with interested prospects and manage campaign leads.
• Support appointment confirmations and reminders.

Skills

Appointment setting

Inside sales

CRM experience

Phone communication

Lead follow-up

Tools

GoHighLevel CRM

Job description

How to Manage a Small Law Firm (HTM) is seeking a Sales Development Representative / Appointment Setter to connect with prospective members, understand their business goals, and book qualified Diagnostics with our New Member Specialists. You will respond to inbound inquiries, follow up on campaign and event leads, and coordinate outreach across phone, email, and text while maintaining accurate records in GoHighLevel.

Success is measured by booked diagnostics, response times, and show rates.