
A sales team is incomplete without an appointment setter. These professionals generate and nurture leads, eliminating mundane tasks and increasing the efficiency of your sales team, allowing sales representatives to focus on closing deals. But to achieve all of this and more, you have to hire skilled professionals to do the job. So, if you’re looking to hire an appointment setter, we have a guide to help you choose the best candidates to fill this role.
1. Understand the Role of Appointment Setters
The first step to hiring the right appointment setter is properly understanding what they do. When you understand the scope and nature of their job, you know what to look out for when hiring a candidate.
Appointment setters are in charge of appointment scheduling. They have comprehensive knowledge of the products or services your company offers so they can give sales pitches and forge relationships with qualified leads.
Appointment setters also perform administrative tasks like cold calling, managing customer relationships, and managing statistics. They schedule convenient meetings for all parties, regardless of their time zone.
2. Create a Job Description
Based on the demands of your sales team, you need to create a job description that clearly states the role of your ideal appointment setter. In the job description, highlight key qualifications and skills that you require from your preferred candidate.
Usually, this job demands the right candidate to have strong communication and organizational skills, knowledge of sales, time management skills, be focused and result-driven, and be tech-savvy.
3. Go Sourcing for Candidates
Once you’ve successfully completed the job description, the next thing you have to do is source candidates. You can find appointment setters on different platforms.
Many recruiters and employers source candidates using recruitment agencies, job boards, and social media. You can post the job descriptions on these platforms with your contact information so interested applicants can reach out.
4. Screen Candidates
Assess all applications if you want to get the best candidates to work at your company. Read through cover letters and resumes to identify candidates who have the relevant skills and experience for the job.
When you select the top candidates for the job, contact them for a virtual or physical interview. Here, you can ask them about their visions and goals and determine if their personality aligns with your company’s culture.
5. Conduct a More Advanced Interview
A second interview is required to test the skills of the shortlisted candidate. Carry out structured interviews that gauge their soft and hard skills.
These interviews give you insights into the performance and potential of the applicant. Let the interview be as thorough as possible if you want to hire the right appointment setter for your business.
6. Onboard and Train the Recruit
Introduce your appointment setter to the company. Let them know the vision, goals, targets, products, and services the company offers.
Provide them with the necessary work tools and introduce them to team members and other employees in the company. Also, train them on how to handle objections, use specific CRM software, basic sales techniques, and time management, among others.
The right appointment setter can scale your sales team and help you meet your targets. Ensure you follow this guide to choose the best candidate for your company.