Inside Sales/Appointment Setter VA (Part-Time)
part-time•Philippines
About this role
The Inside Sales / Appointment Setter VA supports the client, a private lender based in Nashville, Tennessee, who operates nationwide in financing for builders, developers, and real estate investors.
The VA’s primary objective is to execute a consistent outreach cadence—via phone, email, and text—to book qualified borrower appointments directly on the client’s calendar.
This role requires strong communication skills, disciplined follow-up, and transparent daily reporting through approved systems.
DUTIES & RESPONSIBILITIES
1. Outbound Outreach Execution- Conduct daily outbound communication (calls, texts, emails) using the pre-qualified lead database provided by the client. Follow a structured cadence (email → call → text → follow-up) to maximize connection rates.
- Confirm that each contacted individual meets criteria.
- Book qualified leads directly on client’s Calendly (or approved calendar). Ensure all details (lead name, contact info, date/time, call synopsis) are correctly entered in the invite description.
- Provide a concise summary (“synopsis”) of each conversation in the calendar invite so the client is informed before each call.
- Ensure the client's calendar remains optimized—only confirmed, qualified appointments are scheduled within the available 2-hour daily call window (Mon–Fri). Prevent overlapping or double bookings.
- Send Start-of-Day (SOD) and End-of-Day (EOD) reports via email summarizing planned and completed outreach.
- Log all outreach attempts, statuses, and outcomes in the designated Tracker/CRM file daily. Each lead should have an updated disposition (Contacted / No Answer / Appointment Set / Unqualified).
- Clean and verify lead data (name, phone, email). Perform skip tracing or validation where needed to fill missing contact fields.
5. Reporting Summaries
- Compile weekly summary reports from daily logs showing: number of contacts made, responses received, appointments booked, and show-rate percentages.
6. Confidentiality Compliance
- Adhere strictly to the NDA and data handling protocols defined in this playbook. Ensure all lead data is securely stored and not exported externally.
KNOWLEDGE OR SKILLS NEEDED
- Understanding the role of builders, general contractors, and investors in real estate lending. Familiarity with the concept of borrower qualification, DSCR loans, and project-based financing.
- Knowledge of outbound cadence strategies (email → call → text → follow-up) and appointment-setting best practices.
- Familiarity with data management in Excel or lightweight CRM trackers for logging call outcomes, follow-ups, and contact dispositions.
- Understanding how to book and organize appointments using Calendly or Google Calendar, ensuring accuracy in time zones and buffer periods.
- Understanding American business communication standards—professional yet conversational tone; concise, respectful messaging; avoidance of filler or slang.
TOOLS NEEDED
- CRM Platforms (Lead Management Tracker)
- Gmail (Custom Domain)
- Hubspot Calendar
What you'll do
- The Inside Sales / Appointment Setter VA is responsible for executing outreach to book qualified borrower appointments on the client's calendar. This includes managing communication through calls, emails, and texts, as well as maintaining accurate records and reporting.
About Scale Virtually
Scale Virtually is a world-class staffing agency that finds brilliant talent and fully integrates them into your business. Our experts consult with you to develop customized business processes and training which enable you to have the proper foundation to building your team and scaling your business.
We work with small to midsized companies that are looking for innovative solutions to reduce costs, leverage teams to get their time back while scaling their business.
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Frequently Asked Questions
What does a Inside Sales/Appointment Setter VA (Part-Time) do at Scale Virtually?
As a Inside Sales/Appointment Setter VA (Part-Time) at Scale Virtually, you will: the Inside Sales / Appointment Setter VA is responsible for executing outreach to book qualified borrower appointments on the client's calendar. This includes managing communication through calls, emails, and texts, as well as maintaining accurate records and reporting..
Is the Inside Sales/Appointment Setter VA (Part-Time) position at Scale Virtually remote?
The Inside Sales/Appointment Setter VA (Part-Time) position at Scale Virtually is based in Philippines, Philippines. Contact the company through Clera for specific work arrangement details.
How do I apply for the Inside Sales/Appointment Setter VA (Part-Time) position at Scale Virtually?
You can apply for the Inside Sales/Appointment Setter VA (Part-Time) position at Scale Virtuallydirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.