Outbound Lead Generation & Appointment Setter / Move Coordinator

Accountabilities

• Conduct outbound cold calls to homeowners using approved prospect lists, scripts, and calling procedures.

• Prioritize newly qualified prospects, scheduled callbacks, and follow-ups before working through older leads as time permits.

• Identify homeowners who are genuinely planning a move and determine whether they represent a suitable business opportunity.

• Gather essential qualification details, including expected moving date, local or long-distance relocation, destination, approximate home or moving size, and whether the prospect has already selected a moving provider.

• Handle routine questions, objections, and concerns naturally, confidently, and professionally without applying excessive sales pressure.

• Respect customer preferences, including immediately honoring explicit declines and Do Not Call requests.

• Offer warm transfers to the sales team when qualified prospects are available and interested in speaking with a salesperson.

• Complete the required internal lead form before initiating a warm transfer to ensure the sales team has relevant customer information.

• When a live transfer is unavailable, arrange or request virtual or on-site moving estimates.

• Submit qualified leads through approved lead forms or website workflows, ensuring accurate and complete information.

• Avoid entering unqualified prospects into the sales system.

• Maintain detailed records of call attempts, outcomes, talk time, callbacks, qualified leads, appointments, and relevant customer notes.

• Send approved follow-up emails using provided templates when appropriate and maintain an organized follow-up schedule.

• Provide feedback on lead quality, customer reactions, common objections, and effective calling times.

• Participate in coaching sessions and adapt scripts, outreach strategies, and calling approaches as the pilot evolves.

• Track and report performance indicators, including call volume, talk time, contact rates, qualified leads, warm transfers, scheduled appointments, appointment attendance, estimates, booked jobs, and attributable revenue.

• Focus on meaningful customer conversations and lead quality rather than maximizing call volume alone.

Scope Limitations:

• This role does not involve quoting moving rates, estimating moving hours or volumes, or negotiating pricing.

• Responsibilities do not include closing sales, collecting deposits, or conducting full moving inventories.

• Contractors must not promise service availability or arrival times.

• Access to the company's full SmartMoving CRM is not required.

• Hard-selling prospects who clearly decline is not part of the role.

Requirements:

• Proven experience in outbound cold calling, lead generation, telemarketing, or appointment setting is required.

• Strong objection-handling skills and the ability to respond confidently to common customer concerns.

• Excellent spoken English and professional telephone communication skills, with clear, natural, and near-native-level communication.

• Experience communicating with U.S. consumers is strongly preferred.

• Familiarity with Google Sheets, Microsoft Excel, email platforms, and online lead forms.

• Experience using RingCentral or similar outbound calling and warm-transfer platforms is preferred.

• Previous experience in moving services, logistics, home services, real estate, or related industries is an advantage.

• Spanish language skills are considered a plus but are not mandatory.

• Ability to remain motivated and resilient when handling repeated rejection during cold-calling activities.

• Confident, warm, conversational, and persuasive communication style without being aggressive or overly scripted.

• Strong ability to ask relevant questions, qualify prospects, and adapt conversations to individual customer needs.

• Good judgment when deciding whether to address objections or respectfully end a conversation.

• Comfortable speaking with skeptical or cautious homeowners and building trust during initial contact.

• Self-motivated and capable of working independently while maintaining consistent productivity.

• Strong organizational skills, particularly when managing callbacks, follow-ups, prospect information, and lead tracking.

• Receptive to coaching, performance feedback, and continuous improvement.

• Ability to adapt calling strategies and schedules based on performance data and customer response patterns.

• Availability to work approximately 10–15 hours per week, with potential for additional hours depending on pilot results.

• Availability to work Monday through Friday, approximately 2–3 hours daily, initially during 8:00 AM–11:00 AM Pacific Time, with other daytime calling windows potentially tested.

Benefits:

• Competitive compensation rates.

• Weekly payments according to the terms of the independent contractor engagement.

• Fully remote working opportunity, with offshore and nearshore candidates welcome.

• Flexible part-time schedule of approximately 10–15 hours per week.

• Potential to increase working hours as the lead-generation pilot develops and performance benchmarks are established.

• Free training and professional upskilling opportunities.

• Ongoing support, guidance, and coaching throughout the engagement.

• Access to a vibrant and supportive community of remote professionals.

• Opportunity to develop expertise in outbound sales, lead generation, appointment setting, and customer relationship management.

• Exposure to the U.S. moving and relocation services market.

• Opportunity to contribute to a new business development initiative and influence its future growth.

• Possibility of exploring additional remote contractor opportunities.