SDR Appointment Scheduling

Description

Job Summary: The SDR Appointment Scheduling role will conduct the initial contact with interested prospects, converting interest into scheduled visits for sales consultants, ensuring an excellent experience. Key Highlights: 1. Focus on initial contact and qualified appointment scheduling. 2. Responsibility for organizing leads and keeping the CRM updated. 3. Consultative and persuasive communication with prompt customer service. **Description:** ---------------- SDR APPOINTMENT SCHEDULING Role Mission: Conduct the first interaction with prospects who register via UFit’s social media channels and/or website, delivering an outstanding contact experience and converting interest into appointments for in-person visits at the nearest unit with a Sales Consultant. Scope and Target Audience Works on inbound leads—registrations originating from organic traffic and the website—which enter a database/CRM. Engages potential students in the early stage of interest, prior to in-person consultation. Exclusive Responsibilities: Initial contact + appointment scheduling + attendance confirmation (when applicable). Key Responsibilities Receive and organize leads in the CRM, ensuring complete and standardized data (name, phone number, preferred unit, source, etc.). Conduct prompt and efficient outreach (via WhatsApp/phone/other designated channels), applying a consultative script. Understand the customer’s objective (e.g., weight loss, muscle gain, health, routine) and direct them to the most suitable unit and time slot. Schedule visits to tour the facility and/or attend a trial class, aligning with the customer’s availability. Confirm appointments pre- or post-scheduling and reduce no-shows through reminders and follow-ups. Ensure an organized hand-off to the unit’s Sales Consultant: relay context, preferences, and contact history. Record all interactions, statuses, reasons, and next steps in the CRM for full traceability. Routine and Execution Standards Contact cadence: attempts across different time windows (morning, afternoon, evening), with structured follow-up. Service quality: clear, empathetic, concise, and solution-oriented language. CRM hygiene: no lead without status; daily updates of stage and reason for loss (where applicable). Focus on qualified scheduling: schedule only with commitment and complete information. Suggested KPIs Lead response time (SLA for first contact). Number of customers served. Number of customers scheduled. Attendance rate (show rate) among scheduled customers. Hand-off quality to the unit (CRM completeness and contextual accuracy). Interfaces and Tools Interfaces: Marketing (lead source), Sales Consultants (units), Unit Management, Customer Support. Tools: CRM, WhatsApp (or official platform), telephony, spreadsheets/BI (where applicable). **Requirements:** ----------------- Expected Competencies * Communication and persuasion with a consultative attitude. * Organization and discipline in maintaining cadence. * Promptness in customer service and record-keeping. * Ability to handle objections and maintain quality under volume.