Appointment Setting & Client Intake Specialist

What You'll Do

• •Answer inbound calls from prospects (200+ calls/month)
• •Qualify inbound leads quickly—understand needs, company size, timeline
• •Schedule walkthroughs and consultation meetings
• •Input lead data into CRM with 95%+ accuracy
• •Manage email/SMS follow-up sequences
• •Handle scheduling conflicts and coordinate with operations
• •Maintain clean, organized CRM records
• •Send confirmation emails and provide next steps
• •Track inbound conversion metrics and report weekly

What We're Looking For

• •Customer service or administrative background (2+ years preferred)
• •Excellent phone voice and communication skills
• •Strong organizational skills
• •Attention to detail (data entry accuracy critical)
• •Comfortable with CRM, email, spreadsheets, phone system
• •Positive attitude, handle high call volume without stress
• •Can work from our GTA office (not remote)

What You DON'T Need

• ×Sales background
• ×Cleaning industry knowledge
• ×Technical certifications

Compensation & Benefits

• •Base Salary: $28,000 - $36,000/year
• •Performance Bonus: $50 per scheduled walkthrough that closes
• •Benefits: Health coverage, paid time off, professional development

Success Metrics

Why Join Us

• •Critical to growth—good intake multiplies deals
• •Learn the business, options to move into other roles
• •Low stress, high impact—not responsible for closing
• •Supportive environment, clear expectations

Tools You'll Use

Quo (phone system) • Custom CRM • Email platform • SMS/follow-up tools • Google Sheets