Treantly
woodworking and home improvement
AppointmentSetter(Part-Time)
Neural analysis suggests this role is
optimal for Entry candidates.
“Appointment Setter (Part-Time) at Treantly. Skills: responding to inbound calls, gathering important client information, qualifying project inquiries, booking appointments. responding to inbound calls. gathering important client information”
Industry & Context.
What They're Looking For.
Must Have
Previous experience as an Appointment Setter, Customer Service Representative, Sales Support Specialist, or similar role, verbal communication skills and confidence handling inbound calls, Experience qualifying leads and asking discovery questions, Comfortable scheduling appointments and managing follow-ups, Organized and detail-oriented when tracking customer information and opportunities, Able to communicate warmly, professionally, and clearly with homeowners or potential clients, Comfortable with light upselling and identifying customer needs, Ability to work independently and follow established processes
Nice to Have
Experience with CRM tools, scheduling tools, spreadsheets, or similar systems is preferred, Prior experience in home improvement, construction, renovation, real estate, or service-based businesses is a plus, but not required
What You'll Do.
responding to inbound calls
gathering important client information
qualifying project inquiries
booking appointments for the internal team
handling inbound inquiries
scheduling appointments
managing new opportunities from the first point of contact
How You'll Work.
Team & Collaboration
Coordinate with the internal team to ensure qualified leads are properly handed off
Communication Scope
professional and friendly manner; warm and professional way; confident handling inbound calls; communicate warmly, professionally, and clearly
Full Job Description
### Appointment Setter **Work Setup:** Remote **Schedule:** Part-time, EST ### Company Description Our client is a growing custom woodworking and home improvement business that helps homeowners bring their project ideas to life through quality craftsmanship, clear communication, and reliable service. The company works with clients on custom cabinetry, built-ins, CNC work, and other tailored woodwork projects. They are looking for a Part-Time Appointment Setter who can support the team by handling inbound inquiries, qualifying leads, scheduling appointments, and helping manage new opportunities from the first point of contact. ### Role Description The Appointment Setter will be responsible for responding to inbound calls, gathering important client information, qualifying project inquiries, and booking appointments for the internal team. This role is ideal for someone who is confident on the phone, organized, and comfortable speaking with potential customers in a warm and professional way. The ideal candidate should be able to ask the right questions, identify the client’s needs, provide basic information, and help move qualified opportunities forward. Light upselling may also be part of the role, so the candidate should be comfortable identifying additional services or project needs when appropriate. ### Job Responsibilities * Answer inbound calls from potential and existing customers in a professional and friendly manner * Gather key information about the customer’s project, timeline, budget, and needs * Qualify leads based on the company’s service offerings and project fit * Schedule appointments, consultations, or follow-up calls for the internal team * Manage and update opportunities in the company’s tracking system or CRM * Follow up with leads as needed to confirm details, appointments, or next steps * Provide basic information about services and guide customers through the initial inquiry process * Identify light upselling opportunities when a customer may be
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