Appointment Setter & Lead Follow-Up Specialist

** LOCAL SAN DIEGO/LA** Appointment Setter & Lead Follow-Up Specialist Phone, Email, LinkedIn and GoHighLevel Stone Canyon Advisors is looking for a confident, organized appointment setter to follow up with business owners who have completed our Acquirable Score assessment and expressed interest in learning more about selling or preparing their company for an eventual exit. This is a warm-lead follow-up role—not cold calling random lists. Your job is to connect personally with business owners, understand what prompted them to think about an exit and schedule the appropriate next conversation. What You’ll Do Call new and existing inbound leads Leave professional voicemails and complete follow-up calls Send personalized emails and LinkedIn messages Ask thoughtful questions about the owner, company and exit timeline Schedule qualified Discovery Meetings Refer certain leads to approved strategic partners Update every interaction and next step in GoHighLevel Add the correct tags, appointments, notes and nurture status Follow a defined outreach cadence without sounding scripted or aggressive Identify CRM or workflow issues that could cause leads to be missed What We’re Looking For You should be: Comfortable speaking with founders and business owners Confident making outbound calls Warm, direct and professional Persistent without being pushy Highly organized and detail-oriented Able to communicate naturally from a script Experienced with appointment setting, lead qualification or sales development Comfortable using GoHighLevel or another CRM Familiar with LinkedIn and professional email outreach Experience in mergers and acquisitions, financial services, business brokerage, valuation or professional services is helpful but not required. Communication Style Our approach is relationship-driven and low-pressure. We are not trying to force business owners into a sales process. We want to hear their story, understand what has them thinking about an exit and help them determine the right next step. You must be able to sound human, credible and curious—not robotic. Typical Outreach You may be following up with a business owner who completed our assessment but has not yet spoken with us. Your conversation may begin with: “I wanted to personally thank you for completing our Acquirable Score and hear what has you thinking about an exit.” From there, your goal is to determine whether they should: Schedule a Discovery Meeting Speak with one of our strategic partners Enter a longer-term nurture process Be contacted again at a later date Tools You will work inside: GoHighLevel LinkedIn Email Phone and voicemail Scheduling platforms Internal scripts and decision trees Full training, templates, login access and detailed operating procedures will be provided after hiring. How Success Is Measured Speed and consistency of lead follow-up Live conversations completed Qualified meetings scheduled Conversion from lead to appointment Accuracy of GoHighLevel records Quality of notes and follow-up Proper use of tags and workflows Number of leads with a clear next action To Apply Please include: Your experience with outbound calling and appointment setting. Your experience with GoHighLevel or another CRM. Your availability and time zone. Your hourly rate. A brief voice recording introducing yourself as if you were calling a business owner who recently completed our assessment. How you would respond if a business owner said, “I’m interested, but I probably won’t sell for another five years.” We are looking for someone dependable who can communicate well, follow a process and take ownership of every lead from initial outreach through the appropriate next step.