Appointment Setter / Lead Nurture Specialist for Funding Brokerage (AmerifundX)
Worldwide
About AmerifundX We help profitable blue‑collar contractors (HVAC, plumbing, electrical, home services) access $50K–$250K in business credit and funding so they can buy trucks, equipment, and cover payroll without draining personal savings. We generate inbound leads from paid ads and need a dedicated pro to work them fast and get them to show up ready to buy. Role Overview Your main job: 1) Call new leads within 5 minutes of opting in. 2) Book qualified contractors into our calendar. 3) Nurture and remind them so they actually show up to the call, pre‑framed and ready to make a decision. This is a setter role, not a closer role. You warm them up and hand them to our closer. Key Outcomes (What You’re Measured On) - Median response time to new leads: under 5 minutes during your coverage hours. - Contact rate on new leads. - Appointment set rate (qualified leads to booked calls). - Show-up rate for booked calls. - Nurture touchpoints completed on every lead (no one falls through the cracks). Core Responsibilities - Call, text, and email every new inbound lead within 5 minutes of coming in (during agreed hours). - Run a short discovery to qualify (credit score band, business type, basic revenue, funding need) using our script. - Book qualified prospects directly onto the closer’s calendar (same day / next day whenever possible). - Confirm every booked call via SMS + quick confirmation call. - Send reminders and answer basic questions between booking and appointment so they feel taken care of and know what to expect on the call. - Re‑engage no‑shows and cancellations to reschedule. - Work old leads in the CRM with structured follow-up (calls + SMS). - Take clean notes in GoHighLevel so the closer starts every call with context. - Coordinate with the closer via Slack, handing off hot prospects and urgent questions fast. Requirements - Excellent spoken and written English; confident speaking to US business owners. - Prior experience as an appointment setter / SDR / call center rep (B2B or high‑ticket B2C preferred). - Comfortable making a high volume of calls and sending lots of short, natural messages. - Reliable internet, quiet workspace, and ability to work US hours (Pacific time overlap required). - Coachable, hungry, and willing to role‑play and improve. Tools We Use - GoHighLevel (CRM, pipeline, texting) - Slack - Google Meet / Zoom (Experience is a plus, but we’ll train you.) Compensation - Hourly base (Upwork) + performance bonuses tied to: - Qualified appointments booked - Qualified appointments that show - Potential upside per deal closed How to Apply - Start your proposal with: “Blue Collar Setter” so we know you read this. - Send a short Loom or audio sample (1–2 minutes) introducing yourself as if you were calling an HVAC contractor lead from our ads. - Briefly share your experience with appointment setting and your average daily call volume in past roles.
- Less than 30 hrs/weekHourly
- 3-6 monthsDuration
- ExpertExperience Level
- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:10 to 15
- Last viewed by client:3 weeks ago
- Interviewing:7
- Invites sent:21
- Unanswered invites:12
About the client
- United States11:50 PM
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by