Healthcare Outbound Lead Qualification & Appointment-Setting Specialist

Healthcare Outbound Lead Qualification & Appointment-Setting Specialist About the Company Exclusive Building Services, LLC provides recurring janitorial and facility-support services to healthcare organizations throughout Suffolk County, Nassau County, and Queens, New York. We are seeking a professional outbound caller to help us introduce EBS to medical and healthcare offices, identify the correct decision-makers, qualify potential future opportunities, and schedule appropriate follow-up with the company’s founder. This is **not a hard-closing sales role**. You will not price services, prepare proposals, negotiate contracts, or attempt to close cleaning accounts. Role Overview You will contact a pre-researched list of healthcare businesses provided by EBS. These will generally be cold prospects that appear to fit our target market but have not yet been qualified. Your job is to conduct brief, professional business-introduction calls and gather accurate information. The successful candidate will sound calm, credible, organized, and respectful, not like a high-pressure call-center representative. Primary Responsibilities You will be responsible for: * Making approximately 20–25 outbound calls per working day. * Confirming the correct cleaning-service or facility-services decision-maker. * Identifying whether cleaning is handled: * In-house. * Through an outside cleaning provider. * By a landlord or property manager. * Through a corporate or regional office. * Confirming the decision-maker’s name, title, telephone number, email address, and preferred contact method when available. * Learning whether the organization has current or occasional cleaning-service concerns. * Determining whether the organization would consider a future cleaning-vendor review. * Identifying contract-renewal, vendor-review, expansion, or callback timing. * Confirming whether the organization operates one location or multiple locations. * Offering an approved company overview by mail or email when appropriate. * Scheduling a qualified callback, introductory conversation, or facility walkthrough with Benjamin Robinson, the founder of EBS. * Recording complete, factual, and action-oriented notes in the FacTrack CRM system. * Creating a clear next action and follow-up date for every viable lead. * Escalating qualified, time-sensitive, multi-location, or strategically important opportunities promptly. What This Role Does Not Include You will not: * Quote or estimate pricing. * Prepare proposals. * Negotiate terms. * Close contracts. * Promise service availability or startup dates. * Guarantee better service or cost savings. * Make infection-control, sterilization, HIPAA, OSHA, certification, or other unsupported compliance claims. * Pressure businesses that are not interested. * Schedule appointments simply to meet an appointment quota. Appointment quality and CRM accuracy are more important than raw call volume. Typical Call Objectives A successful call should accomplish one or more of the following: 1. Confirm the correct decision-maker. 2. Confirm whether cleaning is outsourced, handled internally, landlord-controlled, or corporate-controlled. 3. Identify current or occasional cleaning-service concerns. 4. Determine whether a future vendor review is possible. 5. Identify an appropriate callback or review date. 6. Obtain permission to send company information. 7. Schedule a qualified call or walkthrough with Benjamin. 8. Enter complete notes and a next action in FacTrack (EBS' operating system). Not every call will result in an appointment. Accurate qualification is an important outcome. Expected Schedule * Approximately 10 hours per week during the initial pilot. * Five two-hour work blocks per week. * Calls must be made during normal Eastern Time business hours. * The preferred calling window is generally between 9:00 a.m. and 4:30 p.m. Eastern Time. * The exact schedule will be agreed upon before the pilot begins. There may be an opportunity for ongoing work if the pilot produces qualified opportunities and consistently accurate CRM records. Initial Pilot Expectations During the four-week pilot, the expected activity range is approximately: * 100–125 outbound calls per week. * Two to five substantive conversations per day, depending on contact rates. * Accurate decision-maker identification. * Complete same-day CRM documentation. * A next-action date for every viable lead. * Approximately three to seven accepted sales-qualified leads during the pilot. * Approximately one to three held qualified conversations or walkthroughs, depending on prospect timing. These figures are operating targets, not guaranteed quotas. List quality, seasonality, contact rates, and vendor-review timing will affect results. Systems and Tools EBS will provide or approve: * A pre-researched prospect list. * An approved call script. * Objection-handling guidance. * FacTrack CRM access. * CRM training. * A dedicated EBS email address, when needed. * An approved outbound telephone system or dedicated business number. * Approved email and direct-mail follow-up materials. You must use EBS systems for all prospect activity and enter notes immediately after substantive calls. Required Qualifications Please apply only if you have: * Prior outbound calling, appointment-setting, lead-qualification, or business-development experience. * Clear and professional spoken English. * Strong listening and note-taking skills. * Experience speaking with office managers, practice administrators, operations contacts, facilities personnel, or business owners. * Experience using a CRM. * Reliable high-speed internet. * A quiet and professional calling environment. * A reliable computer and headset. * The ability to work consistently during Eastern Time business hours. * Strong attention to detail. * The ability to follow scripts and procedures without sounding robotic. * The judgment to recognize when a lead should be escalated. Experience calling healthcare, medical-office, facility-services, commercial cleaning, property-management, or other business-to-business prospects is preferred but not required. Ideal Communication Style The ideal caller sounds: * Calm. * Clear. * Brief. * Professional. * Respectful. * Administrative. * Consultative. * Comfortable speaking with busy healthcare-office staff. The caller should not sound: * Aggressive. * Rushed. * Overly scripted. * Casual or unprofessional. * Like a generic telemarketer. * Focused only on booking appointments. Performance Evaluation Performance will be evaluated using: * Quality and accuracy of CRM records. * Number of substantive decision-maker conversations. * Correct identification of cleaning-control arrangements. * Number of qualified prospects identified. * Sales-qualified leads reviewed and accepted by Benjamin. * Qualified meetings or walkthroughs that are actually held. * Quality of scheduled appointments. * Follow-up-date accuracy. * Compliance with scripts and prohibited-language rules. * Reliability and adherence to the agreed schedule. Raw call volume or unqualified appointments will not be considered successful performance. Training The selected freelancer will receive paid training covering: * EBS positioning. * The approved call script. * Caller objectives. * Common objections. * Qualification standards. * Escalation conditions. * FacTrack CRM procedures. * Required call notes. * Role-playing and practice calls. The first live calls and CRM records will be closely reviewed so corrections can be made early. Compensation This will begin as a paid four-week pilot of approximately 10 hours per week. Please include: * Your requested hourly rate. * Whether you prefer hourly or fixed-price pilot compensation. * Any performance-bonus structure you have used successfully in similar roles. Any performance incentive will be based on accepted qualified leads and held qualified meetings—not merely on appointments booked. Application Instructions Please include the following in your application: 1. A short description of your outbound calling or appointment-setting experience. 2. The types of businesses or industries you have called. 3. Your experience using CRM systems. 4. Your availability during Eastern Time business hours. 5. Your requested hourly rate. 6. Your internet speed and calling setup. 7. A brief voice recording introducing yourself and explaining why you are a good fit for this role. 8. The phrase **“Quality Before Volume”** at the beginning of your proposal so we know you read the complete posting. Screening Questions Please answer these questions directly: 1. How do you approach a gatekeeper without sounding pushy? 2. What information should be confirmed before you consider a prospect qualified? 3. How would you respond if someone asks you for a cleaning-service price? 4. How do you keep CRM notes accurate while completing outbound calls? 5. Tell us about a time you scheduled an appointment that later proved to be a strong business opportunity. 6. Are you comfortable making approximately 20–25 business calls per day during Eastern Time business hours? 7. Are you comfortable being evaluated on lead quality and CRM accuracy rather than appointment volume alone? 8. Are you willing to complete a paid role-play and CRM test before beginning the full pilot? Paid Trial Process Shortlisted candidates may be asked to complete: * A brief video interview. * A live role-play call. * A sample CRM-note exercise. * A small paid calling trial using a limited prospect list. The initial pilot may lead to ongoing weekly work for a reliable candidate who produces credible opportunities, protects the EBS brand, and maintains excellent CRM records.