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Customer service & sales
Appointment setter
You contact prospects, qualify them briefly, and book meetings for a sales representative.
- Beginner-friendly
- Yes
- Experience
- None required
- Education
- No formal requirement
- Portfolio
- Not usually required
- Communication
- Strong spoken and written English
- Technical difficulty
- Low
- Typical preparation time
- 3–6 weeks of focused preparation
Common tasks
- Calling or messaging a prepared prospect list
- Qualifying against simple criteria
- Booking meetings into a sales calendar
- Logging every contact in the CRM
Transferable skills you may already have
- Sales
- Persuasion
- Resilience
- Phone confidence
Remote-work skills this role needs
- Call discipline
- CRM logging
- Daily activity reporting
Role-specific skills
- Call scripts
- Objection handling
- Qualification frameworks
- Dialler use
Recommended tools
- HubSpot
- Aircall or similar dialler
- Google Calendar
Suggested practice projects
- Write and record a 60-second qualification script and objection responses
- Build a 50-prospect list with a documented qualification rule
Readiness checklist
- I can explain what this role does day to day
- I have practised with: HubSpot, Aircall or similar dialler, Google Calendar
- I have at least one work sample I can share
- My CV uses the keywords for this role
- I have prepared answers to the interview questions below
Common job titles and search keywords
Appointment setterSDRLead-generation assistantcold callingqualificationbooked meetingsCRMoutbound
Likely interview questions
- How do you handle 'send me an email' as a brush-off?
- How many dials would you expect to make in a day?
CV guidance
Show activity and conversion numbers: calls made, meetings booked, show-up rate.
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