Sales & lead generation
Hire a Filipino appointment setter
An appointment setter follows up with new leads within minutes, qualifies them with your questions, and books the good ones onto your calendar.
What they take off your plate
- Call, text or email new inbound leads soon after they arrive
- Qualify leads with the questions you define
- Book qualified prospects into your calendar
- Send reminders to cut no-shows
- Re-engage old leads who went quiet
- Log every call and outcome in your CRM
Speed to lead wins meetings
Most businesses pay good money for leads and then call them back the next day. By then the prospect has filled in two other forms and talked to a competitor. An appointment setter’s whole job is closing that gap: fast first contact, a few good questions, and a meeting on the calendar.
What makes a strong setter
Great appointment setters sound like helpful people, not scripts. They listen more than they talk, they qualify honestly so your calendar isn’t full of bad fits, and they log everything so nothing falls through the cracks. We test all three in a recorded role-play before you meet anyone.
Pair it with the right systems
A setter works best when new leads land in one place instantly. If leads arrive by email, forms and ads in different formats, our automation specialists can route them all into your CRM with an alert, so the setter never misses one.
How we vet for this role
The skills test
The skills test is a recorded role-play: three mock calls with prospects who are interested, hesitant and not a fit, followed by a written log of each call. We listen for warmth, control of the conversation and honest qualification, then check the notes for accuracy.
It is one of eight checks, alongside a portfolio review, a past employment check, a live English interview, a paid trial task, a background check and an NDA. You interview the shortlist at the end.
See all eight checksGetting started
What the first 30 days look like
- Week 1
Your setter learns the offer, your qualifying questions and the calendar rules, and practices calls with you or your team.
- Week 2
Live follow-up on new leads begins, with call notes reviewed daily.
- Week 3
Old-lead re-engagement starts. The call script gets tightened based on real objections.
- Week 4
Review booking rate and show-up rate together and agree the targets for month two.
Measuring it
Numbers worth watching
Agree on these in week one so you both know what good looks like.
- Time from new lead to first contact
- Contact rate on new leads
- Meetings booked per week
- Show-up rate for booked meetings
Industries
Where this role often works
- Healthcare & clinicsScheduling, insurance verification and patient follow-up, handled by VAs who have worked US healthcare accounts.
- Real estateLead follow-up, transaction coordination and listing admin for agents and teams.
- Agencies, coaches & SaaSClient onboarding, operations and customer support, so the founder stops doing every job.
FAQ
Questions about hiring a appointment setter
What's the difference between an appointment setter and a lead generation specialist?
A lead generation specialist finds and contacts new prospects. An appointment setter works the leads you already have, mostly inbound, and turns them into booked meetings. Many businesses need the setter first.
Are there rules about calling and texting leads in the US?
Yes. The Telephone Consumer Protection Act and state laws restrict automated calls and texts, especially without prior consent, and do-not-call lists apply. Your setter follows the consent rules you already use, and it's worth confirming your process with your legal advisor.
How fast should new leads be contacted?
As fast as you can manage, ideally within minutes during business hours. Leads cool quickly, and the first business to call back often wins the meeting.
Does an appointment setter need a US phone number?
They should call from your business number or a local number your calling software provides, so prospects recognize it and can call back.
Related roles
Often hired alongside
- Lead generation specialistA lead generation specialist builds targeted prospect lists, runs outreach across email and LinkedIn, and hands you warm replies, all tracked in your CRM.
- Inside sales agentAn inside sales agent follows up with new leads within minutes, qualifies buyers and sellers, books appointments with your agents and nurtures everyone who isn't ready yet.
- Executive assistantAn executive assistant runs your inbox, calendar and follow-ups so your hours go to the work only you can do. We place Filipino EAs who have supported busy leaders before.
Tell us what your appointment setter should own.
Book a 30-minute discovery call. Bring your task list and a budget range, and we'll show you what to delegate first.
Book a discovery call