• Conduct outbound cold calls to prospective clients: Make high-volume calls daily to potential business clients across various industries. Calls typically range from 3–6 minutes and aim to introduce the company’s services, identify potential needs, and spark interest in a scheduled consultation. • Execute targeted cold email outreach campaigns: Develop and send strategic cold emails to complement phone outreach efforts. Follow up promptly on email responses to nurture leads, provide additional information, and secure confirmed appointments. • Utilize Apollo CRM for lead management: Work within the Apollo platform to manage and track all outreach activities. Keep detailed notes on every contact, call outcome, and follow-up schedule to maintain accurate and organized records of your daily performance. • Engage decision-makers across key industries: Reach out to Safety Managers, HR Managers, and Risk Managers in labor-intensive sectors such as construction, manufacturing, transportation, hospitality, and retail. Understand their business challenges and communicate how our solutions can address their needs effectively. • Qualify and set appointments for senior sales representatives: Identify high-quality leads by assessing interest levels, urgency, and fit with company offerings. Secure appointments for senior closers by presenting value propositions clearly and ensuring leads meet the defined qualification criteria. • Maintain accurate and up-to-date records: Document all outreach activities, call summaries, and client information in the CRM. Monitor personal performance metrics and report progress to supervisors regularly. Ensure data integrity and compliance with company standards. • Collaborate closely with the sales team: Work in alignment with sales executives and team leaders to ensure seamless lead handoffs. Share insights from conversations with prospects to improve sales strategies and enhance team performance. • Stay informed and continuously improve performance: Participate in training sessions, performance reviews, and feedback discussions. Stay updated on company offerings, target markets, and outreach best practices to continually improve efficiency and conversion rates.

Role Description Conversion Key is seeking a disciplined and professional Appointment Setter to manage inbound real estate leads for residential builders and real estate operators. This role is responsible for engaging new inquiries quickly, qualifying prospects, nurturing conversations, and booking high-quality appointments for our clients' sales teams. You will work inside structured CRM systems with automation and AI support, ensuring no lead goes cold and every opportunity is properly qualified. This is not a call center position. This is a performance-based sales support role. Key Responsibilities - Respond to inbound leads immediately via phone, SMS, and email - Qualify prospects based on defined criteria (budget, timeline, intent, location, etc.) - Book qualified appointments into client calendars - Maintain accurate CRM records and pipeline stages - Follow structured follow-up sequences - Re-engage aged or unresponsive leads - Confirm appointments to improve show rates - Report daily activity and KPIs Performance Metrics - Speed to lead response - Contact rate - Qualification rate - Appointments booked - Show rate - CRM accuracy Qualifications - Clear, professional English communication - Neutral accent (preferred) - Confident on the phone - Strong objection-handling skills - Organized and disciplined - Comfortable working with CRM systems - Sales or real estate experience preferred - Self-managed and performance-driven What We Offer - Structured systems and scripts - AI-assisted follow-up support - Performance-based growth opportunities - Long-term role potential - Remote flexibility Who This Role Is For - Professionals who want structured expectations - Strong communicators who thrive in performance environments - Individuals who understand sales psychology - Those comfortable handling real estate prospects Who This Role Is NOT For - Individuals looking for passive admin work - Script-readers with no adaptability - Those uncomfortable making outbound calls - Anyone who struggles with accountability Compensation Compensation structure will include: - Base pay - Performance incentives tied to booked appointments and show rates

• Execute major outbound cold calls per day using a power dialer to reach decision-makers in the US. • Confidently navigate gatekeepers, deliver value-driven pitches, and handle common rejections using provided scripts and battle cards. • Accurately update and manage lead statuses, call dispositions, and meeting notes directly within Zoho CRM. • Trigger automated follow-up SMS and email sequences for prospects who do not answer or request more information. • Consistently hit daily and weekly quotas for connected calls and qualified booked appointments.

• Dial and Smile: Reach out to potential clients with your charming personality and set up appointments like a pro. • Calendar Conqueror: Manage schedules with the precision of a Swiss watchmaker. • Follow-Up Fanatic: Ensure no appointment is left behind with timely follow-ups to leads and sales team members alike. • Team Player: Collaborate with our sales teams and partner to deliver SaaS revenue. • Contacting Customers: Spend around 6 hours daily reaching out via phone, email, SMS, video calls, and a dialler. • Following Up on Leads: No stone is left unturned. Over a 14-day period, our intuitive system will guide you to make calls, send SMSs, and emails to ensure every lead is worked thoroughly. • Building Relationships: Understand NZ business owners' goals and pain points. Training and Improving: Dedicate about 1 hour daily to better understand Thryv software and improve your communication skills through daily huddles, team meetings, call calibration, and one-on-one coaching.