CPT-11733 Outbound Lead Generation & Appointment Setter / Move Coordinator

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

An established local and long-distance moving company is seeking one dedicated part-time VA for a new outbound lead-generation pilot.

The VA will contact homeowners from approved prospect lists who may have an upcoming move. The goal is to identify genuine moving opportunities and connect interested prospects with the company’s sales team.

This is not a closing or estimating position. The VA’s responsibility is to create interest, qualify the opportunity, and facilitate the next step.

The ideal candidate has genuine cold-calling experience, is comfortable with frequent rejection, sounds natural and trustworthy with U.S. consumers, and can confidently handle routine objections without becoming pushy.

Complete the internal lead form before the warm transfer so the salesperson has the customer’s information immediately

Responsibilities

CPT-11733

• Outbound Lead Generation & Appointment Setter / Move Coordinator
• Independent Contractor – CPT-11733 Outbound Lead Generation & Appointment Setter / Move Coordinator/Business Support VA/Junior-Senior Level (Remote).
• The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
• Scope of Services
• Contractors will be required to provide services that align with the following client tasks:

Outbound Calling & Qualification

• Call homeowner prospects using the company’s approved lead lists and scripts
• Prioritize the newest qualified listings first, then scheduled callbacks and follow-ups, then older backlog as time allows
• Determine whether the homeowner is actually planning a move
• Respect clear declines and Do Not Call requests immediately

Lead Handoff & Appointment Setting

• Offer a warm transfer to the company’s salesperson when a qualified prospect is available
• If a live transfer is unavailable, schedule or request a virtual or on-site moving estimate
• Submit qualified leads through the approved lead form or website workflow
• Do not enter unqualified cold prospects into the company’s sales system
• Record call attempts, outcomes, talk time, callbacks, qualified leads, appointments, and relevant notes in the approved tracking system
• Send approved follow-up emails using provided templates when appropriate

Maintain an organized follow-up list

• Provide feedback on lead quality, customer responses, common objections, and effective calling times
• Incorporate coaching and script adjustments as the pilot develops

Pilot Performance Measurement

• Because this is a new program, initial performance will be used to establish realistic benchmarks. The pilot will initially track:
• Number of dials, total talk time, and right-party contacts
• Confirmed movers, qualified leads, and warm transfers
• Estimates generated, booked jobs, and revenue attributable to the program
• Quoting moving rates
• Estimating move hours or volume
• Negotiating pricing
• Closing sales
• Collecting deposits
• Accessing the company’s full SmartMoving CRM
• Hard-selling customers who clearly decline
• Organized with callbacks and follow-up
• Coachable and receptive to performance feedback

Requirements

• Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
• The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
• Outbound cold calling, lead generation, or appointment-setting experience required
• Strong objection-handling skills required
• Excellent spoken English and professional phone communication required
• Familiarity with Google Sheets, Excel, email, and online lead forms required
• Proven true cold-calling experience
• Comfortable hearing "no" repeatedly without becoming discouraged
• Confident, warm, and conversational
• Able to ask questions rather than simply read a script
• Persuasive without being aggressive
• Knows when to use a reasonable rebuttal and when to respectfully end the call
• Comfortable speaking with skeptical or cautious homeowners
• Independent and self-motivated
• Able to adjust calling approach and schedule based on results
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level
• Contracted Hours per Week: 10-15 Hours (Pilot; Potential to Expand Based on Results)

Preferred

• Experience calling U.S. consumers strongly preferred
• Experience with logistics, moving, home services, real estate, or similar industries preferred
• RingCentral experience preferred
• Spanish is a plus but not required
• ACCENT PREFERENCE: Level A–B (Clear, Natural, Near-Native English Communication)
• REGION PREFERENCES: Offshore or Nearshore

Benefits

• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!

APPLICATION INSTRUCTIONS

If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing.

Log in using your 20four7VA-issued email address to access the portal.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

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If you're interested in this opportunity, click APPLY TO POSITION to proceed.

• Gather basic information: approximate move timeframe, local or long-distance move, destination if known, approximate home or move size, and whether they have already selected a mover
• Handle routine questions and objections naturally

• Raw dial volume alone will not determine performance. Higher talk time may naturally result in fewer total dials when meaningful customer conversations occur.
• This Role Does Not Include
• Performing full moving inventories
• Promising availability or arrival times

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

RingCentral – Outbound Calling and Warm Transfers

Google Workspace – Email and Shared Files

• Google Sheets / Approved Tracker – Prospect Activity and Results
• Company Lead Form / Website Form – Submission of Qualified Leads to the Sales Team
• No SmartMoving Access Required for This Position

Work Schedule

Contracted Hours per Week: 10-15 Hours (Pilot; Potential to Expand Based on Results)

Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)

Daily Working Time: Approximately 2–3 Hours/Day; Initial Calling Window: About 8:00 AM–11:00 AM PT (Other Daytime Windows May Be Tested)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

REQUIRED SERVICE: Business Support

Daily Working Time: Approximately 2–3 Hours/Day; Initial Calling Window: About 8:00 AM–11:00 AM PT (Other Daytime Windows May Be Tested)

REPORTING TO/POC: To Be Determined

Number of VAs: 1

GENDER PREFERENCE: None

LANGUAGES SPOKEN/PREFERENCE: Fluent English Required (Spanish is a Plus)