Rochellie Yco

• Managed scheduling and coordination of lead appointments to enhance operational efficiency.
• Developed and maintained strong relationships with clients, fostering trust and reliability.
• Utilized CRM software (GHL) to track interactions, ensuring accurate record-keeping and follow-ups.
• Streamlined appointment-setting processes, reducing scheduling conflicts and improving client satisfaction.

• Make outbound calls to residential and/or commercial prospects in Florida
• Engage potential customers and explain the benefits of switching to solar energy
• Qualify leads based on predefined criteria (e.g., homeowner status, electric bill amount, roof suitability)
• Set up appointments for in-home consultations with solar sales consultants
• Follow up on leads through calls and SMS
• Maintain accurate records of calls, conversations, and outcomes in the CRM (GHL)
• Meet or exceed daily/weekly/monthly appointment-setting goals and KPIs
• Provide excellent customer service and represent the brand professionally at all times

B. Appointment Setter/Lead Generation Specialist for Vacations Near Me

• Make outbound calls to qualified leads
• Engage timeshare owners in meaningful conversations to understand their ownership situation and frustrations
• -Set appointments for legal intake specialists or consultants to conduct full case evaluations
• Meet daily/weekly targets for call volume, appointment sets, and conversion rates
• Maintain a calm, respectful tone and never make false promises or misleading claims

• Calling small business to offer merchant services (credit card processing, cost reduction and software solutions) and set appointments for a business presentation with a local account specialist.

• - Calling building and company owners to offer Benchmarking Report Services and set appointments for an ocular visit with either Audits Team or Engineering Department
• - Assisting clients with their Benchmark Reports inquiries and concerns via email, inbound calls and chat
• - Making outbound calls to remind clients of their bill payments
• - Setting appointments for a business presentation
• - Managing and rectifying accounts with their proper sequence and deal stages in the system
• - Analyzing data, identifying pain points and proposing KPIs restructuring for business development

• Calling business facilities to offer disinfecting and cleaning services and set an appointment for a business presentation between the sales development specialist and the client.

• Roles and Responsibilities: Calling customers to offer cable and broadband services and set an appointment with the installers/technicians for the installation.

• Managing and leading a team of couriers and ensuring that packages are delivered in a timely manner.

• Roles and Responsibilities: Assisting customers with their bill, account management and basic troubleshooting their postpaid and business mobile accounts.

• Roles and Responsibilities: Assisting customers with general inquiries, account management and troubleshooting devices and upselling products.

• Roles and Responsibilities: Assisting customers in activating their credit card accounts.

• Roles and Responsibilities: Retaining customers by offering free services and upselling products.

• Roles and Responsibilities: Helping customers with manual credit check to identify the deposit that they need to pay before activating their accounts.

• Roles and Responsibilities: Taking escalated calls, one on one coaching with agents and providing constructive feedback, call calibrations and making reports for the team.

• Roles and Responsibilities: Retaining customers by offering free services, upselling by upgrading their plans and services.