How to onboard a new appointment setter presentation  - Klarkit

How to onboard a new appointment setter presentation 

Appointment Setter


An appointment setter plays a crucial role in a business by effectively managing and scheduling appointments for the sales team. They act as the first point of contact for potential clients, reaching out to them through various communication channels to set up appointments.   

Statistics report that 17,965 appointment setters are currently employed in the United States of America. Of that number, men take up 26.3%, whereas women take up 73.7% of Appointment setters in the same demographics.   

The appointment setter role has become necessary as it helps streamline the sales process, ensuring that the sales team can focus on closing deals rather than spending time on administrative tasks. The appointment setter also helps maintain a consistent flow of leads by proactively reaching out to potential clients and ensuring that appointments are scheduled in a timely manner.   

Our study shows that 84% of appointment setters are more open to working in a private establishment than in a public company. Their attention to detail and organizational skills are vital in ensuring that appointments are properly documented and communicated to the relevant parties.   

Overall, the appointment setter plays a pivotal role in maximizing the efficiency and productivity of a business by effectively managing appointments and facilitating the sales process.  

The onboarding process for New Appointment Setter.  

You need a well-structured onboarding process for new appointment setters. A well-designed onboarding program ensures that new appointment setters are equipped with the necessary knowledge, skills, and resources to excel in their role. Weezly says onboarding appointment setters set the foundation for their success and help them integrate seamlessly into the organization.  

The basic things that happen during the onboarding process for new appointment setters are that they are introduced to the company’s culture, values, and goals. They learn about the products or services that they will promote and understand your target audience. This knowledge enables them to effectively communicate with potential clients and tailor their approach to meet their needs.  

You must ensure that the onboarding process also takes into concern comprehensive training on the tools and technologies used in the appointment setting process. This enables new setters to become proficient in using the CRM system, call scripts, and any other software or equipment necessary for their job.

In addition to the above, new appointment setters will be indoctrinated into the organization and they can feel valued and as member of the team, this will in turn boost their motivation and job satisfaction.  

Ensure that during the onboarding period, new appointment setters are paired with experienced mentors or supervisors. According to the 5 Key Benefits of Mentorship written by Amanda J. Painter, she noted in her article that mentorship helps new hires or new appointment setters with the guidance needed to adapt and thrive in the organization.   

What is the Role of an Appointment Setter  

This subheading discusses the responsibilities and the objectives that your new appointment setter will be required to perform on the job.  

Responsibilities of an Appointment Setter  

The duties and goals of an appointment setter encompass a range of responsibilities within a professional setting.   

Appointment setter job description

The primary responsibility of an appointment setter is to reach out to potential clients or customers to schedule appointments or meetings. The appointment setter job description encompasses making phone calls, sending emails, or using other communication channels to establish contact and arrange a suitable time for a meeting.  

Imagine when your leads contact you out of business hours and you need to schedule them for a call the new day, Klarkit Out of Hours AI Bot is the new appointment setter in town leveraging technology to solve your needs.  

Objectives of an Appointment Setter  

The main objective of an appointment setter is to effectively manage their time and resources to secure appointments that align with the organization’s objectives. They must possess excellent communication skills, be persuasive, and have a good understanding of the products or services being offered.  

Additionally, appointment setters may also be responsible for record-keeping; they will maintain an accurate record of appointments, follow up with clients, and provide necessary information to the sales team.  

Get insight on the best scheduling tool for 2024 to ensure that your appointment setters are efficient always.   

Preparing for Onboarding  

A comprehensive onboarding plan holds significant importance in ensuring the smooth integration of new employees into an organization. When you have a properly drafted onboarding plan, employers can effectively communicate their expectations, goals, and values to new hires, setting the foundation for a successful working relationship.  

According to Unboxed Technology in their article Understanding the Importance of a Positive Onboarding Experience stressed that a good onboarding plan is necessary if you want to get your new hire to quickly acclimatize themselves with the new workspace and culture. 

This plan helps new employees understand their roles and responsibilities, as well as the resources available to them. A detailed onboarding plan also facilitates the development of a positive company culture, as new hires are introduced to the organization’s values, mission, and vision.  

Key Stakeholders in the Onboarding Process of a New Appointment Setter 

The Hiring Manager:  

The hiring manager is one of the key stakeholders in the onboarding process of a new appointment setter. He is responsible for selecting and bringing in new talent to the organization. He painstakingly oversees the onboarding process and ensures that the new employee is properly integrated into the team.  

Team Members: 

Team members are very important in the onboarding process because they will work closely with the new appointment setter, providing the guidance and support needed during the first few days on the job. 

They help the new employee understand the team dynamics, company culture, and job responsibilities.  


The final key stakeholders in the onboarding process of an appointment setter are the trainers. Trainers play a significant role in the onboarding process by providing necessary training and development programs to equip new employees with the required skills and knowledge for their role.    

Onboarding Process  

A Step-by-step Guide on How to Onboard a New Appointment Setter.  

Onboarding Process


At this stage, you introduce and induct the new hire into the organization, providing insight into the company’s culture, values, and mission. 


The second stage of the onboarding process of a new appointment setter involves training the new hire comprehensively about the product or service on offer by the company, the sales techniques to be adopted, and the use of CRM systems to boost sales efficiency. 

Shadowing: Also referred to as the understudy stage. Under this step, the new appointment setter is allowed to observe and shadow an experienced member of the team, so as to learn the ropes. 


Since the new hire would have to understudy a team member, here is a chance to put what they learned into action. You will need to conduct mock calls and meetings under this step to practice different scenarios. 


Give your feedback regularly and provide coaching where necessary to address an area that a new appointment setter might lack and needs improvement. 


Like they say, an apprentice is bound to be a master someday. Hence, you should gradually start granting autonomy to your new appointment setters and let them take on more responsibilities. That way, they can be comfortable and independent. 


This article, in discussing how to onboard new appointment setters discussed the onboarding process for new appointment setters, the roles they are expected to play, their key responsibilities, and the objectives that they should strive to achieve. Important skills required of a new appointment setter were highlighted and how to prepare for the onboarding process was elucidated.  

After a clear knowledge of the key stakeholders in the onboarding process, we talked about the step-by-step guide to onboarding a new appointment setter. It is pertinent that you implement these outlined steps if you want to ensure a smooth transition and maximize the appointment setter’s potential for your business growth.  

George Adefemi
George Adefemi

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