π APPT SETTER SAMPLE PORTFOLIO
π SAMPLE PORTFOLIO
CONTENT
(Recreated β for demonstration purposes only)
By Deborah Moyosoluwa Ojeaburu
1β£ Sample Role Overview
Role:
Inside Sales Agent / Appointment Setter
Industry:
Home Services (Roofing)
Market:
United States
Work Type:
Outbound Calling & Lead Qualification
Responsibilities:
Outbound calls to homeowners
Qualifying service needs
Verifying property eligibility
Booking appointments for service providers
CRM documentation and follow-ups
2β£ Sample Call Objective
Primary Goal:
Qualify homeowners with roofing concerns and book an appointment with a licensed
contractor.
Secondary Goals:
Build trust quickly
Confirm location & property type
Identify urgency and homeowner readiness
Ensure appointment confirmation
3β£ Sample Call Flow
1. Introduction
Greet homeowner politely
State reason for call clearly
2. Qualification
Ask about roofing condition
Confirm homeowner status
Confirm location eligibility
3. Needs Assessment
Identify problem (leak, storm damage, aging roof)
Ask about timeline
4. Appointment Booking
Offer available time slots
Confirm details
5. Closing
Confirm appointment
Thank the homeowner
4β£ Sample Outbound Call Script
Agent:
βHey leadβs name, How is it going,
My name is mary from-------------, did i catch you at a bad time?
We got your request for a free roof estimate and we are reaching out to confirm if
we can swing by for a free inspection?
Will love to confirm the following informations?
Are you the homeowner please?
What is your current roofing materials? ( Shingles / metals, etc)
How old is the roof?
Any Leaks or damages?
What types of home please?
Can you please confrim the home address?
Full Replacement/Repair
Then offer available day based on the rooferβs calender.
5β£ Sample Qualification Checklist
β Homeowner (not renter)
β Property within service area
β Roofing issue
Full Replacement/Repair
β Willing to schedule inspection
β Availability confirmed
6β£ Sample Objection Handling
Objection: βIβm busy right now.β
Response:
βNo problem at all. I can schedule a quick follow-up at a time that works
best for you. Would later today or tomorrow be better?β
Objection: βIβm not interested.β
Response:
βI understand. Many homeowners felt the same until they noticed small
issues turning costly. This inspection is completely free, with no
obligation.β
7β£ Sample CRM Notes
Call Outcome: Qualified β Appointment Booked
Roof Issue: Possible leak / damage
Property Type: Single-family home/Mobile
Appointment Date: [Sample date]
Notes: Homeowner concerned about water stains in ceiling
8β£ Sample Follow-Up Message
SMS Example:
βHello! This is Mary confirming your roof inspection
appointment scheduled for tomorrow at 2 PM. Please let us
know if the time stands. Thank you!β
9β£ Sample Performance Metrics
Avg Calls per Day: 100β150
Focus: Speed + Accuracy
Strengths: Clear communication, calm tone, adaptability
Improvement Area: Call pacing (actively improving)
π Important Portfolio Disclaimer
All materials shown are recreated samples for demonstration
purposes only.
No real company data, leads, or systems were used.