Serving Northeast OH, Northwest PA & Southwest NY, Meadville, Harborcreek, Erie
The Six Roles of the Appointment Center
The ACM has 100% ownership of these six roles. Every interaction and outcome is documented in MarketSharp in real time.
Primary Roles and Ownership (Daily)
Catcher — Respond to inbound phone calls from prospective and existing customers. Qualify needs, schedule appointments with the appropriate estimator based on service type and territory, and capture complete lead information in MarketSharp.
Surfer — Execute call tasks generated by MarketSharp’s automated lead sequences for web form submissions, online inquiries, and digital leads. Speed-to-lead is critical — web leads requiring a live callback must be contacted within two minutes when not engaged on another call.
Recycler — Contact customers whose appointments were cancelled before the estimator visit. Use the Recycler script to identify the reason for cancellation, overcome objections, and rebook. Run the daily cancellation report or work system-generated Recycler tasks.
Hunter — Follow up on unsold proposals to either close the sale over the phone or schedule a revisit with an estimator. Work new unsold proposals as they enter the queue (approximately 15 days after the original appointment) and systematically address the existing backlog.
Seasonal / Periodic Roles
Showtime — Following home shows and events, contact all leads not booked at the show to schedule appointments. Coordinate with marketing on lead sheets, promoter notes, and scheduling windows. Intensity increases during show season (typically February–April)
Perennial — Conduct quarterly outreach campaigns to existing customers for annual maintenance, service check-ups, and additional project opportunities. Work from system-generated lists based on installation anniversary dates.
Additional Responsibilities
Qualifications
Required
Preferred
Core Values Alignment
The ISR represents DBC’s brand in every interaction. This role requires someone who naturally embodies DBC’s three core values:
Excel Every Time — Every call, every CRM Apply For This Job
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