Field Canvassing Team Lead

Summary


The Customer Acquisition Team Lead is responsible for planning, coordinating, and overseeing door-to-door appointment-setting campaigns to drive sales opportunities and achieve organizational goals for their assigned area. This role involves managing a team of appointment setters, implementing strategies, and ensuring the highest standards of professionalism and efficiency in the field.


Qualification Requirements


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Minimum Qualifications

• High School Diploma or equivalent required; College Degree preferred

• Quick problem-solving skills to address challenges encountered during appointment-setting activities.

• Strong leadership and team management abilities to guide and motivate a team of appointment setters.

• Excellent communication skills to convey product or service information clearly

• Train appointment setters effectively.

• Ability to plan and organize appointment-setting activities, set priorities, and meet targets.

• Exhibit quick problem-solving skills to address challenges encountered during appointment-setting activities.

• Previous experience in sales, appointment setting, or a related field is required.

• High ethical standards and a commitment to conducting appointment-setting activities with integrity and professionalism.

Knowledge, Skills, and Abilities

• Excellent customer relations, empathetic & personable skills

• Ability to work Microsoft suites and Internal software's

• Ability to roadmap success

• High energy

• Must be able to organize & prioritize

• Ability to adapt well and accept feedback in a changing environment

• Must be comfortable in technology driven environment

• Ability to work independently

Supervisory Responsibilities


Customer Acquisition Specialist


Essential Functions

• Develop and implement strategies for door-to-door appointment setting to achieve campaign goals and increase sales opportunities by cutting maps for each member of your team.

• Recruit, train, and manage a team of appointment setters for effective execution of the door-to-door campaign.

• Foster a positive and motivated work environment to maximize team productivity.

• Set clear targets and goals for the appointment-setting team in terms of scheduled appointments, leads generated, and conversion rates. The minimum monthly requirement for demos per month is 8 per canvasser

• Provide comprehensive training to appointment setters on effective communication, product or service knowledge, due diligence, and appointment-setting techniques.

• Conduct ongoing coaching and skill development sessions for continuous improvement.

• Oversee day-today appointment-setting activities in the field, ensuring adherence to campaign guidelines and maintaining a positive customer experience.

• Conduct regular field visits to assess team performance and provide constructive feedback.

• Implement systems for tracking and managing data related to scheduled appointments, customer responses, and overall campaign progress.

• Utilize data analysis to optimize strategies and improve campaign efficiency.

• Work closely with the other team leads to align strategy across department.

• Communicate effectively with Marketing team about appointment-setting efforts with broader business strategies.

• Collaborate with cross-functional teams to integrate feedback and improve campaign outcomes.

• Generate regular reports on appointment-setting performance, outcomes, and challenges, and provide updates to campaign management.

• Provide detailed updates to campaign management, highlighting successes and areas for improvement.

• Monitor the quality of interactions to ensure professionalism and accuracy in appointment scheduling.

• Implement quality control measures to ensure compliance with campaign messaging and organizational values.

• Other job duties as assigned

Physical Demands

• Ability to walk up to 4 miles daily

• Conduct a minimum of 12 monthly walk-alongs with team members to provide coaching, reinforce best practices, and support employee development.

• Ability to stand for extended periods of time.

• Outdoor Work

• Carrying Materials up to 15-20lbs

• Door Knocking

• Speaking and Listening

• Meetings and Collaboration

• Communication

• Travel

Work Environment

• Walking and Standing: Extensive walking and standing for long periods while canvassing neighborhoods.

• Outdoor Work: Working outside in various weather conditions, including heat, cold, rain, and snow.

• Carrying Materials: Carrying promotional materials, brochures, and possibly small display items.

• Door Knocking: Repeatedly knocking on doors, which can involve reaching and arm movements.

• Speaking and Listening: Clear and effective verbal communication with potential customers.

• Travel: Driving to different locations, which may require prolonged periods of sitting.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time.