Citywide Roofing
“The Boogie team had a huge impact on our business, improving our structure, productivity, and overall performance.”
Eliya KnafoCo-founder
Illustrative photography · Not a client portrait
Illustrative AI-generated workplace portrait THE NEXT CONVERSATION
Lead receivedQualifiedBooked
A clear handoff. A team ready to sell.
Illustrative workflow · Not live client dataREMOTE APPOINTMENT SETTERS & CALLERS
Good leads deserve
a real conversation.
Hire appointment setters for inbound inquiries, outbound outreach, and the follow-ups your sales team can’t get to.
- Reach and qualify prospects.
- Book appointments to your criteria.
- Keep the next conversation prepared.
Flexible coverage. One professional or a full calling team.
WHAT IS AN APPOINTMENT SETTER?
A real person.
A clear next step.
An appointment setter contacts your prospects, checks whether they fit your business, and books the right next conversation with your sales team.
Inbound inquiries. Outbound calls. Follow-ups and confirmations. Your setter keeps the conversation moving—and your salespeople take it from there.
01 Connect02 Qualify03 Book
See what they can handle 
THE CLIENT EDITION
The Boogie effect.
Real voices from businesses we support. Different teams. Their own stories.
Read their story
FrontLight Insurance
“Boogie helped us create and execute a clear hiring game plan.”
Gary GruenFounder
Illustrative photography · Not a client portrait
SimpleCare
“Boogie’s caring, knowledgeable team strengthened our marketing and outreach, delivering results beyond expectations.”
Eli Seleh, Pharm.D.SimpleCare Medical Services
Illustrative photography · Not a client portrait
Nexus Construction & Design
“Boogie has been a valuable partner, providing reliable assistants when needed—saving time and improving our operations and team dynamic.”
Eli AbikhzerCEO
Illustrative photography · Not a client portrait
Chaser Capital
“Boogie helped me find the perfect overseas hire.”
Andrew GharibianCEO
Illustrative photography · Not a client portrait
01 / 05
Explore all client stories RECOGNIZE THE GAP
Interest is there.
Who’s following through?
An appointment setter makes sense when there are people to contact, a clear offer, and a next step worth booking.
Inquiries wait while you work.
Give incoming questions a person who can respond during agreed hours, check the fit, and arrange the next conversation.
Your closers are chasing replies.
Separate routine outreach and scheduling from the conversations that need your salesperson’s experience.
Old leads have no next step.
Revisit previous interest with context. Find out who is ready, who needs time, and which records should be updated.
Setter, researcher, or closer?
A setter qualifies and books from your lead sources. A helps find prospects and build lists. A closer handles the deeper sales conversation and asks for the sale. If you need a combination, we’ll define the scope and experience together.
WHAT COMES OFF YOUR PLATE
The follow-through
between lead and meeting.
Keep your salespeople focused on the conversation that needs them. Your caller handles the steps before it.
NEW INQUIRYA person on the other end.
01 / REACH
Make the connection.
Call new inquiries, approved lists, or past leads that need a follow-up.
- Respond to new inquiries during agreed coverage.
- Work your approved outreach list and follow-up cadence.
- Record replies, contact preferences, and next actions.
Service needed
Location & timing
Right next step
02 / QUALIFY
Ask the right questions.
Check the details that make an appointment worthwhile for your business.
- Use your service-area and customer-fit criteria.
- Clarify needs, timing, and the decision process.
- Escalate questions that need your specialist.
APPOINTMENTDetails confirmed.
03 / BOOK
Get it on the calendar.
Find a suitable time, confirm details, and handle rescheduling.
- Use your calendar and availability rules.
- Send agreed confirmations and reminders.
- Follow up on missed appointments or reschedule.
READY FOR SALES
Context included
04 / HAND OFF
Leave a useful handoff.
Keep call notes, lead status, and next steps clear for your sales team.
- Update lead status in your CRM.
- Summarize needs, objections, and commitments.
- Give the next person context before the meeting.
Illustrative task examples. Your responsibilities and workflow are agreed before starting.
BUILT AROUND YOUR LEAD FLOW
Where does your
next call begin?
A new inquiry needs a different conversation from a cold prospect. We recruit for the work you actually need.
INBOUND / FROM INTEREST TO NEXT STEPThey reached out.
They reached out.
Keep the interest moving.
- 01New inquiry
A lead comes from your website, ads, or referral channel.
- 02A real conversation
Your caller checks needs, fit, and availability.
- 03A prepared appointment
Your team receives the booking and conversation notes.
OUTBOUND / FROM LIST TO CONVERSATIONA clear audience.
A clear audience.
A focused first call.
- 01Your approved prospect list
Agree the audience, calling approach, and contact rules.
- 02Introduce and qualify
Explain your offer, handle initial questions, and assess interest.
- 03The right next step
Book an appropriate meeting or record a useful follow-up.
FOLLOW-UP / PICK UP THE CONVERSATIONNot ready then.
Not ready then.
Worth a conversation now.
- 01Review previous interest
Choose the leads and context you want the caller to revisit.
- 02Check what has changed
Ask about current needs and timing without losing the history.
- 03Keep the record current
Book, reschedule, or update the next step for your team.
Example workflows. Lead sources and business-specific training are provided by you.
WHY HIRE WITH BOOGIE?
A caller on your team.
A team behind your caller.
Finding someone is the beginning. We help define the role, assess the fit, and support the working relationship.
Recruit for your reality.
Lead source, calling hours, qualification rules, and the experience your role needs.
See skills in action.
AI-assisted screening, human interviews, and practical calling and handoff checks.
You choose the person.
Meet shortlisted candidates and approve your hire before they join.
Keep support close.
Onboarding coordination and regular check-ins with you and your talent.
BOOGIE HANDLES
Recruiting, screening, onboarding coordination, and ongoing support.
YOU LEAD
Your offer, lead sources, business training, and daily priorities.
BEYOND A GOOD RÉSUMÉ
Fit you can hear.
Work you can assess.
We screen against your brief, combining AI-assisted tools with human interviews. Practical checks can show how a candidate handles the work—not only how they describe it.
- Communication & listeningClear English, a natural conversation, and attention to the answer.
- A relevant call scenarioOpening the call, asking your qualifying questions, and handling an initial objection.
- Useful records & tool familiarityAccurate notes, sensible next steps, and experience relevant to your CRM.
- Schedule & working fitConfirm required coverage, expectations, and availability before you choose.
EXAMPLE HANDOFF · NOT CLIENT DATA
More than
“appointment booked.”
- Need
- Roof repair assessment
- Fit
- Property within the service area
- Timing
- Homeowner available next week
- Question to address
- What does the initial visit include?
- Next step
- Confirm the visit with the estimator
You meet the shortlisted candidates.
You approve your hire.
Shared direction.Illustrative workplace photography
FROM THE BRIEF TO THE FIRST CALL
Clear expectations.
A confident start.
- 1
Plan the coverage.
Agree the work, schedule, skills, and budget.
- 2
Meet your candidates.
Review the shortlist and choose your person.
- 3
Set them up to succeed.
Align on access, training, qualification rules, and handoffs.
Then, review what matters.
Explore the Boogie process Appointment fit, attendance, follow-through, and clear notes—not just call volume.
WHAT TO HAVE READY
A clear brief makes a better first call.
We coordinate onboarding. You teach the details of your business and how you want customers treated.
- Your offer, ideal customer, and qualifying questions
- Lead sources, approved script, and outreach rules
- Calendar, CRM access, and handoff expectations
- A decision-maker for feedback and an agreed review rhythm
SAME ROLE. DIFFERENT CONVERSATIONS.
Your industry changes
what a good call sounds like.
We match the brief to your business. These are example responsibilities to shape your role, not client results.
HOME IMPROVEMENT & HOME SERVICES
From the first inquiry
to an estimate visit.
Ask about the project, location, and timing. Book suitable estimate visits, confirm availability, and keep your estimator informed.
Project detailsService-area fitEstimate booked
Explore home improvement supportIllustrative project sceneInsurance agencies
Follow up on quote inquiries, collect basic intake details, and arrange a conversation with your licensed team. Policy recommendations stay with them.
Insurance supportHealthcare & home care
Handle scheduling inquiries, appointment reminders, and administrative follow-ups within your access rules. Clinical questions go to your care team.
Healthcare admin supportLegal firms
Capture client intake details, coordinate consultations, and update records using your process. Your legal team provides advice and case assessments.
Legal intake supportTravel businesses
Clarify dates, destinations, and traveler needs. Arrange planning calls and follow up on open inquiries so your specialists can focus on the trip.
Travel supportCOVERAGE THAT FITS THE WORK
A few hours.
A dedicated caller.
A full calling team.
We help plan the right mix around your lead volume, required hours, and the conversations you need covered.
Flexible hoursOne professionalSeveral rolesA full team
What shapes your quote?
Calling experience, CRM skills, required coverage, and the size of the team. The $8 starting rate is for general remote staffing; your appointment-setting role is quoted to its requirements.
Know the full scope before you choose.
Your proposal should confirm hours, billing, included support, and replacement or cancellation terms. Agree who supplies the dialer, CRM, and lead data, and which software or campaign costs sit outside the staffing quote.
REMOTE STAFFING STARTS FROM
$8/ hour
Final rates depend on the role, experience, and schedule.
- Role-based recruitment and screening
- Onboarding coordination
- Ongoing client and talent support
BEFORE YOUR FIRST CALL
A few things
worth knowing.
Clear answers. A better starting point.
Read the hiring guideDo I provide the leads?
Yes. For an appointment-setting role, you provide incoming leads or an approved prospect list. If you also need prospect research, lead generation, or paid-ad support, we can define a separate role and scope.
Can they work our business hours?
Tell us your required schedule. We recruit for that coverage and confirm candidate availability before you choose your hire.
How do you assess calling skills?
We assess communication and relevant experience against your brief. Practical checks can include a sample call, qualification questions, and written handoff notes. You also interview the shortlisted candidates.
Can they use HighLevel or HubSpot?
Include your CRM requirements in the brief. We assess relevant tool experience before placement; you provide business-specific training and access during onboarding.
What if the match isn’t right?
We review the issue together, agree on corrections, and coordinate a replacement when needed. Applicable replacement and cancellation terms are agreed before starting.
Do you guarantee appointments or sales?
No. Boogie provides staffing and ongoing support. Results depend on lead quality, your offer, calling strategy, and execution. We help agree useful goals and review progress together.
How soon can someone start?
Timing depends on the experience, schedule, and tools your role needs, along with candidate availability and your interview process. We discuss a realistic hiring plan after reviewing the brief. There is no fixed start-date guarantee.
Can I hire for flexible hours or a full team?
Yes—tell us the coverage and lead volume you need. We can scope flexible hours, one professional, several roles, or a calling team. Confirm the hours and availability for your specific role before starting.
Who trains and manages the caller?
You provide business-specific training, scripts, qualification rules, and daily direction. Boogie coordinates onboarding and provides ongoing client and talent support. We agree how feedback and issues will be handled so ownership is clear.
What should we review once they start?
Agree measures that reflect your workflow: lead contact, qualification accuracy, appointment attendance, follow-up completion, and note quality. Review these alongside lead quality and your offer. Call volume alone does not show whether the conversations are useful.
LET’S FIND YOUR PERSON
Your next conversation
deserves the right person.
Tell us what needs moving. We’ll help define your next hire.
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