Healthcare Outreach & Appointment Setter (B2B) + CRM Admin

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TYPE OF WORK

Full Time

SALARY

$5.62

HOURS PER WEEK

TBD

DATE UPDATED

Jan 28, 2026

JOB OVERVIEW

Must be able to:
Research + build lists (Google, directories, Linkedin)
Call and email professionally (appointment setter)
Track everything in a CRM spread sheet
Follow up every day without you reminding you

Tool you should have:
Google sheets= CRM (cumstomer list tracker)
Google Drive Folder= scripts, flyers, referral packet, intake form
Google Calendar= appointment scheduling
Option (better): HubSpot Free or Zoho free for a real CRM

Lead List (Targets):
Company name
Type (case management/ group home/ clinic/ect...
Address
contact name + title
Phone+email
Best time to call
Status (New/Contacted/Follow-up/Meeting set/Partner/Dead)

Follow-ups list:
Name
Last contact date
Next follow-up date
Notes (what they said)
Next step (send packet, schedule meeting, drop off, etc..)

Appointment List (your weekly route):
Date/time
Location
Who youre meeting
Purpose
What to bring
Goal (ask for referrals, get added to vendor list, etc..)

The Day to Day work:
VA Daily Routine (Monday-Friday)

Every day had 5 blocks:

Block 1 (1 hour): Build the list
*add 10-25 new targets per day (depending on category)
*Find the decision maker (intake coordinator, care coordinator supervisor, administrator, social worker lead)
*Find direct email/phone

Block 2 (2 hours): Outreach (calls +emails)
Book meeting:
*Call 20-40 targets/day (or as many as possible)
*Send 20-40 emails/day
*Use a short script: "We help Medicaid families with medically fragile kids... we make it easy... can we meet for 10 minutes?
MEETING PLACED ON CALENDAR

Block 3 (30 min): Follow-ups
WE WIN OFF FOLLOW-UP
*Follow up with everyone from last week
*"Just checking in- who is the best person to get our referral info in front of you care coordinators
MORE Yes from people who ignored you the first time.

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