Upwork is one of the biggest freelancing platforms in the world.
And, it’s probably the most popular.
That’s why it’s such a great candidate to find your next kicka** appointment setter.
In this guide, let’s break down the basics, and we’ll even throw in some tips.
Here’s how to hire an appointment setter on Upwork and score some wins!
Why Hire on Upwork?
Upwork is probably one of the most highly recognized platforms for online jobs across the world.
And, it’s trusted by a lot of large companies to provide quality labor.
Yes, it’s got its quirks like a large cut from the profits of your potential employees, but it’s still pretty much the industry standard.
Creating an Account on Upwork
The first thing you have to do is create an account on the platform, you can either do this via email or SSO using your Google or Apple account.
If you’re going to go the old-fashioned way, first head over to the Upwork website and click on “Sign Up”.
Stick in your email, preferably your work email to keep things professional, click on “Continue with Email” to move forward. (If you use a Gmail email domain, they’ll actually ask you if you want to use your work email instead.)
Fill out the usual fields: first and last name, password, and country. Once you’re done, click on the option to “Hire for a project”. Tick the second box where you have to agree to their terms and conditions and proceed to “Create My Account”.
Don’t forget to verify your email address. (Note: it usually gets stuck in spam.)
And, that’s pretty much it.
You’re now ready to meet your appointment setter.
Posting a Job
Posting an appointment setting job on Upwork is fun!
They’ve got a great UI and they’ve really thought about the user experience.
To post a new job all you have to do is click on “Post a Job” from the “Jobs” button on the navigation.
This will take you to a new page that will ask you for your basic requirements.
When you’re first hiring an appointment setter, we recommend hiring them for 30 hours a week.
Although it’s a little more expensive, hiring by the hour will give you a good look at their performance and if they’re fit for a long time role.
Click on “Continue”.
This will now take you to their beautiful job posting widget that will guide you through the entire process.
First, pick out a headline that stands out. Remember, Upwork is a highly competitive platform so it’s not just potential hires that have to stick out from the crowd, employers need to stick out as well.
Add your keywords, some marketing copy to make it pop, and try to keep it as short as possible.
The next pane deals with skills.
Pick out critical skills that you want your appointment setter to be great in.
As you can see since we placed “appointment setter” in the headline of the job post, skills such as “lead generation”, “appointment setting” and “sales” came up as suggestions.
However, don’t just limit yourself to their suggestions, you can add in your own if you want.
Once you hit “Next”, you’ll be taken to the scope of the project.
Appointment setting is usually Medium-scope since you want to check the performance of your hire before onboarding them full-time.
You can change the time period and level of work.
Once you’re done with that, you can now stick in your budget for the project.
Since we advise that you take the hourly rate approach, Upwork will show you the current industry average for freelance appointment setters on their platform. At the time of this writing, it’s from $6 to $11 per hour.
However, more experienced appointment setters might ask for more than that.
You can put in your own budget for the prospect that you want to hire.
$7 is fair for an appointment setter who’s just starting out – depending on the scope of their tasks. However, quality costs money so keep that in mind when posting your job post.
For other jobs, the project budget approach is also a good way to do things.
Searching for Appointment Setters
If you really need to hire at the soonest, you can post a job and look for an appointment setter at the same time.
All you have to do is to use Upwork’s search function on their navigation.
Stick with general keywords so that you can get a bigger sample of Upwork’s platform.
Hit Enter (or Return).
On the right, you’ll have filter options where you can filter by category.
In this case, you can pick either “Customer Service” or “Saes & Marketing”.
Their results on the SERP are also pretty detailed giving you job success scores, skills that the potential hire is proficient in, as well as their associations, rate per hour, and country base.
You can also use their advanced filtering options, where you can choose between freelancers, agencies or both, look at success rates, experience, earned amount, etc.
Believe it or not, location is also a good filter!
For example, the Philippines is the world’s largest voice business processing outsourcing hub so you automatically know that a lot of the best talent comes from there.
Here’s how to hire an appointment setter from OnlineJobs.ph!
Naturally, it would make sense for you to check out potential hires from there.
Or, say you live in Los Angeles and you want someone anywhere from California that could potentially be part of your team in the future, then it would be better to limit the search to your state.
We also like looking at hours billed because that suggests how much freelancing experience the prospect has and is indicative of how adept they are at what they do.
How Much Does Upwork Charge?
Upwork charges steep fees.
But, it’s worth it.
For every transaction, say a payout to your freelance specialist, they charge a 3 percent fee.
That means a hundred bucks sent to your appointment setter will cost your three.
However, this goes towards maintaining their services and making sure you’re protected on the platform.
This fee also differs for their enterprise clients.
Upwork is a great place to find a great appointment setter from anywhere in the world.
They’ve got an intuitive interface, there’s plenty of options, and their filtering is great.
Throw in their inclusion of an escrow system – although expensive – and you’ve got a great system for onboarding people.
However, don’t just limit your searches to Upwork.
There are a lot of places where appointment setters are lurking and you should always consider you options.
Remember, appointment setting is an integral part of your lead generation, and you need to get it right!