Sales Development Representative

How to Manage a Small Law Firm (HTM) is hiring a Sales Development Representative to connect with prospective law firm members and book qualified 60-minute Diagnostics with New Member Specialists. The role handles lead outreach and qualification, appointment preparation and follow-up, CRM records, and prospect handoffs.

Responsibilities:

• Respond promptly to assigned inquiries and contact prospective members by phone, email, and text using HTM’s approved messaging and outreach procedures
• Confirm law firm ownership, understand the owner’s business challenges and goals, and assess fit against HTM’s approved qualification criteria
• Explain the purpose and expectations of the 60-minute Diagnostic. Address initial questions and scheduling concerns, and involve a New Member Specialist when a prospect needs a deeper conversation
• Book qualified owners into approved calendar availability. Confirm contact information, time zone, meeting details, and the owner’s ability to attend the full appointment
• Follow up consistently with prospects who have expressed interest but have not booked. Work assigned campaign, event, outbound, and reactivation leads
• Support appointment confirmations and preparation. Coordinate personal outreach with automated reminders and the assigned New Member Specialist
• Help recover cancellations and missed appointments under HTM’s agreed process. Identify scheduling issues, support rescheduling, and update the follow-up plan
• Maintain accurate GoHighLevel (GHL) records, including lead source, qualification notes, contact preferences, outreach history, appointment status, and next action
• Provide the assigned New Member Specialist with a clear handoff covering the owner’s goals, challenges, fit, and relevant conversation history
• Review results with the Member Specialist Lead, participate in call coaching, and share recurring questions and lead-quality feedback. Follow approved communication preferences and opt-out procedures

Requirements:

• Experience in appointment setting, sales development, inside sales, or a comparable customer-facing role, with examples of effective outreach and follow-through
• Clear, confident phone communication, strong listening skills, and the ability to build rapport with law firm owners
• Ability to ask focused qualification questions, handle initial objections, and explain the next step accurately
• Experience using a CRM to document conversations, manage follow-up, and maintain reliable records
• Strong organization and attention to detail when managing contacts, calendars, time zones, and handoffs
• Comfort working toward measurable goals, receiving call feedback, and applying coaching
• Direct GoHighLevel experience
• appointment setting for B2B services, memberships, coaching, or advisory programs
• conversations with law firm owners
• webinar or event follow-up
• experience coordinating outreach with automated email and text sequences