Lead Intake & Conversion Specialist

ABOUT 321 AIM

321 AIM is a performance marketing platform that generates high-intent leads for businesses in home services and related industries — on a pay-per-qualified-lead basis. Clients across roofing, home services, insurance, and legal industries rely on AIM to deliver high-intent prospects who are genuinely ready to move forward — not just curious browsers. We fill the top of the funnel. Our clients close the deal.

In home services, and roofing especially, the window between when a homeowner submits a request and when they book with someone is razor thin. The contractor who gets there first — with a confident, helpful voice — wins the appointment. This role is that first contact.

We don’t just generate leads — we help our clients convert them into revenue.

In addition to lead generation, AIM supports clients by handling early-stage lead engagement, qualification, and appointment setting. This ensures our clients maximize ROI from every lead we deliver.

As a Lead Intake & Appointment Specialist at 321 AIM, you will be the first point of human contact for high-intent prospects across roofing, home services, insurance, and legal industries. Your role is critical to helping our clients win the race to the lead — responding quickly, confirming needs, qualifying opportunities, and securing appointments before competitors do.

This role does not require prior roofing knowledge or marketing experience. What it requires is a warm, confident phone presence; the ability to follow a qualification script accurately; an instinct for urgency; and the discipline to log every interaction correctly. You must adapt tone/scripts per client. You will be trained on roofing-specific talking points, common homeowner questions, and how to handle insurance claim scenarios professionally.

If you are reliable, personable, and thrive in a fast-paced phone environment, you will be successful here.

You are not just contacting leads — you are acting as an extension of our clients’ businesses. Your ability to communicate clearly, build trust quickly, and represent different brands professionally is critical.

A core part of this role is helping our clients win the race to the lead. By ensuring immediate outreach, accurate intake, and fast appointment booking, you directly improve speed-to-lead — one of the most critical drivers of conversion and revenue for our clients.

• Monitor the lead queue and initiate outbound phone and/or text contact within minutes of a new lead being received — speed to first contact is your most important daily metric
• Follow established outreach scripts tailored to roofing and home services prospects, including storm damage inquiries, insurance claim leads, and general inspection requests
• Execute multi-touch follow-up sequences for leads that do not answer on first attempt, including scheduled callbacks and text outreach per client protocol
• Maintain a sense of urgency throughout your shift — homeowners in active need of roofing services are often contacting multiple contractors simultaneously

• Conduct brief, structured screening calls to verify homeowner information, confirm interest, and assess eligibility using client-specific qualification criteria
• Apply roofing-relevant qualification questions, which may include: property ownership, roof age or condition, whether recent storm or hail damage is suspected, current insurance coverage, and desired timeline for service
• Identify leads involving active insurance claims and route or flag them appropriately per client instructions — this is a common scenario in roofing and will be covered in training
• Accurately disposition leads that do not qualify (renters, outside service area, no damage present, etc.) per established guidelines without over-disqualifying viable prospects
• Maintain a professional, empathetic tone — many homeowners calling about storm damage are stressed; your calm, helpful approach sets the tone for the client relationship

• Schedule qualified inspection or estimate appointments directly on contractor calendars using provided scheduling tools,…