Client Relationship Specialist Application
Careers at Eric Putnam BCMA
Applicant Information
Full Name
*
First Name
Middle Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
What is your highest level of education attained?
*
Less than High School
High School or Equivalent (GED)
Some College
Associate Degree
Bachelor’s Degree
Master’s Degree
Doctorate
Trade School or Technical Certificate
Other
Available Start Day
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Basic Qualifications
How many years of experience do you have in appointment setting, inside sales, outbound customer development, or telephone-based follow-up?
No experience
Less than 1 year
1–2 years
3–5 years
More than 5 years
Which of the following best describes your most relevant experience? Select all that apply.
Appointment setting
Inside sales
Outbound customer development
Customer reactivation
Estimate or proposal follow-up
Customer retention
Call center work
None of the above
In which industries have you worked? Select all that apply.
Home services
Landscaping or tree care
Pest control
HVAC, plumbing, electrical, or roofing
Real estate
Insurance
Automotive
Other appointment-driven industry
None of the above
Are you comfortable spending a substantial portion of your workday making outbound calls to previous customers and following up on unsold estimates?
Yes
No
Unsure
Appointment-Setting Experience
In your most recent relevant position, approximately how many outbound calls did you typically make per day?
Fewer than 20
20–39
40–59
60–79
80 or more
My position was not measured by call volume
Which performance metrics were tracked in your previous position? Select all that apply.
Outbound calls or dials
Live customer conversations
Appointments scheduled
Appointment completion rate
Estimates or proposals issued
Sales or revenue generated
Conversion rate
Follow-up activity
No formal metrics were tracked
Briefly describe your appointment-setting or customer-development responsibilities in your most relevant position.
What was your typical appointment-setting or conversion rate, if known? Please explain how it was measured.
Tell us about a time you reconnected with a previous customer and uncovered a legitimate new need or sales opportunity.
Customer Communication
A previous customer says, “Everything seems fine, and I don’t think we need anything right now.” How would you continue the conversation without becoming pushy?
Which statement best describes your approach to appointment setting?
I focus on understanding the customer’s needs and scheduling an appointment when there is a legitimate opportunity.
I continue overcoming objections until the customer agrees to an appointment.
I primarily follow a script and avoid departing from it.
I prefer customers to contact me when they are ready
This position requires discussing tree-care concerns without diagnosing a tree over the phone. Are you comfortable recognizing a potential need and scheduling an arborist rather than offering your own diagnosis?
Yes
No
I would need training before I felt comfortable
CRM experience
What customer relationship management systems or sales software have you used? Please list the systems and briefly describe how you used them.
Are you comfortable using multiple software platforms at the same time while talking to customers?
How comfortable are you learning new software systems?
Very comfortable
Somewhat comfortable
Neutral
Not very comfortable
Have you previously been responsible for maintaining accurate call notes, follow-up dates, outcomes, and next steps?
Yes, regularly
Occasionally
No
Teamwork
This role requires being receptive to feedback, coaching, and redirection. How do you typically respond when corrected or given constructive feedback?
Are you comfortable working closely with estimators, office staff, and field team members to keep jobs moving?
This position requires supporting other office functions when needed. Are you comfortable stepping outside your normal task list to help the team?
What does being a good teammate mean to you?
Company Values
Our company values professionalism, accuracy, clear communication, client education, and doing the job the right way. Which of those values is most important to you, and why?
Why are you interested in working for Eric Putnam BCMA, Inc.?
What strengths do you bring that would make you successful in this role?
Is there anything else you’d like us to know?
(Optional) Please provide one professional reference, such as a former supervisor, manager, coworker, teacher, or client, who can speak to your reliability, communication skills, attention to detail, and work performance.
Please upload your Resume, Cover letter, and or any relevant documents
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit Application
Should be Empty: