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B2B & Lead Appointment Setter with 5+ years of outreach experience
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Competencies
Proficient in managing CRM tools like Salesforce, HubSpot, and Zoho to track leads and follow-ups.
Experienced in executing outreach campaigns via calls, texts, DMs, and emails to generate leads.
Expert in organizing and scheduling client consultations and discovery calls efficiently.
Skilled in assessing prospect needs, urgency, and fit to optimize appointment quality.
Contributed to onboarding and mentoring new team members in outreach processes.
Languages
Summary
Experienced in B2B outreach, lead qualification, and appointment scheduling with a focus on client engagement and team support.
Key Achievements
- Managed inbound and outbound outreach via multiple channels, maintaining organized CRM notes
- Scheduled consultations and qualified potential clients, ensuring follow-up and case tracking
- Trained and mentored new sales representatives, enhancing team capacity and performance
Experience
Freelance Appointment Setter / Lead Intake
Handle inbound and outbound outreach through calls, text, DMs, and email., Ask the right questions to understand need, urgency, and fit before booking., Keep CRM notes organized and follow up until the lead is either booked or closed out.
Lead Appointment Setter & Intake Closer
First point of contact for new leads, qualified potential client’s, and scheduled consultations., Ran consultations, logged all notes and follow-ups so cases didn’t fall through the cracks., Helped train and mentor new reps.
B2B Outreach & Appointment Setter
Reached out to business owners, built quick rapport, and scheduled discovery calls., Consistently hit appointment goals month after month.