Sergio - Appointment Setter with diverse experience in lead generation & client management

Utilized platforms like HubSpot and Go High Level to manage client data and streamline sales processes.

Performed web scraping and cold/warm outreach to identify and qualify potential clients.

Scheduled and followed up on appointments across multiple sectors, maintaining engagement.

Provided technical support and communicated effectively via inbound/outbound calls.

Used project management tools like Click Up and Asana to coordinate tasks and streamline workflows.

Confirmed and scheduled virtual appointments for business owners with specialists., Facilitated presentations on how the company could help generate more high-quality leads., Assisted with web scraping to identify and target additional businesses in the U.S., Helped organize and update the company’s CRM for better lead management.

Set appointments for lawyers to consult with the CEO regarding their cases., Conducted prospecting through HubSpot, sending emails with detailed information and pricing., Followed up with calls to ensure client engagement and maintain strong relationships with potential clients.

Conducted inbound and outbound calls to assess patients with chronic pain and mental health conditions., Ran a series of questions to determine patient suitability for at-home ketamine therapy., Sent detailed patient information to the intake specialist for medical review and eligibility assessment., Helped streamline the process for patient evaluation and ensured accurate data transfer.

Scheduled in-person consultations for a fitness facility in Houston, TX., Managed CRM updates and followed up with interested customers to ensure attendance., Provided motivation and reminders to clients to encourage them to attend their scheduled consultations.

Conducted B2B appointment setting for a financial company in Danvers, MA., Maintained communication with existing clients while booking appointments with potential new clients., Updated and managed CRM to ensure accurate client information and appointment scheduling., Assisted with additional tasks, including inviting current clients to dinner meetings and company events.

Scheduled virtual, in-person, and phone appointments for various solar companies across the US., Managed CRM updates, ensuring accurate and up-to-date client information., Qualified potential clients to ensure they were a good fit for solar solutions., Confirmed appointments prior to client meetings with closers, optimizing conversion rates.

Conducted cold calls for a marketing company based in Bolivia, reaching out to customers to offer refinancing options., Effectively transferred qualified leads to loan officers, ensuring seamless handoffs., Worked with two prominent US-based banks, The Federal Savings Bank and JFQ Lending, supporting their loan services and customer outreach efforts.

Provided inbound technical assistance to customers regarding billing overcharges, account recharges, connection issues, and call-related inquiries., Delivered high-quality customer service, ensuring prompt issue resolution and customer satisfaction., Assisted a diverse customer base, maintaining professionalism and efficiency in a fast-paced environment.