Experienced in B2B outreach, lead qualification, and appointment scheduling with a focus on client engagement and team support.
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.
Independent Contractor
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.
Counsel Now
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.
CPN Inc.
Reached out to business owners, built quick rapport, and scheduled discovery calls., Consistently hit appointment goals month after month.
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Contributed to onboarding and mentoring new team members in outreach processes.