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Freelance Appointment Setter / Lead Intake

Contato

Puerto Vallarta, Jalisco, Mexico
Aberto a trabalho remoto
Disponível na CazVid
Contato pela CazVid

Competências

CRM ManagementAdvanced

Proficient in managing CRM tools like Salesforce, HubSpot, and Zoho to track leads and follow-ups.

Outbound and Inbound OutreachAdvanced

Experienced in executing outreach campaigns via calls, texts, DMs, and emails to generate leads.

Consultation SchedulingAdvanced

Expert in organizing and scheduling client consultations and discovery calls efficiently.

Lead QualificationIntermediate

Skilled in assessing prospect needs, urgency, and fit to optimize appointment quality.

Team Training & MentoringIntermediate

Contributed to onboarding and mentoring new team members in outreach processes.

Idiomas

EnglishFluent

Resumo

Experienced in B2B outreach, lead qualification, and appointment scheduling with a focus on client engagement and team support.

Principais conquistas

  • 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

Experiência

Freelance Appointment Setter / Lead Intake

Independent Contractor
2022 - Present

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

Counsel Now
2017 - 2022

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

CPN Inc.
2013 - 2017

Reached out to business owners, built quick rapport, and scheduled discovery calls., Consistently hit appointment goals month after month.

Habilidades

CRM ManagementOutbound and Inbound OutreachConsultation SchedulingLead QualificationTeam Training & Mentoring
Publicado na CazVid - 17 de mai. de 2026
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