• Making outbound calls to potential customers • Scheduling consultations between contacts/prospective customers and members of our Sales Team • Accurately inputting information into our system • Representing the company in the best way possible when conversing with contacts • Ensuring all calls meet the standards and requirements of the company • Delivering reports accurately and on a timely basis • Participating in process-improvement initiatives

• Identify target accounts and decision-makers based on ideal customer profiles • Build and maintain accurate prospect databases using sales intelligence tools • Research companies, industries, and personas to inform outreach messaging • Validate and enrich contact data to ensure high deliverability and accuracy • Segment prospects by role, industry, company size, and buying signals • Execute outbound campaigns via LinkedIn and email • Send personalized connection requests and follow-up messages daily • Run cold email campaigns using sequencing and automation tools • Customize messaging based on prospect context and pain points • Manage outreach cadences and follow-ups across multiple touchpoints • Respond promptly to inbound replies to maintain engagement momentum • Qualify prospects based on fit, interest, and readiness • Conduct initial discovery conversations or written qualification • Differentiate and tag leads appropriately (MQL vs SQL) • Maintain clean lead stages and handoff notes for sales teams • Re-engage stalled or cold prospects strategically • Log all outreach activity and outcomes accurately in CRM systems • Maintain up-to-date lead statuses and next steps • Ensure clean, deduplicated, and well-documented records • Track engagement history and qualification context • Support reporting on pipeline contribution and lead quality • Track outreach activity and conversion metrics • Identify which messages, sequences, and channels perform best • Test and refine subject lines, CTAs, and personalization approaches • Share insights and recommendations based on performance data

• Research and build targeted lead lists based on defined customer profiles and campaign goals • Identify companies, decision-makers, and prospects across LinkedIn, websites, and databases • Assist in setting up and managing email and social outreach campaigns • Design marketing graphics and promotional assets using Canva and Adobe tools • Maintain campaign trackers, content calendars, and asset libraries

• Conduct outbound calls to small business owners in service-based industries. • Introduce direct mail marketing/ad services and identify opportunities. • Schedule qualified appointments based on agreed criteria. • Confirm decision-maker authority before scheduling appointments. • Capture detailed notes and maintain accurate records. • Provide daily reporting on calls made and appointments booked.