• Make high-volume outbound calls to prospective customers using provided lists • Clearly explain services and value propositions over the phone • Qualify interest and book appointments for follow-up conversations • Handle objections calmly and professionally • Maintain consistent call activity throughout the workday • Log call outcomes accurately in the CRM or tracking system • Follow up with prospects who request callbacks or additional information • Keep lead records organized and up to date • Coordinate with internal teams to ensure booked appointments are properly handed off • Follow calling scripts, talk tracks, and outreach guidelines • Meet daily and weekly activity targets for calls and appointments booked • Flag common objections, questions, or issues to help improve outreach effectiveness

• Engage leads immediately after webinar registration • Follow up via text, email, and Zoom to confirm attendance and answer questions • Build rapport and trust with business owners through clear, professional communication • Reduce drop-off between webinar registration and live or in-person attendance • Confirm attendance for in-person events and manage reminders and follow-ups • Handle logistics-related communication such as confirmations, reminders, and expectations • Maintain a high show-up rate through consistent, human follow-up • Conduct short qualification conversations to assess business fit • Confirm prospects align with the target audience before booking sales calls • Identify red flags early and route only qualified prospects forward • Book qualified prospects onto sales calls with the founder • Ensure clean handoffs with clear notes and context for each lead • Follow up with no-shows or reschedules to recover missed opportunities • Work inside GoHighLevel to manage conversations, tasks, and sequences • Keep lead records clean, accurate, and up to date • Follow established workflows while contributing feedback to improve them over time

• Contact active customers and internal stakeholders, maintaining close and effective relationships; • Understand the needs of prospective clients and collaborate in generating demand for our services; • Conduct institutional and sales presentation meetings, focusing on understanding the business and generating opportunities; • Develop long-term commercial relationships with clients; • Work consultatively to ensure satisfaction, retention, and new opportunities; • Manage and update the sales pipeline in Pipedrive, ensuring data accuracy and proper lead follow-up; • Support the sales team in scheduling qualified meetings and tracking commercial metrics.

• Prospect and engage target accounts via calls, email, and social outreach • Qualify prospects and set meetings for AEs with clear notes and next steps • Run follow-ups and nurture early-stage leads • Maintain accurate Salesforce activity, notes, and pipeline tracking • Collaborate with Sales/Marketing on messaging tests and feedback loops • Track performance metrics and continuously improve conversion rates