Efficient Phone-Based B2B Lead Conversion
Budget: $2 – $8 CAD
B2B Appointment Setter (Phone-Focused) – BBA Fintech
Project Description:
We are seeking a results-driven freelancer to convert qualified leads into confirmed meetings and business development opportunities. Outreach data will be provided by BBA Fintech and will include prospect name, title, company, email address, and phone number. Your primary responsibility is to engage these prospects, qualify them, and secure scheduled meetings—with a strong preference for phone-based outreach.
Responsibilities:
1. Lead Qualification & Management:
Receive and organize lead data provided by BBA Fintech.
Maintain a clean, organized lead list within a shared tracker/Google Sheets.
Learn more about BBA FinTech's value proposition and develop talking points.
2. Outreach & Appointment Setting (Phone-First):
Conduct proactive phone outreach to engage decision-makers at target companies—this is the preferred and primary channel.
Follow up with prospects as needed to convert interest into confirmed meetings.
Conduct initial qualification conversations to confirm prospect fit, need, and authority.
Schedule and confirm qualified meetings directly onto our calendar.
3. Reporting & Pipeline Management:
Document the outcome of the outreach campaign on Google Sheets. Maintain a call logs, outreach status, prospect feedback, and meeting outcomes.
Provide regular (e.g., weekly) summaries of calls made, meetings booked, key insights, and pipeline health in Google Sheets.
Important Notes:
Phone Charges: The freelancer is responsible for their own phone/internet calling costs. Phone charges will not be reimbursed or paid separately. Please ensure you have a suitable calling plan or VoIP solution (e.g., Skype, Zoom Phone, Google Voice) to conduct international or domestic calls as required.
Data Provision: All initial prospect data (name, title, company, email, phone) will be provided by BBA Fintech. No list-building is required.
Ideal Candidate:
Proven experience in B2B lead generation, appointment setting, and phone-based outreach.
Strong verbal communication skills in English—comfortable engaging senior executives over the phone.
Highly organized, self-motivated, and results-oriented with a track record of meeting or exceeding meeting quotas.
Basic familiarity with Google Sheets for tracking.
Project Description:
We are seeking a results-driven freelancer to convert qualified leads into confirmed meetings and business development opportunities. Outreach data will be provided by BBA Fintech and will include prospect name, title, company, email address, and phone number. Your primary responsibility is to engage these prospects, qualify them, and secure scheduled meetings—with a strong preference for phone-based outreach.
Responsibilities:
1. Lead Qualification & Management:
Receive and organize lead data provided by BBA Fintech.
Maintain a clean, organized lead list within a shared tracker/Google Sheets.
Learn more about BBA FinTech's value proposition and develop talking points.
2. Outreach & Appointment Setting (Phone-First):
Conduct proactive phone outreach to engage decision-makers at target companies—this is the preferred and primary channel.
Follow up with prospects as needed to convert interest into confirmed meetings.
Conduct initial qualification conversations to confirm prospect fit, need, and authority.
Schedule and confirm qualified meetings directly onto our calendar.
3. Reporting & Pipeline Management:
Document the outcome of the outreach campaign on Google Sheets. Maintain a call logs, outreach status, prospect feedback, and meeting outcomes.
Provide regular (e.g., weekly) summaries of calls made, meetings booked, key insights, and pipeline health in Google Sheets.
Important Notes:
Phone Charges: The freelancer is responsible for their own phone/internet calling costs. Phone charges will not be reimbursed or paid separately. Please ensure you have a suitable calling plan or VoIP solution (e.g., Skype, Zoom Phone, Google Voice) to conduct international or domestic calls as required.
Data Provision: All initial prospect data (name, title, company, email, phone) will be provided by BBA Fintech. No list-building is required.
Ideal Candidate:
Proven experience in B2B lead generation, appointment setting, and phone-based outreach.
Strong verbal communication skills in English—comfortable engaging senior executives over the phone.
Highly organized, self-motivated, and results-oriented with a track record of meeting or exceeding meeting quotas.
Basic familiarity with Google Sheets for tracking.
Related categories:
Data Entry
Telemarketing
Sales
Leads
Google Sheets
Lead Generation
Appointment Setting
B2B Marketing