Outbound Telecalling to Customers

The assignment involves placing outbound calls to a list of existing customers that I will supply. Your focus on every call is to maintain a friendly, professional tone, confirm the customer’s current experience with our product, and note any questions or follow-up needs they raise. When relevant, you will also introduce a brief update on upcoming offers or service improvements.

You will receive:
• A spreadsheet (CSV/Google Sheets) containing customer names, phone numbers, and basic account notes.
• Simple call scripts and key talking points.
• Access to my lightweight CRM so you can log outcomes in real time.

Please work through the list during standard business hours, aiming for consistent daily progress. Accurate record-keeping is essential—each entry in the CRM should show call result, customer sentiment, and any required escalation. Clear English and confident phone etiquette are non-negotiable.

Deliverables
• Completed call log with outcome codes and notes for every contact.
• End-of-day summary highlighting urgent follow-ups or patterns you noticed.

If you already use tools such as Zoho CRM, HubSpot, or similar dialer add-ons, mention it—with that experience you can be up and running almost immediately.