Telesales Campaign: Monthly Bookkeeping

I’m rolling out a dedicated outbound calling campaign to promote my monthly bookkeeping service to small-business owners. The goal is simple—convert calls into signed engagements or, at minimum, qualified appointments I can close myself.

Target industries
• Retail
• Manufacturing
• Consulting
• Dealerships

What I’ll hand over
– A concise product brief that explains the scope of my monthly bookkeeping package, pricing, and typical FAQs.
– Access to my cloud CRM (HubSpot) for lead tracking and call notes.

What I need from you
– Source or validate call lists that fit the small-business profile in the industries above.
– Craft or refine a short, persuasive script that highlights cash-flow visibility, accurate reporting, and year-end stress reduction.
– Place calls during optimal business hours, handle objections knowledgeably, and secure either a discovery call on my calendar or a signed digital engagement letter.
– Log every interaction in the CRM and send me a concise end-of-day summary of dials, connects, and outcomes.

Acceptance criteria
1. Minimum 80 dials per day with clear CRM notes.
2. Conversion target: at least 5 qualified appointments or 2 signed clients per week (can be adjusted after the first sprint based on live metrics).
3. Zero compliance issues—respect local Do-Not-Call lists and privacy laws.

Familiarity with Xero, QuickBooks Online, or similar cloud-accounting platforms is a plus, as it helps you speak confidently about our workflow and integrations.

If you thrive on consultative selling and enjoy helping small businesses gain financial clarity, let’s start this campaign right away.