Cold Caller

Desired Result

Our clients calendars are full of meetings with interested leads. Each cold lead gets a convenient time for the meeting right away, and is left with a great impression of the companies we represent and wanting to learn more. Client lead lists are managed strategically and not a single lead falls through the cracks, because every single lead is treated with the utmost seriosity.

Guidelines

General

• Can work remotely, from anywhere on the planet
• Benefits from flexible work hours that allows them to work when they’re most productive and flexible vacation days to take breaks whenever needed
• Embraces all of X27’s core values and has outstanding conduct towards both other members and outside stakeholders.
• Always has a mindset of self-sustainability, single-handedly finding solutions to challenges, and spreads this mindset within the entire company
• Follows the approved script for calls and is smart about adapting it to the conversation at hand so they can generate interest from prospects
• Does their own research and reads all the materials the client sends to learn as much as possible about the client’s products and current offering
• Answers initial questions from leads and makes sure that they have a meeting with the client scheduled

Organizing

• Uses Pipedrive or another CRM to keep track of all the leads and their status
• Works with the outreach team on call scripts
• Suggests updates to scripts and targeting based on results
• Records each lead call
• Implements feedback from the Sales Manager to ensure the meeting with our client is booked from the first call
• Identifies workflow improvement areas and suggests process improvements

List Management

• Has a different list for each client they cold call for
• Books the meeting for our client while on the phone with the lead, at a time convenient on both ends
• Contacts the leads from our lists or lists provided by our clients
• Keeps detailed notes from each call and updates the CRM accordingly

• Nurture all leads/accounts that present potential but do not book a meeting right away

• To make sure your application stands out, please film a short video explaining how you would conduct a cold call on selling professional services (for example custom software development).