Outsourcey

Lead Generation

• Conduct daily lead mining to identify potential matchmaking clients
• Use LinkedIn as a primary prospecting platform to identify professionals who fit established target-client criteria
• Research potential prospects using professional and publicly available information
• Review publicly available Facebook/social profiles when appropriate to reduce mismatched or fraudulent leads
• Build and maintain organized prospect lists for ongoing outreach
• Conduct high-volume personalized outreach through LinkedIn, Facebook, email, phone, and other approved channels
• Send connection requests and introductory messages to potential clients
• Start natural, professional conversations with prospects
• Introduce prospects to the matchmaking service and communicate its value
• Build rapport and qualify prospects based on established criteria
• Identify individuals genuinely interested in intentional dating and long-term relationships
• Book 15 qualified Zoom consultations per week for the Founder
• Send appointment confirmations, reminders, and preparation instructions
• Follow up with interested prospects who have not scheduled
• Attend consultations when needed
• Present, explain, and sell I’M READY™ matchmaking packages
• Identify prospect needs and recommend the appropriate package
• Handle questions and objections professionally
• Close enrollments directly and guide prospects through application, registration, and enrollment
• Maintain a clean, organized, and updated client pipeline and CRM records
• Document conversations, qualification details, appointments, applications, and next steps
• Re-engage older prospects and previous inquiries
• Track outreach, bookings, enrollments, and follow-ups
• Provide daily outreach, appointment-setting, and sales reports
• Maintain regular communication with the Director of Operations
• Identify effective messaging and outreach strategies
• Protect prospect privacy and escalate questionable or potentially fraudulent profiles
• Demonstrate consistency, accountability, and independence

Sales Lead Generation

• Conduct outbound prospecting and cold outreach via phone and email to Melbourne-based businesses on behalf of the Active IT sales team
• Research and identify suitable prospects and decision-makers within target industries and compile accurate lead lists
• Book and schedule qualified discovery calls for the sales team with relevant business contacts
• Manage and maintain accurate records of all outreach activity, call outcomes, and booked appointments in the CRM
• Execute follow-up sequences for prospects who have not yet converted to a booked meeting
• Track and report on pipeline activity, call volumes, and appointment booking performance on a regular basis
• Collaborate with Jay to refine outreach messaging, target lists, and qualification criteria over time
• Meet daily and weekly outreach targets and appointment booking KPIs as agreed with the team