B2B Outreach & Appointment Setter for Texas HVAC AI Service

ResponseLane AI provides a missed-call fail-safe for small HVAC companies in Texas. The owner or office keeps answering normal calls; Ava handles only approved missed, after-hours, or temporary overflow calls. Our product demonstration, outreach materials, compliance process, and verified list of 50 owner-led HVAC companies in Dallas-Fort Worth are ready. We are hiring one reliable freelance B2B outreach and appointment-setting operator for a controlled paid trial. This is a learning-led validation role, not a high-volume dialing role. You will execute personalized outreach, speak professionally with U.S. small-business owners, test whether the missed-call problem is real, demonstrate the service, schedule qualified meetings, and maintain accurate records. RESPONSIBILITIES - Send short, personalized emails only to approved prospects. - Perform selective, respectful telephone follow-up during U.S. Central business hours. - Handle replies and basic objections using approved materials. - Conduct concise discovery or demonstration calls and schedule qualified meetings. - Learn and record the prospect's current call coverage, missed-call process, trust concerns, integration requirements, and willingness to pay $149. - Record every contact, reply, opt-out, objection, meeting, and next action in the approved tracker on the same day. - Submit a brief end-of-day activity report. REQUIRED QUALIFICATIONS - At least two years of B2B appointment setting, outbound sales, or business-development experience with U.S. customers. - Clear, confident spoken English and professional written English. - Experience speaking with small-business owners and handling objections without pressure. - Accurate use of Google Sheets or CRM-style trackers, email, and scheduling tools. - Reliable internet, professional headset, and one to two hours of availability during U.S. Central business hours. - Willingness to provide a 60–90 second voice introduction and complete a live role-play. PAID TRIAL - Seven working days. - Ten highest-priority approved HVAC prospects. - One $100 fixed-price milestone, released after the approved deliverables are reviewed and accepted. - $20 bonus for each qualified meeting that actually takes place. - $50 bonus when the first approved pilot originally sourced by the operator pays within 30 calendar days after the trial ends. - No work beyond the defined trial scope without written authorization. TRIAL DELIVERABLES - Personalized outreach completed for all 10 approved prospects using the approved sequence. - Same-day records for every email, call, reply, opt-out, objection, meeting, and next action. - Appropriate follow-up completed within the seven-working-day window. - A brief end-of-day report after every work session. - A final report summarizing activity, results, objections, current call-handling facts, willingness-to-pay evidence, and recommended next actions. ACCEPTANCE CRITERIA - All 10 prospect records are complete and accurate. - Communication is professional and presents ResponseLane as backup only when the team cannot answer—not as a forced receptionist replacement. - Every opt-out is recorded and honored the same day. - No unauthorized claim, discount, commitment, automation, tool, or contact outside the approved list. - Replies and meetings are tracked and bonused separately but are not required for release of the fixed milestone because prospect response is outside the operator's control. - Initial outreach may finish early, but the milestone is complete only after the seven-working-day follow-up window, or earlier if all 10 prospects reach a documented final outcome. IMPORTANT RULES No purchased lists, scraping, mass email, bots, automated LinkedIn activity, or unapproved dialers. Do not change pricing, promises, scripts, legal terms, or customer commitments. All work and payments remain within Upwork during the trial. HOW TO APPLY Begin your proposal with the words RESPONSE FIRST and include: 1. A short summary of relevant U.S. B2B experience. 2. Two comparable campaigns and your personal responsibilities/results. 3. Your availability during U.S. Central Time. 4. A 60–90 second voice introduction. 5. Your brief response to this scenario: An HVAC owner says, “I'm busy. My wife answers when she can, and I'm not interested in a robot replacing us.” We will shortlist five candidates, interview and role-play with the strongest three, and select one operator plus one reserve.