SDR Team Needed for Warm Lead Follow-Up & Appointment Setting

We are looking for an established call center or outsourced SDR company to work with our existing database of professional prospects in the United States and Canada. We are not looking for an individual freelancer. We want a company with multiple trained representatives, management, quality control, and backup coverage if a caller leaves or is unavailable. About Us We operate a professional education and business-development community serving financial advisors, attorneys, CPAs, insurance professionals, and other professionals who work with high-net-worth clients. We regularly host educational webinars. Hundreds of professionals register for and attend these events, and their information is stored in HubSpot. We need a professional outbound team to follow up with these warm prospects. Responsibilities Your team will: - Research each prospect before or during outreach - Review company websites and LinkedIn profiles - Verify and update contact information in HubSpot - Call webinar registrants and attendees - Have a natural, professional conversation about their interest - Determine whether they may be a fit for our community - Schedule qualified appointments directly on my calendar - Leave professional voicemails - Conduct follow-up calls when appropriate - Maintain detailed notes in HubSpot - Assign accurate lead statuses and dispositions - Schedule future follow-up dates - Keep our CRM database clean and current This is not cold telemarketing. The people being contacted have already registered for or attended one of our webinars, so they have some familiarity with our company. English Requirements This is extremely important. Our prospects are sophisticated U.S. and Canadian business professionals. Callers must have: - C1/C2 or near-native English - Clear, neutral pronunciation - Natural conversational English - Strong listening skills - Excellent understanding of American business communication - Ability to have an unscripted professional conversation We are not looking for someone who simply reads a script. We will personally interview and approve every caller assigned to our account before they begin making calls. Experience We Prefer Your team should have experience with: - B2B appointment setting - U.S. outbound sales - Financial services - Professional services - Attorneys, CPAs, advisors, insurance professionals, or similar audiences - HubSpot or comparable CRMs - Lead qualification - Warm lead reactivation - Database research and cleanup Staffing Requirements We want a managed solution rather than dependence on one individual. Ideally, you will provide: - 1–2 primary callers - A trained backup caller - A team leader or account manager - Call recording - Quality assurance - Ongoing coaching - Replacement and retraining if a representative leaves - Weekly reporting Our scripts, training materials, CRM data, and call history must remain documented so that personnel changes do not require us to start over. Technology We use HubSpot. Your team must be comfortable working directly inside our HubSpot account and keeping every record updated. We also want call recordings available for quality-control purposes. Initial Project We would like to begin with a 60–90 day pilot program using an existing list of webinar registrants and attendees. If the pilot is successful, this can become an ongoing relationship as we conduct new webinars every month. When You Apply Please include: - Your company name and website - Number of employees/callers - Location - Experience calling U.S. business professionals - Experience with appointment setting - Experience using HubSpot - How you handle employee turnover and backup coverage - Your management and quality-control process - Your pricing structure - Examples or voice samples of representatives who could potentially work on our account - Two or three U.S.-based client references, if available - Whether we can interview and approve the callers before they are assigned Please start your response with the words “B2B SDR TEAM” so we know you have read the entire posting. We are interested in building a long-term relationship with the right company. We value professionalism, excellent English communication, accurate CRM management, and quality conversations more than simply generating a high number of calls.