Sales Development Representative (Lead Generation + Outreach + Appointment Setter)

Build and execute a lead generation and appointment-setting function for a Canadian tax consulting practice. You will source your own leads, conduct outreach via phone/email/LinkedIn, qualify prospects, and book discovery calls with small business owners in Ontario. ________________________________________ Responsibilities • Research and build targeted lead lists of small business owners (sole proprietors, contractors, realtors, service providers) in the Greater Toronto Area o Primary sources: Google Maps, business directories, LinkedIn, Facebook groups/pages, websites, local listings • Conduct high-volume phone outreach – target 60–100 dials/day, aiming for 8–15 conversations/day • Use a permission-based calling approach – open with “Did I catch you at a bad time?” and quickly establish relevance • Qualify prospects via phone conversation, answer initial questions, and secure commitment for discovery meetings • Follow up via email/LinkedIn with prospects who need more time or prefer written communication • Book qualified appointments using Calendly link; confirm prospects are committed to attending • Maintain lead tracking in Google Sheets with daily activity reports (leads added, dials, conversations, replies, booked calls, show-up rate) • Organize prospect data to support follow-up sequences and pipeline development • Provide daily reporting (Friday end-of-week summary minimum) ________________________________________ Requirements • Proven experience in B2B lead generation, cold calling, and appointment setting • Clear, professional spoken English – neutral accent preferred (Canadian or North American); you’ll provide a 2-minute recorded call sample during interview • Strong written English – clear, professional email and message tone (samples required during interview) • Strong lead research skills – comfortable sourcing leads from Google Maps/directories/LinkedIn/Facebook without being given a list • Ability to work independently with minimal supervision and manage daily activity targets • Familiarity with outreach strategies targeting small business owners and service-based professionals • High self-motivation with results-driven mindset • Strong organizational skills and attention to detail when managing prospect data • Comfortable with high-volume calling – this role requires consistent daily dial volume and resilience to rejection ________________________________________ Scope & Expectations • Target market: Small business owners in Greater Toronto Area (Ontario, Canada) – realtors, contractors, HVAC, plumbers, electricians, cleaning services, retail, professional services • Build from scratch: No existing database or CRM; you will create lead lists and build pipeline • Tools: Google Sheets (lead tracking), LinkedIn, Gmail, Calendly (appointment booking), Google Maps/directories; VoIP/phone dialer (provided or you use your own) • Work hours: 40 hours/week, flexible schedule but with overlap in Toronto business hours (9am–5pm EST preferred) • Reporting: Daily activity log (new leads added, dials, conversations, booked calls); weekly summary every Friday • Collaboration: Work directly with business owner (Vijay) who handles all closing conversations • Scale target: Build toward 200+ small business accounts over time ________________________________________ What Success Looks Like (KPIs) Week 1 (Ramp-up): • Lead list built (200+ qualified prospects) • Scripts approved and practiced • Daily tracking system live • 40–60 dials/day, 5–10 conversations/day Week 2+: • 60–100 dials/day • 8–15 conversations/day • 1–3 qualified booked calls/week • 75%+ show-up rate on booked calls • Consistent daily reporting ________________________________________ Important Notes & Compliance • Permission-based approach: Open calls with “Did I catch you at a bad time?” and establish relevance quickly. No aggressive sales tactics. • What you can say: “We help Ontario small business owners and sole proprietors with tax preparation, CRA compliance, and deduction optimization.” • What you CANNOT say: “CRA partner,” “guaranteed refunds,” “guaranteed deductions,” or any misleading urgency/scarcity claims. • Call quality matters: You represent a professional tax practice. Tone, clarity, and professionalism are critical. • Accent/clarity: Clear English is essential for trust-building in tax services. We may request a call sample before final hire. • Daily reporting required: You’ll send a brief daily log and a weekly summary every Friday. • Timezone: Toronto EST preferred; overlap with business hours needed for quick communication and call feedback. ________________________________________ How to Apply Please include: 1. Your resume or LinkedIn profile 2. 2–3 sample cold outreach emails or LinkedIn messages you’ve written (show your best work) 3. A 2-minute recorded phone call sample – record a sample cold call opener (show your best pitch) 4. Your availability and preferred work hours 5. Why you’re interested in this role 6. Your experience with B2B cold calling (years, industries, typical dial volume/day) 7. A short note on how you source leads (Google Maps approach, directories you use, how you find decision makers) ________________________________________ Compensation & Terms • $3–$6 USD/hour (depending on experience, call quality, and results) • Month-to-month contract (no long-term lock-in; either party can end with 1 week notice) • Paid weekly or bi-weekly via Wise/PayPal/bank transfer • Bonus (after 30 days): If you consistently hit KPIs (3+ booked calls/week and 90%+ show-up rate), we can discuss a performance bonus based on closed deals (details to be agreed). • Flexible start date (ASAP preferred) ________________________________________ What We Provide • Service overview, pricing, and qualification rules • Call scripts and talking points (you customize and deliver) • Calendly link for booking (you confirm appointments) • Weekly feedback and coaching (we review performance) • Clear KPIs and expectations (no guessing) ________________________________________ Next Steps 1. Apply with the materials above 2. We’ll review and schedule a brief screening call (15 min) 3. If it’s a fit, we’ll do a paid trial week to test chemistry and call quality 4. If trial week goes well, we move to ongoing engagement Looking forward to hearing from you!