Hire the Best Sales Optimization Freelancers
in the United States

Sales and Intake Specialist with 15+ years experience delivering real results in sales coaching, sales, management, intake sales along with process improvement, custom scripts, live coaching, training material, market research for both B2B and B2C. Get real results in real time. My skills in telesales results in getting traction right away so you can understand what to expect from your market or team. SALES: My experience in sales has been: full cycle consultative, inbound warm leads, outbound cold calling, B2B, B2C. I do sales and sales coaching from a place of real-world experience. I customize everything to your business, team and industry delivering results in sales, sales process improvement, custom sales scripts, market research for both B2B and B2C. INTAKE: As part of my sales experience I’ve done intake for U-Haul truck and trailer rental. Getting thousands of calls in a year following a scripted intake process. Now, I take my years of sales and appointment setting experience combined with intake and create results for your business’ off warm leads. SALES COACHING & INTAKE COACHING CLIENTS: * Audio reviews * 1-on-1 & team training * Script creation * New sales & upsell strategies * Objection prevention & handling * Close rate improvement * Role-play * Sales training material CUSTOMER SERVICE: My experience in sales taught me that even as a salesperson you are providing ongoing customer service the entire process. Please see my Perfect Customer Quality award in my Portfolio section from AT&T (formerly SBC) from servicing over 900-1,000 accounts from 2003-2006. Customer service teams not only need to know how to retain customers from leaving a company - which is a form of sales - but they can also learn to upsell and cross-sell. APPOINTMENT SETTING: My experience in appointment setting spans 8+ years. APPOINTMENT SETTING COACH: • Cold calling or warm lead follow-up • Appointments reliably set • Custom scripts developed • Objection handling refinement • Strategy adjustments • Determine list quality • Audio reviews • Appointment setting rate improvement • Role-play I work with business owners and management teams by coaching inbound sales, intake, customer service, and appointment setting teams to improve sales performance. Message me today to talk about your project.

HIRE SUCCESS! Business Coach / Fractional CEO / Fractional Business Developer / Fractional Business Strategist / Sales Coach BUSINESS GROWTH: Scale your business or go to the next level; You can use the same formulas and systems I developed that made my businesses succeed and have now helped hundreds of others. MARKETING STRATEGIST: 10K Foot view with detail expertise: BUSINESS ANALYST: Collaboration business management: We work together to achieve your goals. Business strategy development: Over 20 years of successful business experience and coaching hundreds of ecstatic clients. Benefit from my extensive experience in growing business, brokerage included acquisition of more than 100 companies. Unparalleled expertise TO HELP YOU with: 1) BUSINESS TROUBLESHOOTING: Do you need help with a business problem right now? Expert evaluation of your business challenges and the optimal solutions. 2) COMMUNICATIONS: Get the best outcomes from your customers, clients, employees, contractors, freelancers and negotiations. 3) CASH FLOW: How to increase your cash flow right now. 4) SCALING: Quickly outline the path to growing your business with priority action lists. Get and use the same formulas I have used to double and triple business revenues. 5) PLANNING / STRATEGY: How to plan any business or process and increase the success ratios. 6) PROJECT MANAGEMENT: The S.T.E.M. method I developed to maximize projects or business success. 7) MARKETING: How to evaluate what marketing is best for your offer and how to implement the plan. From funnels to email campaigns to top copy writing. Also establishing KPIs and interpreting metrics. 8) SALES: Team and individual strategies, motivation, coaching and planning. From script development to team building and making sales. 9) HIRING: How to use the same hiring techniques as the highly successful Fortune 100 companies. 10) BRANDING: How to create a new brand that optimizes your offer or how to reinvent your brand with a total brand makeover. 11) Direct Response copywriting... use my successful sequential selling formula. 12) Business Buy / Sell Authority as a Business Broker and Recognized by the U.S. Federal Courts as a Business Valuation Expert How can I help you today? Please let me know. Thank you Phil Note: When you schedule a coaching appointment, you have bought that block of time. That is because all I do is coaching and have designated that hour for you, my client. Most all meetings are scheduled a week in advance and I cannot fill that hour on just a few days notice with another client. A make up appointment may be scheduled in emergency situations at my sole discretion.

As a HubSpot Champion User and HubSpot Certified Professional, I can help your team get the most out of HubSpot. My work has revamped underutilized CRM platforms, closed marketing knowledge gaps, and launched free-standing sales funnels within small to mid-sized companies. Let's discuss where your setup can better fuel streamlined, insightful business processes. Together, we can take a more strategic look at the entire customer journey to ensure your sales, marketing, and customer success teams have the tools to thrive. Specialties: - CRM migrations and onboarding - Sales and marketing process optimization - Automated digital experience design - Team training and CRM enablement - Attribution tracking and reporting - Marketing email performance - AI, integrations and cross-platform automation - Data hygiene and management - Sales performance reporting Awards and Certifications: - Hubspot Champion User (1,000 most active) - HubSpot Certified Gold Partner - HubSpot Certified Trainer - Among dozens of HubSpot Academy Certifications (RevOps, Marketing, Sales, etc.) I am a native English speaker living in the United States. I earned my Bachelor's in Marketing from the University of Miami. Freelancer operating as Juice Box Ops, an independent Hubspot Gold Partner.

I help startups, B2B firms, and growing companies improve outreach, lead generation, CRM workflows, and operational efficiency through a combination of hands-on sales experience, market analysis, and Agentic AI-driven business audits. My background combines cold calling, outbound campaign management, startup research, operational troubleshooting, and growth strategy. I work with GoHighLevel (GHL) and other CRM/outreach environments to identify workflow gaps, weak follow-up systems, inefficient outreach, missed opportunities, and operational bottlenecks that may be slowing growth. I am especially effective in situations where companies need someone who can both think strategically and execute practically — whether that means fixing broken outreach, analyzing markets, improving workflows, troubleshooting operations, or directly engaging prospects through outbound calling and lead generation. My Agentic AI-driven audit process combines AI-assisted analysis with real-world business and sales experience to deliver practical recommendations instead of generic automated reports. Highlights: • $100K+ earned on Upwork • 5,000+ hours completed • Recent successful $10K+ contracts • MBA, NYU Stern • Strong client-facing and communication experience • Strong client-facing and communication experience Available for: • Cold calling and outbound outreach • Lead generation systems • Agentic AI-driven CRM audits • GHL optimization and workflow review • Startup research and market validation • Sales process troubleshooting • Fractional growth and operations support Technical Sales analyst offering Outreach, Sales Strategy, Channel Marketing, Campaign Management, Sales Management consulting & troubleshooting. I have proven success on Upwork BDM sales & marketing. Background in research and tech R&D for bulge bracket Wall Street and tech including VP, MD, CMO, CSO positions at significant firms. I hold an MBA from NYU Stern on a Citibank scholarship and BA Oberlin as a National Merit Scholar. Fractional CMO CSO CPO analysis. Technical sales warm / cold calling expert. Can create and complete campaigns. Loving sales and marcomms management consulting work including AI firms. In love with tech forever.

I help B2B companies build predictable pipeline, generate qualified opportunities, and drive revenue growth through proven sales strategy, modern sales technology, outbound execution and closing. 35+ years in sales | $1M+ earned on Upwork | 12,730+ hours | 501+ projects | Expert Vetted | 100% Job Success Score I work with SaaS companies, PE backed firms, and founder led businesses that need stronger pipeline, better qualification, improved deal velocity, and scalable revenue systems. My first priority is understanding what creates the most value for your business. Only then do I design the sales strategy, workflows, and outbound systems needed to deliver measurable business results. Over $1M earned on Upwork helping B2B companies generate pipeline, book qualified meetings, and close revenue. If pipeline is slowing or deals are stalling, I step in to optimize outbound structure, improve conversion, strengthen follow up, and drive revenue growth. This is a fit when • Opportunities linger without forward movement • Leadership is still too involved in sales execution • Close rates do not reflect market potential • Outbound sales lacks structure, accountability, or momentum What I Do I design, build, and optimize B2B revenue systems that generate qualified pipeline and close 10K to 100K opportunities through: • Cold email and outbound email campaigns • LinkedIn prospecting and social selling • Strategic outbound calling and appointment setting • Sales development and SDR execution • Full cycle lead generation and B2B closing I lead the strategy, targeting, messaging, qualification, pipeline management, CRM oversight, and sales execution required to consistently move opportunities toward revenue. When appropriate, I leverage modern AI and sales technology to improve research efficiency, targeting precision, and workflow execution while applying human judgment to positioning, qualification, and sales strategy. How I Create Value • I start by identifying what creates the greatest commercial value for your business. • I build systems instead of isolated campaigns. • I optimize for revenue, not activity. • I combine modern technology with 35+ years of proven sales judgment. • I stay accountable for measurable business outcomes. Verified Performance • $1M+ earned on Upwork • 501 completed engagements • 12,730+ hours of direct sales execution Top Rated Plus Expert Vetted 100% Job Success Score What I Build • B2B outbound sales systems that generate qualified decision maker meetings • SDR frameworks that increase appointment setting conversion • High ticket sales closing for 10K to 100K opportunities • CRM and pipeline management systems that prevent revenue leakage • Sales process optimization and call review to improve conversion rates Typical Client Outcomes • Predictable qualified pipeline • More qualified meetings • Higher close rates • Better pipeline visibility • Stronger sales process control • Consistent revenue growth Engagement Structure Engagements are structured for speed, clarity, accountability, and measurable ROI. • Retainer plus hourly execution • No commission only arrangements • Proven systems not experimentation I work with a limited number of priority clients to protect execution quality and results. If you're a founder or business leader who needs predictable pipeline, qualified meetings, and stronger sales execution, let's talk.

🟢I'm Online! Generated +$6M in B2B sales. I build amazing B2B outbound systems that deliver qualified meetings. 100% deliverability, 5x better than cold email, zero spam risk, no warm-up time. Launch in 24 hours! Why My B2B Outbound System Outperforms Traditional Cold Email x5 (I have proof) 100% Guaranteed Deliverability: Every message reaches your ideal prospects’ inboxes: no spam folders, no warm-up delays, no domain risks. Direct Decision-Maker Access: The system consistently connects with founders, owners and executives who actually make buying decisions. Compliance and Safety: All outreach is fully compliant with U.S. and international standards, keeping your brand reputation secure. High-Intent Targeting: Double-filtered data to reach only your ideal clients with verified buying signals: not generic contact lists. Less Saturation, More Results: Most businesses rely on outdated bulk email tactics: this approach cuts through the noise and gets real replies. After running hundreds of campaigns, testing every possible approach, and selling millions: I’ve learned that successful outreach is like building a machine: if one gear slips, the entire system stalls. The core elements that make outbound work are: List precision (65%): finding leads that match your Ideal Client Profile. Message strategy (25%): writing like a human, not a template or AI-feel! (Very Important!) Deliverability (10%): I can ensure and prove 100% Deliverability rate Ongoing optimization: refining your system week by week. Why Most Campaigns Fail: Is this what your last outreach campaign looked like? - You bought a list from Apollo or ZoomInfo. - You wrote a quick email template and blasted it to hundreds of contacts. - You got a few opens… maybe a handful of replies, but no real traction. Most companies start here: and it’s not their fault. There’s a lot of noise online promising that outbound lead generation is as simple as signing up for a $99 tool, uploading a CSV, and waiting for the leads to roll in. The truth is, it takes a lot more precision and system design to make it work consistently. When campaigns fail, it’s usually because the list isn’t qualified deeply enough. Ask yourself: Am I targeting businesses with a current and measurable pain point? Is my data clean, verified, and enriched beyond the basic exports? Do I have a repeatable process to find similar leads every month? If not, your list isn’t ready: and blasting generic emails won’t fix that. My Process 1. Discovery & Strategy: We start with a short call to clarify your ideal client profile (ICP), offer positioning, and desired ROI. This ensures every campaign is built around real business goals, not guesswork. 2. Targeting & Messaging: I build a verified, high-intent prospect list using multiple reliable data sources. I craft persuasive, human-centered outreach messages designed to engage and convert. 3. Launch, Tracking & Optimization: Once the system is live, I monitor performance, analyze responses, and continuously refine copy and targeting for better traction. You’ll get transparent reporting and measurable ROI improvements week after week. What do I need from you to start? Only 2 things! 1. A company email. Example: Jorgeatyourcompanydotcom (it's not for sending. ONLY for receiving responses) 2. Download the FREE version of Leadfeeder on your website That's all! No warm up time needed! We launch within 24 hours! Campaign Results: - Tech/Software companies: U$1 Million in sales in one year. - Marketing agencies: 20+ booked calls per month. Avg Ticket: 50K. - Local services: 40+ inbound inquiries within 30 days. And much more B2B Industries... Let's have a video call! If you want an outbound system that delivers real leads, not empty blasts, let’s talk. I’ll show you how to turn your outreach into a consistent, scalable sales pipeline.