March 2022 - April 2023

Director of Customer advisory Board:

• Onboard potential advisory board members through a video call

• Qualify potential advisory board members

• Provide potential advisory board members an overview of the company and the purpose of the advisory board, answer inquiries, and move the relationship to the next step

*Set an appointment for them to meet with our CEO

Appointment Setter:

• Cold call Prospects a list of specific prospects to discuss about referral partnerships

• Set an appointment for them to meet with our vice president