Outbound Dialer (CBI)

As an Outbound Dialer, I contacted inbound leads from GoHighLevel (GHL) to prequalify prospects before endorsing them to the closers. My role involved engaging with individuals looking to start a business, assessing their fit for the program, and ensuring they were ready for the next step.

Lead Prequalification – Called inbound leads, assessed their needs, and determined if they were a good fit for the program before endorsing them to closers.

Data Tracking & Reporting – Maintained detailed records of calls, booked appointments, and conversion rates, ensuring transparent performance tracking.

Team Coordination – Worked closely with the sales team, sharing important insights about leads to help them prepare for their calls.

CRM & GHL Management – Updated lead information in GoHighLevel (GHL), ensuring accurate data for follow-ups and conversions.

Communication & Follow-Ups – Relayed key information to the team, ensuring smooth transitions from prequalification to closing.

This role required strong communication skills, attention to detail, and strategic coordination to maximize conversions and ensure leads were well-prepared for the sales team.