Appointment Setter and Cold Caller

Conduct targeted research to identify referral sources and partnership opportunities
Perform outbound cold calls to schedule in-person meetings with referral partners and professionals
Manage and maintain CRM records, ensuring outreach activities and follow-ups are accurately documented
Track referral performance, contact history, and meeting outcomes to evaluate marketing effectiveness
Coordinate email follow-ups and relationship-building communications with leads and partners
Support social media efforts by posting relevant industry and community content for brand awareness
Collaborate with the owner to refine outreach strategies and improve lead generation and conversion rates