
Veltio Inc.
51 days agoKey role details at a glance.
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Role context, responsibilities, and expectations.
Veltio is a Canadian growth agency helping auto-service shops and home-improvement businesses generate more leads, improve their follow-up process and turn more opportunities into booked business.
We are looking for an experienced B2B appointment setter to contact both warm inbound leads and targeted cold prospects.
Warm inbound leads will always be the highest priority. You will be expected to contact new inquiries quickly by phone, SMS and email, qualify the business owner and book a Growth Assessment with our founder.
During periods without new inbound leads, you will conduct outbound calling using targeted business lists provided by Veltio. You will not be responsible for sourcing the initial lists or closing the final sale.
The ideal candidate is confident speaking with North American business owners, comfortable with both inbound and outbound calling, disciplined with follow-up and capable of keeping accurate CRM records.
Compensation will include hourly pay and performance bonuses for qualified appointments that attend.
Responsibilities:
- Contact new inbound Meta, website and referral leads immediately during scheduled working hours.
- Prioritize warm inbound leads over outbound activity.
- Follow up through phone calls, SMS, voicemail and email.
- Qualify business owners before booking an appointment.
- Book Growth Assessment calls directly into our calendar.
- Confirm appointments and complete reminder follow-ups to reduce no-shows.
- Cold call targeted auto-service shops and home-improvement businesses from lists provided by Veltio.
- Research basic business information before or during outreach when needed.
- Reactivate older leads and previous prospects.
- Record call outcomes, notes, objections and future tasks in the CRM.
- Provide a brief daily report on activity and results.
- Review recorded calls and apply coaching.
How the work will be prioritized:
1. New inbound leads: Contacted as quickly as possible.
2. Existing warm-lead follow-up: Leads already in an active follow-up sequence.
3. Scheduled outbound calling: Cold prospects from targeted lists supplied by Veltio.
4. Older-lead reactivation: Previous inquiries and opportunities that did not book.
What candidates need before applying.
You'll need to answer the following questions when applying:
Please describe your experience with both warm inbound lead follow-up and outbound cold calling. What industries did you work in, and approximately how many calls, conversations and appointments did you produce each week?
You are completing an outbound calling block when a new Facebook lead enters the CRM. Please explain exactly how you would prioritize and handle both activities.
A new inbound lead does not answer your first call. Please explain the call, voicemail, SMS and email follow-up process you would use over the next seven days.
How would your approach differ when speaking with someone who submitted a Facebook form compared with a business owner receiving an unexpected cold call?
What Eastern Time hours can you consistently work, how many hours per week are you available, which CRM and calling systems have you used, and what hourly rate and performance-bonus structure do you normally work with?
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