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I’m setting up an outbound lead-generation campaign focused exclusively on loans within the broader financial-services space. I’m looking for an experienced call-center team that can engage prospects, qualify their borrowing needs, and hand over warm leads ready for our in-house sales specialists. Scripts and key qualifying questions are ready, but I’m open to your input on language tweaks that improve conversion. All conversations must be logged in real time in our CRM. To keep things straightforward, here’s what I expect at each stage: • Daily dial attempts and connection rates reported inside the CRM • Each qualified lead to include full contact details, loan amount sought, timeline, and any credit-readiness notes • Call recordings or QA summaries for spot-checking quality Performance will be monitored weekly; consistent targets unlock additional campaigns in adjacent financial products. If your team has solid English, a proven track record with loans and mortgages, and the ability to scale quickly, I’d like to hear how soon you can start and how many agents you can dedicate.
Project ID: 40609114
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Active 7 days ago
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4 freelancers are bidding on average $50,500 USD for this job

Hi, This is Jorge from IT GLOBAL SOLUTION LLC, based in the U.S. I have strong experience with CRM workflows, lead-generation systems, call-center process setup, campaign tracking, reporting dashboards, QA documentation, and automation for sales teams. Your outbound loan lead-generation campaign is a good fit because it needs a structured process where daily activity, qualification details, call outcomes, and warm lead handoff are tracked clearly inside your CRM. I can help support the campaign setup by organizing the CRM pipeline, lead intake fields, qualification forms, call disposition tracking, reporting views, and QA workflow so your agents and sales specialists can work from one clean system. The lead records can capture full contact details, loan amount requested, timeline, credit-readiness notes, call status, recordings or QA summaries, and handoff readiness. I can also help refine scripts and qualifying questions to improve conversion while keeping the process professional and compliant. My focus would be clear reporting, clean CRM data, reliable follow-up tracking, and a scalable structure that can support additional financial-service campaigns as volume grows. Let’s connect and go over the details. Best, Jorge
$100,000 USD in 7 days
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Hello, Thank you for the invitation. We operate a professional outbound call center with 90+ trained agents and have extensive experience in lead generation, appointment setting, and financial campaigns, including loans and mortgages. Our agents are fluent in English, CRM-experienced, and comfortable following scripts while providing feedback to improve conversion rates. We can: * Handle high-volume outbound dialing. * Qualify prospects based on your criteria. * Log all call activity and lead details in your CRM in real time. * Provide call recordings, QA reports, and daily performance updates. * Scale the team quickly as campaign volume increases. We can dedicate an initial team of 5-10 agents and expand based on performance. We are available to start immediately and are confident we can consistently meet your quality and reporting requirements. I'd be happy to discuss your campaign goals, KPIs, and onboarding process. Looking forward to hearing from you.
$1,000 USD in 7 days
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Hello there! Hope you're doing well and thank you for the invitation. I've read your job description and understand you're seeking someone for Lead Generation. I have been doing this type of work since 2019 on different campaigns as a different roles. I can learn new tools quickly. I am a tech savvy person. So I believe that I could be a great fit for the program. Please let me know if you are available for a quick chat / online meeting so that we can discuss further and possibly work as a team. I am eagerly looking forward to your response. Best regards, Mahmud
$1,000 USD in 20 days
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