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I run a boutique firm that delivers finance-focused consulting packages to small businesses. I need a seasoned B2B closer who is comfortable working on a commission-based structure with a small base retainer and can generate and manage qualified leads from first conversation to signed agreement. Here’s what the day-to-day looks like: Warm prospects arrive through your cold call outreach to small businesses with annual revenue between $500,000 and $5Million. Your success will depend on your ability to understand and communicate our business model of advisory and bookkeeping. Cold outreach experience is a must, and the immediate priority is engaging and converting leads you create. Compensation: - Base Retainer: $100-$300 per week (negotiable based on experience) - Commission: 20% of each closed contract (contracts range from $1,000 to $5,000) To succeed, you should feel at home on Zoom, phone, and email, know your way around a basic CRM, and have the confidence to discuss our solutions with owners doing $500K to $5M in annual revenue. Typical contract value sits in the low-five figures with significant earning potential based on the number of new clients you move to contract. Deliverables I will track: • Closed contracts • All deal notes and next-step tasks logged the same day • A concise weekly pipeline update sent every Friday If you have a demonstrated track record closing consulting or other intangibles for small businesses, let’s talk and see if the numbers make sense for both of us.
Project ID: 40691496
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9 freelancers are bidding on average $448 USD for this job

Hi, I can help you generate, qualify, and close B2B clients for your finance consulting and bookkeeping services, focusing on small businesses in the $500K–$5M annual revenue range. I have experience with cold outreach, lead qualification, follow-ups, CRM management, phone, email, and Zoom, with a focus on moving prospects from the first conversation through to a signed agreement. My approach would be: Build targeted prospect lists of suitable small businesses Cold call and engage business owners/decision-makers Clearly communicate your advisory and bookkeeping value Qualify prospects based on business needs and budget Follow up consistently through phone/email Manage the pipeline and deal stages in your CRM Log notes and next steps on the same day Provide a concise weekly pipeline report every Friday Focus on closed contracts, not just generating leads I’m comfortable with a small weekly retainer + 20% commission structure, and I’m interested in a long-term arrangement where results determine the earning potential. I can start immediately and would be happy to discuss your offer, target market, CRM, and current sales process. Best regards, Riz
$250 USD in 3 days
4.8
4.8

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. I recently closed a $15,000 consulting package for a small business by leveraging my cold outreach skills and industry knowledge, resulting in a 30% increase in their revenue. Clients appreciated my ability to dissect complex financial solutions into relatable terms. With over five years of experience in B2B sales, I understand the nuances of engaging small businesses and have successfully navigated similar commission-based structures. My proficiency with CRMs ensures that I manage leads efficiently from first contact to contract signing. I recognize your goal of generating qualified leads and converting them into closed contracts. By using a tailored outreach strategy, I will effectively communicate your advisory and bookkeeping offerings, driving engagement and trust. My focus will be on timely execution, clear communication, and fostering long-term relationships with clients. I am ready to help you scale your business effectively. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards Patrick
$400 USD in 7 days
3.3
3.3

Hello! I can take qualified small-business prospects from the first conversation through follow-up, objection handling, and signed agreement, while keeping every interaction and next step organized in your CRM. I understand the importance of selling advisory/bookkeeping value to $500K–$5M business owners and focusing on measurable conversions. With 8+ years of experience in Excel, QuickBooks, and data automation, I create accurate, efficient, and user-friendly solutions tailored to your business needs. Expertise: Advanced Excel formulas, dashboards, PivotTables, data analysis, VBA/Macros, Google Sheets automation, QuickBooks bookkeeping, transaction management, reconciliations, payroll, income/expense tracking, and financial reporting. You’ll receive clean, accurate, fully editable, and well-structured files, with clear communication and reliable delivery. Portfolio: https://www.freelancer.com/u/muhammadj121 Best regards, Junaid
$250 USD in 5 days
1.3
1.3

Hi, I’m interested in helping you grow your client base and close qualified small-business leads. I have 3+ years of sales experience, with a strong background in direct sales, client engagement, cold outreach, and marketing. I’m comfortable speaking directly with business owners, understanding their needs, handling objections, explaining the value of a service, and following up consistently until the deal is closed. My experience in advertising, social media, photography, and videography has also helped me understand how to communicate value and position services effectively. I’m comfortable working with phone, email, Zoom, and CRM-based follow-ups, and I understand the importance of keeping accurate deal notes, tracking next steps, and maintaining a healthy pipeline. The commission structure is also attractive to me because I’m results-driven and confident in my ability to turn conversations into paying clients. I’m ready to start generating and managing qualified prospects immediately. I’d be happy to discuss your offer, target market, and closing process.
$500 USD in 7 days
0.0
0.0

Your finance offer needs a closer who can create trust quickly. Hi, I can handle the full sales cycle for your finance-focused advisory and bookkeeping services—from targeted cold outreach to qualification, follow-up, negotiation, and signed agreements. I’m comfortable speaking with small-business owners in the **$500K–$5M revenue range** and understand that selling consulting requires more than a scripted pitch. I’ll focus on identifying the business problem first, explaining the value of your advisory/bookkeeping model in clear terms, handling objections, and moving qualified prospects toward a decision. I can work across **phone, Zoom, email, and a basic CRM**, while keeping deal notes and next-step tasks updated the same day. I’ll also provide the requested **Friday pipeline update** covering active opportunities, conversations, follow-ups, and closed contracts. The compensation structure works for a performance-focused sales role: I’m comfortable with the **$100–$300 weekly retainer plus 20% commission**, with the priority being measurable revenue rather than activity for its own sake. Regards, Hamza
$251 USD in 4 days
0.0
0.0

Trabuco Canyon, United States
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