- Identify, create, and nurture outbound leads across relevant channels.
- Engage prospects to understand their needs, interest, and potential fit.
- Prioritize qualified opportunities using agreed criteria.
- Maintain accurate lead statuses, activity history, and qualification notes in the CRM.
- Conduct outreach through email, LinkedIn, and other approved channels, and maintain consistent follow-up cadences.
- Re-engage warm, inactive, and dormant prospects, personalizing messages to prospect context and business needs.
- Schedule qualified meetings, confirm details, and provide relevant prospect background to the sales team.
- Ensure a smooth handoff to sales representatives responsible for closing.
- Track lead-to-meeting conversion, maintain CRM and pipeline records, and communicate progress, blockers, and trends.
HubSpot