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upwork.com 🟡 2026-05-04

🔹 Phone-Based B2B Research and Contact Verification for U.S. Customs Brokerages
👤 Client: 🇺🇸 United States Member since 2026-04-05
💰 Price: ****
🚩 Problem: Need to identify key contacts in U.S. customs brokerages through phone calls, verify contact details, and record outcomes accurately.
📦 Existing: Not specified

Specifications:

[Target] - U.S. customs brokerage firms
[Method] - Phone-based outreach
[UI/UX] - Not applicable
[Stack] - Spreadsheet software (e.g., Google Sheets)
[Security] - Data privacy and confidentiality of contact information
[Format] - Clean, detailed call notes in spreadsheet

Workflow:

Compile list of U.S. customs brokerage firms.
Dial numbers from the compiled list.
Identify decision-makers (e.g., owner, operations manager).
Confirm name, title, email, and direct phone number when possible.
Record detailed call notes in a spreadsheet.
Categorize leads based on interest level: right contact found, polite but not interested, real interest, wrong contact, dead lead, follow-up needed.
Update the spreadsheet with verified information and lead status.