🕷️️ Job Radar • SCRAPING

upwork.com 🟡 2026-05-22

🔹 Financial Services Lead Reactivation & Appointment Setting
👤 Client: 🇺🇸 United States Member since 2024-07-01
💰 Price: $500
🚩 Problem: Low conversion and stagnation of historical lead data requiring manual outreach to schedule financial assessments.
📦 Existing: Salesforce CRM (500+ inactive leads 2021-2024), LinkedIn network, outreach scripts.

Specifications:

[Target] Inactive Salesforce leads (2021-2024), LinkedIn connections
[Method] Outbound calling, voicemail follow-ups, rapport building
[Stack] Salesforce CRM
[Format] 100-200 calls per week
[Security] No sensitive financial/account data access

Workflow:

1. Extraction of lead contact data from Salesforce and LinkedIn.
2. Execution of outbound calls using provided script.
3. Qualification of prospects for complimentary financial assessments.
4. Appointment scheduling for financial advisors.
5. CRM update with call notes and status.