- Department / function: Sales & Marketing (lead calling and meeting booking)
- Reports to: Founder (Sales & BD Executive once on board)
- Direct reports: None

Key Responsibilities

A. Every lead gets a clear, skilled first call

1. Make the daily target of outbound calls to business owners and decision-makers from assigned databases, lists and referrals
2. Introduce RGB clearly and professionally, and identify the right person to speak to
3. Handle first objections (not interested, send details, call later) politely and keep the door open

B. Event and inbound leads are followed up fast

1. Call every event-captured and inbound lead within the agreed time window
2. Confirm their need, business size and urgency before passing them on
3. Re-engage old and cold leads in the database on a planned cycle

C. Qualified meetings are booked and actually happen

1. Qualify each prospect using the agreed checklist: decision-maker, business size, need, timeline
2. Book discovery calls or meetings for the Founder / Sales & BD Executive and send calendar invites
3.



Send confirmation and reminder messages so booked meetings actually happen

D. No promised callback is ever missed

1. Set and keep every callback promised to a prospect, on the date and time agreed
2. Send follow-up WhatsApp messages and emails using approved templates after calls
3. Never let a lead go cold because of a missed callback

E. The sales tracker is always accurate

1. Log every call, outcome and next step in the sales tracker the same day
2. Tag leads by status (hot / warm / cold / not interested) and keep the data clean
3. Hand over booked meetings with full context: who they are, what they need, what was promised

F. The Founder always knows the calling numbers

1. Share a daily calling report: calls made, connects, qualified leads, meetings booked
2. Flag common objections and feedback from prospects to the sales team
3. Share a weekly summary in the pipeline review without being asked

📌 Telecalling Executive (Surat)
🏢 RGB Business Growth Consulting
📍 Surat