Finance Enterprise Lead Generation Assistant

The goal is to fill my calendar with qualified appointments from large-scale finance enterprises. I already have an ideal client profile—now I need consistent research, outreach, and follow-through so new conversations start every week.

Here’s how the workflow will run:

• Research & qualify decision-makers inside target finance companies (1,000+ staff or equivalent revenue).
• Build and maintain a clean list with name, title, direct email, and phone.
• Craft personalised email sequences, send them, track opens/replies, and follow up with timely phone calls to move prospects toward a meeting.
• Log every touchpoint inside my CRM (HubSpot is preferred, a similar tool is fine) and provide a concise weekly report on progress and next steps.
• Secure calendar invites for discovery calls that include agenda notes and confirmed attendance.

Success looks like: an agreed weekly quota of verified leads, clear activity metrics, and booked appointments that fit the ICP. All outreach happens only through email and phone; LinkedIn or other channels are optional but not required.

You’ll have access to a dedicated email domain, a VOIP number, and templates to iterate on. If you already use enrichment tools (ZoomInfo, Lusha, Apollo) just let me know so we can align workflows.

I respond quickly to questions and approve tweaks fast, so you can keep momentum. Let’s turn enterprise finance prospects into scheduled meetings.