Unclaimed Funds Claimant Outreach
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I recover every kind of unclaimed money—tax refunds, property-tax overages, dormant bank balances, insurance proceeds and more—and I’m ready to scale. What I need now is a partner who can handle two linked tasks:
1. Build accurate, fresh lists of potential claimants by searching state and federal unclaimed-property databases, court surplus ledgers, and any other reputable source you already use or can recommend.
2. Reach out by phone (or text when appropriate) to each name on that list, confirm you have the right person, explain in plain English that money is waiting for them, and gauge their willingness to move forward with my firm’s claim process.
If a prospect is interested, you’ll gather the basic intake details I’ll specify, note any questions they have, and flag them for my follow-up team. I’ll supply a proven call script, compliance guidelines, and a simple Google-Sheets tracker; you bring diligent research skills, clear communication, and the ability to log every attempt, result, and recording in real time.
Deliverables I expect from each batch:
• A spreadsheet of newly researched leads with verified contact data
• A call log showing date, outcome, and notes for every number dialed
• Recordings (or transcripts) of successful qualification calls
• A short summary of hot leads ready for document prep
Accuracy, respectful outreach, and disciplined record-keeping matter more to me than sheer volume, so please highlight any experience you have with skip tracing, VOIP dialers, CRM updates, or state unclaimed-property portals when you respond.
1. Build accurate, fresh lists of potential claimants by searching state and federal unclaimed-property databases, court surplus ledgers, and any other reputable source you already use or can recommend.
2. Reach out by phone (or text when appropriate) to each name on that list, confirm you have the right person, explain in plain English that money is waiting for them, and gauge their willingness to move forward with my firm’s claim process.
If a prospect is interested, you’ll gather the basic intake details I’ll specify, note any questions they have, and flag them for my follow-up team. I’ll supply a proven call script, compliance guidelines, and a simple Google-Sheets tracker; you bring diligent research skills, clear communication, and the ability to log every attempt, result, and recording in real time.
Deliverables I expect from each batch:
• A spreadsheet of newly researched leads with verified contact data
• A call log showing date, outcome, and notes for every number dialed
• Recordings (or transcripts) of successful qualification calls
• A short summary of hot leads ready for document prep
Accuracy, respectful outreach, and disciplined record-keeping matter more to me than sheer volume, so please highlight any experience you have with skip tracing, VOIP dialers, CRM updates, or state unclaimed-property portals when you respond.
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