Services

What a professional SDR and cold caller actually does for you

Six services that fit together into one outbound pipeline: build the list, set up the CRM, make the calls, qualify hard, follow up for two weeks, report every Friday. Take one piece or the whole thing.

Paid 7–14 day trial $12–25/hr, published No minimum contract Weekly reporting
Short answer, for anyone skimming

A full-stack SDR builds and verifies your prospect list, calls it, handles objections live, qualifies against your real buying criteria, books meetings with decision-makers, manages the CRM pipeline, runs multi-touch follow-up for 10–14 days, and reports six numbers weekly: dials, connects, conversations, appointments, show rate and closes. Rate: $12–25/hr. First appointments: typically days 3–7.

The six services

Everything I offer, with the numbers attached

Each card shows what's included, what results look like in campaigns I've actually run, and how long before you see them.

Cold Calling & Outbound Sales

The spearhead — live conversations, same day

High-volume outbound into a verified list with an opener that's been tested against a few hundred real dials, not written in a doc and hoped for.

What's included
  • 120–180 dials per working day
  • Opener written, tested and iterated weekly
  • Live objection handling, not deflection
  • Every call dispositioned in your CRM
  • Call recordings shared where legally permitted
Typical results

15–30 live conversations per day once the list is clean; 4–12% of connects turn into a real conversation depending on market.

Time to first results

Conversations day one. Stable daily rhythm by day 5–7.

B2BB2CVOIPMojoRingCentralDetails

Appointment Setting

Measured on show rate, not bookings

Meetings with people who can actually sign, double-confirmed before they happen, with no-show recovery built into the sequence.

What's included
  • Decision-maker verification before booking
  • Calendar integration and invite management
  • 24-hour and 1-hour confirmation touches
  • No-show recovery sequence
  • Handoff brief so you walk in knowing the context
Typical results

8–20 qualified appointments per week depending on offer and list; 60–80% show rate when confirmations are run properly.

Time to first results

First appointments typically days 3–7.

CalendlyHubSpot MeetingsGHLGoogle CalendarDetails

Lead Generation & List Building

Clean before the first dial, not after

Targeted list construction from Sales Navigator, public registries and web research, enriched and verified with Python-assisted tooling.

What's included
  • ICP definition workshop before any building
  • LinkedIn Sales Navigator sourcing
  • FMCSA carrier census pulls for trucking campaigns
  • Phone and email verification pass
  • Deduplication and DNC screening
  • Delivered as CSV or loaded straight into your CRM
Typical results

Verified lists of 500–3,000 records per campaign with sub-10% dead-number rates, versus the 20–40% typical of purchased lists.

Time to first results

First verified batch within 48–72 hours.

Sales NavigatorPythonFMCSA dataVerificationDetails

CRM & Pipeline Management

The reporting layer everything else depends on

Pipeline architecture, properties, dispositions, sequences and reporting in HubSpot, Salesforce or Go High Level — set up so the Friday report writes itself.

What's included
  • Pipeline stages and exit criteria defined with you
  • Custom properties and disposition taxonomy
  • Automated follow-up sequences
  • Data hygiene and duplicate cleanup
  • Weekly dashboard and reporting
Typical results

A pipeline you can actually forecast from, and follow-up that stops leaking deals between touch four and touch nine.

Time to first results

Configured and live in 24–72 hours.

HubSpotSalesforceGo High LevelDetails

MCA Specialist Services

Underwriter-style qualification on the first call

Merchant sourcing, qualification, statement collection and deal packaging for MCA brokers, ISOs and funders.

What's included
  • Qualification on deposits, TIB, positions and consistency
  • Bank statement request and collection on call one
  • Factor rate and holdback objections handled live
  • Submission-ready file assembly
  • Funder coordination and follow-up
Typical results

12–20 qualified merchant appointments per week; 50–70% close rate on deals that reached a funder in campaigns I've run.

Time to first results

First qualified merchant typically within 3–5 days.

RestaurantsRetailTruckingContractorsEcommerceDetails

DOT / FMCSA Compliance Support

Outreach and back-office for motor carriers

Compliance-literate outreach plus document and deadline support for carriers, and lead generation for the firms that serve them.

What's included
  • New entrant safety audit preparation support
  • Driver qualification file assembly and gap review
  • Drug & Alcohol Clearinghouse registration and query tracking
  • MCS-150 biennial update scheduling
  • Document chase and carrier follow-up
Typical results

Outreach that opens with the carrier's real deadline; document-collection cycles measured in days rather than weeks.

Time to first results

Gap review within the first week of engagement.

New entrants1–10 trucksMid-size fleetsCompliance firmsDetails
Methodology

How results get delivered — the five-step process

Nothing here is secret. The difference between campaigns that work and campaigns that don't is that all five steps happen every week, including the boring ones.

1
List building & verification
What happens: ICP defined, list sourced, numbers and titles verified, DNC screened.
Why it matters: a 30% dead list costs you 30% of every hour you pay for.
Outcome: a dialable list with under 10% waste.
2
CRM setup & pipeline design
What happens: stages, exit criteria, properties and dispositions configured.
Why it matters: you can't improve a funnel you can't see.
Outcome: week-one data that's still useful in week eight.
3
Calling & qualification
What happens: live dialling, tested opener, qualification against your real criteria.
Why it matters: unqualified appointments destroy your close rate and your calendar.
Outcome: meetings with people who can sign.
4
Multi-touch follow-up
What happens: call, voicemail, SMS and email across 10–14 days on every warm no.
Why it matters: most outbound revenue arrives on touches four to nine.
Outcome: a compounding pipeline instead of a flat one.
5
Reporting & iteration
What happens: Friday report, then one variable changed for the next week.
Why it matters: changing five things at once teaches you nothing.
Outcome: a measurably better campaign every month.
Channel choice

Cold calling vs email vs LinkedIn — when each one wins

I sell calling, so treat this table sceptically and check it against your own numbers. It reflects what I've seen across SMB-focused B2B campaigns.

Outbound channels compared — typical B2B SMB campaign, 2026
 Cold callingCold emailLinkedIn outreach
Typical response rate4–12% of connects become conversations1–5% reply rate on a good list5–15% acceptance, far fewer replies
Speed to first meetingHours to days1–3 weeks1–3 weeks
Cost to runHighest per touch (human time)Lowest per touchLow to medium
Objection handlingLive, same conversationNoneSlow, asynchronous
Works for non-desk buyersYes — owner-operators, shop floors, restaurantsPoorlyPoorly
Scales without headcountNoYesPartly
Best used forUrgent, deadline-driven or cash-flow offersVolume top-of-funnel and nurtureWarming named accounts before the call

The honest read: calling is the most expensive channel per touch and the fastest to a meeting. It wins decisively when your buyer isn't at a desk (trucking, restaurants, retail, construction) or when there's a deadline attached (an audit date, a cash-flow gap). It loses to email when you need volume at low cost. Most working pipelines use calling as the spearhead and email as the follow-up, which is how I run mine.

Specialisations

The two niches where I'm hard to replace

MCA specialist services

Why cold calling still beats every other channel in MCA

MCA buyers are owners with a cash-flow problem and a deadline. They aren't reading cold emails between shifts. The offer is urgent, the decision-maker is reachable by phone, and the qualification is numeric — which makes it almost ideally suited to the phone.

Prospect profile I target: $15K+ monthly deposits, 6+ months in business, consistent deposit pattern, ideally zero or one existing position, and a specific use of funds (equipment, payroll gap, inventory, a job that needs floating).

Qualification criteria I run live: average monthly revenue, time in business, number and status of current advances, average daily balance, negative days in the last three months, and whether the owner can actually produce three months of statements today.

Results from campaigns I've run: 12–20 qualified merchant appointments per week; 50–70% close rate on deals that reached a funder; first qualified merchant typically inside 3–5 days.

RestaurantsRetailSalonsContractorsTruckingFull MCA page

DOT / FMCSA compliance support

What carriers actually need, and when they need it

What carriers need: to survive a new entrant safety audit, keep driver qualification files complete, stay current on Drug & Alcohol Clearinghouse queries, file the MCS-150 biennial update on schedule, and avoid the violations that get flagged during roadside inspections and audits.

The audit process: a new interstate carrier enters an 18-month new entrant monitoring period, with the safety audit generally scheduled inside the first 12 months of operation. It reviews driver qualification, drug and alcohol programme, hours of service, vehicle maintenance, and financial responsibility. Certain violations are automatic failures regardless of anything else in the file.

How I help: gap review against the audit categories, DQ file assembly and document chase, Clearinghouse registration and query scheduling, MCS-150 timing by USDOT number, and compliance-literate outreach for firms selling into this market.

Scope, honestly: I'm a trained compliance support specialist, not an attorney or a DOT consultant of record. I prepare, organise and chase. I don't give legal opinions.

New entrants1–10 trucks10–50 trucksCompliance firmsFull DOT page
Services FAQ

Twelve questions I get before every contract

Direct answers. Tap to expand.

What does a cold caller do day to day?
A working day is roughly: 30 minutes cleaning and segmenting the list, 5–6 hours of live dialling in the windows where your buyers actually answer, and an hour on follow-up, CRM hygiene and notes. Across that, 120–180 dials, 15–30 real conversations, and however many appointments the market gives that day. The unglamorous half — dispositions, callback scheduling, list hygiene — is what makes weeks three and four productive.
How is cold calling different from telemarketing?
Telemarketing usually means high-volume scripted calls aiming to sell or transfer on the same call, often B2C. B2B cold calling aims to start a qualified conversation and book a meeting — the sale happens later, with someone else, usually you. A cold caller is measured on qualified appointments and show rate; a telemarketer is measured on transfers or sales. I do both, but the method changes completely.
How many appointments can you set per week?
It depends on offer, list quality and market. Honest ranges from campaigns I've run: 12–20 per week for MCA with a warm-ish list, 8–15 per week for DOT compliance services, 5–12 per week for higher-ticket B2B services with narrow ICPs. Anyone quoting you a number before seeing your list and offer is quoting you a marketing figure.
Do I need to provide the contact list?
No, though I'll use yours if it's good. I build lists from LinkedIn Sales Navigator, public registries — including FMCSA carrier census data for trucking campaigns — and web research, then verify before dialling. If you hand me a list, expect me to tell you honestly what percentage of it is dead.
What industries do you specialise in?
Deepest: merchant cash advance and alternative business funding, and trucking / motor carrier compliance services. Also experienced: solar, janitorial services, water treatment, and general B2B services. If you're in a technical or regulated niche I don't know, I'll say so and quote extra ramp time rather than pretend.
Can I start with a trial?
Yes — a paid 7–14 day trial with KPIs agreed in writing before the first dial. Typical trial KPIs: dials per day, connect rate, conversations per day, and appointments set. If the trial misses, we stop. It's the cheapest possible way for both of us to find out whether this works.
How do you measure success?
Six numbers, reported every Friday: dials, connect rate, conversations, qualified appointments, show rate, and closes. Appointments alone are a vanity metric — an SDR can book meetings nobody attends. Show rate is the number that tells you whether the qualification is real.
What CRM do you recommend?
If you have none and you're under about 10 users, start with the free HubSpot CRM — it's the fastest to configure properly and its sequences are good enough for outbound follow-up. Go High Level makes sense if you want SMS and pipelines in one place, particularly for MCA and local services. Salesforce is right when you already have it or you need genuinely complex reporting. The wrong answer is a spreadsheet.
How much does it cost?
$12–25 per hour depending on scope and how technical the niche is. Compliance and MCA work sit at the top of that range because the ramp is longer. There's no setup fee and no minimum contract length. Full breakdown on the pricing page.
What's the contract and commitment?
Hourly through Upwork, weekly billing, cancel any time. Most clients start with a 7–14 day paid trial, then move to 20–40 hours a week. I don't do 3-month lock-ins — if the campaign isn't working, a contract shouldn't be what keeps me there.
Do you work in my time zone?
Yes. I work US business hours across EST, CST, MST and PST. For trucking campaigns that usually means starting early, because owner-operators answer between 6am and 9am local time far more reliably than at 2pm.
Will I hear the actual calls?
Yes, where local law and the dialer allow recording, and I'll tell you upfront which states require two-party consent. Reviewing five real calls tells you more about a cold caller than any interview will.
Next

Where to go from here

See the pricing

Three tiers, published rates, what's in each, and what the paid trial covers.

Read a campaign breakdown

Two anonymised write-ups with the real numbers and what I'd change next time.

Take a free checklist

MCA qualification and DOT compliance checklists. No email required.

Not sure which service you need?

Describe your offer and your target market in three sentences. I'll tell you which of these six would move your number first — and which ones you don't need yet.