DEDICATED STAFFING / SALES SUPPORT
Give your sales team consistent support with research, lead qualification, appointment setting and structured follow-up.
ROLE SCOPE
HOW THE ROLE FITS
For teams that need consistent research, lead qualification and follow-up around an existing sales process.
Your staff member works through the lead list and follow-up priorities you agree, checks whether prospects meet your criteria, arranges suitable appointments and updates the CRM. Your sales team keeps control of commercial decisions and the next conversation.
SEE THE WORKFLOW
Explore an illustrative workflow. Your actual process, tools and decision boundaries are agreed during scoping.
Research
Qualify
Schedule
Handover
Relevant notes and a clear next action.
Organise an example prospect record against the target profile.
BUILT AROUND YOUR WORKFLOW
English-speaking staff work from our Lahore office. Coverage and responsibilities are agreed around your needs. Pricing is provided through a tailored quote after the role and schedule are defined.
A clearer sales handover
Lead research is more useful when the target profile is specific. Describe the types of businesses, relevant roles, regions and suitability criteria you want staff to work with. Identify approved information sources and required CRM fields. A contact list without those criteria may create activity without helping your sales team identify the right next conversation.
Agree what needs to be established before a meeting is booked: the prospect’s fit, the relevant contact, the reason for the conversation and any information your salesperson needs. Staff can record what is known and flag unanswered questions. Appointment setting should follow your calendar and confirmation rules so your sales team receives a meeting with context rather than an unexplained entry.
The CRM should show the latest interaction, status and next action. Define follow-up timing and approved messaging, including how opt-outs or requests to stop contact should be handled. The channels, targeting and applicable outreach requirements must be reviewed for the proposed activity. For broader inbox and scheduling work, explore administrative support or use the staffing brief guide to separate the roles.
BEFORE THE FIRST DAY
A useful onboarding plan gives your staff the context and access they need to begin responsibly.
AGREE WHAT GOOD WORK LOOKS LIKE
Completeness and accuracy of lead records
Suitability of appointments against your criteria
Consistency of agreed follow-up activity
These are possible measures to agree with your business, not promised results or fixed service levels.
ABOUT THIS ROLE
The launch scope focuses on research, qualification, appointment setting, follow-ups and CRM administration. Any additional responsibilities must be scoped separately.
Your CRM and access requirements form part of the brief. Training and required permissions are confirmed before onboarding.
Agree the necessary fit, information and purpose of the meeting before activity begins. That gives staff a clear basis for deciding when to book or escalate.
No fixed sales outcome is promised. The role is defined around agreed activities and quality measures, with your team reviewing the results.
LET’S DEFINE THE ROLE
Tell us what needs doing, which tools you use and the hours you need covered. We’ll start with those details.
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