Four Reasons Why Your Business Needs an Online Sales Funnel

Allan is an experienced professional with a comprehensive background in customer experience, order fulfillment, and compliance within the outsourcing, renewable energy, and telemarketing sectors. Leveraging his educational foundation in finance and management accounting , he applies a highly analytical approach to resolving fulfillment issues, ensuring invoice compliance, and managing end-to-end client relations. His proven ability to balance independent problem-solving with collaborative stakeholder management makes him an excellent fit for roles requiring meticulous order tracking and high-level partner support.

• The candidate holds a Bachelor of Science in Commerce with a major in Finance and Management Accounting, obtained in 2007.

• He possesses over a decade of relevant work experience spanning the IT-enabled services, renewable energy, and education sectors.

• Managed inside sales, vendor fulfillment, and customer experience within the outsourcing industry, tracking purchase orders through all stages until full invoicing.

• Handled dealer support, sales order booking, and invoice compliance as an analyst and support representative for a prominent renewable energy company.

• Served as a Team Leader and Quality Assurance Specialist in a sales and telemarketing environment.

• Acted as a Communications Coach, tailoring lesson plans to accommodate varying learning styles to properly prepare students for careers in the call center industry.

• Successfully managed the end-to-end fulfillment process, actively problem-solving vendor issues to ensure customer expectations were consistently met through original or substitute vendors.

• Owned the on-time delivery of partner orders by region, holding personal accountability for regional customer satisfaction while providing direct support to Regional and Area Sales Managers.

• Validated the accuracy of complex invoice packages and successfully managed the end-to-end process for handling exceptions according to strictly approved policies.

• Performed extensive quantitative data analysis, extracting critical reports used by stakeholders and partners in key business presentations.

• Order Fulfillment & Partner Support: Highly proficient in tracking orders, resolving fulfillment discrepancies, and maintaining strong client relations for both cash and lease orders.

• Invoice Compliance & Data Analysis: Skilled in strict document validation, policy enforcement, and quantitative reporting.

• Coaching & Leadership: Experienced in evaluating student progress, preparing tailored lesson plans, and previously leading a student assistant team.

• CRM & Inventory Systems: Experienced in utilizing software applications including HubSpot, Salesforce, and SOS Inventory for order updates.

• ERP & Reporting Tools: Proficient in maintaining existing sales orders via Oracle ERP and utilizing Oracle Discoverer for data extraction.

• He can start immediately and is open to both full-time and part-time

Manuel is a motivated, versatile professional with a well-rounded background in BPO customer service and freelancing, focused on outbound sales and lead generation. With nearly a decade of experience, he has transitioned smoothly between structured corporate environments and fast-paced freelance engagements.

Manuel brings 7+ years of relevant work experience in customer service, outbound sales, and lead generation across both BPO and e-commerce industries.

• Worked in Philippine-based BPO firms from 2016 to 2022, handling both inbound and outbound calls for telco and utility clients, including debt collection and billing concerns for a U.S.-based cable and internet provider.
• Handled global customer base (U.S., Canada, UK, Australia, New Zealand) as a CSR and sales support for an online store selling therapeutic electronic devices.
• Engaged in lead qualification and outreach for a US-based business acquisition team, researching small businesses and verifying ownership information via cold calls and follow-up emails.
• Outbound Sales Experience: As a remote CSR for an e-commerce business, Manny routinely upsold complementary health devices by proactively calling existing customers and gauging satisfaction.
• Lead Generation: Most recently worked as an outreach specialist for a business-buying group.
• He conducted cold outreach to business owners and gatekeepers, verifying data and coordinating lead handoffs for proposal meetings.

• Monday.com, Zoom, and Surfshark VPN
• Familiar with domain management via GoDaddy

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Independent, analytical thinker who prefers to act based on their own decisions with minimal need for validation.
• Assertive and goal-oriented; cuts through obstacles quickly to reach outcomes.
• Direct communicator with high urgency, often pushing self and others to deliver rapid results.

Behavioral Summary:
Manuel is a self-starting, ambitious professional who thrives on challenge and responsibility. He is energized by new ventures, open to taking risks, and motivated by goal achievement. His preference for autonomy and fast-paced decision-making makes him ideal for entrepreneurial environments or early-stage business teams. His candid and authoritative communication style, paired with his adaptive mindset, supports effectiveness in roles where proactivity and execution are key.

• She is proficient in LinkedIn Sales Navigator, Apollo, ZoomInfo, Crunchbase, Cognism, and enrichment tools such as Kaspr and Lusha. She currently works with Adenzo CRM and is open to learning new platforms like HubSpot.
• Prospect lead generation using platforms such as LinkedIn Sales Navigator, ZoomInfo, Crunchbase, Cognism, and Apollo.
• Data cleaning, deduplication, and enrichment with tools like Kaspr and Lusha.
• Her past experience also includes email technical support for a short period within the educational technology space, indicating her adaptability to varied industries.
• Quality assurance and final validation of datasets before uploading to the CRM (Adenzo).
• Oversight of outreach datasets for email and phone campaigns.
• She is available to start immediately. 

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.” Cautious; follows a well-established and proven plan to avoid making mistakes.
• Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Djoanna is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Djoanna, who takes responsibilities very seriously.

Froilan is an accomplished Sales and Business Development Specialist with over 4 years of experience in client acquisition, cold calling, and revenue growth strategies. He has excelled in logistics and SaaS industries, demonstrating proficiency in driving qualified leads, fostering client relationships, and utilizing CRM tools to optimize sales processes. His expertise in outbound prospecting, coupled with his ability to implement targeted outreach strategies, has consistently resulted in measurable success in increasing client engagement and retention.

• He successfully generated a 30% increase in qualified leads through cold calling, email campaigns, and social selling techniques.
• He collaborated with internal sales teams to achieve a 25% increase in client retention and engagement.
• He proficiently utilized CRM tools to analyze customer interactions, identifying insights to drive revenue growth.
• He prospected B2B leads to introduce a capacity procurement platform.
• He achieved measurable results through cold outreach and appointment setting.
• He displayed analytical skills in utilizing CRM software for performance tracking and optimizing processes.
• He is able to start immediately.

Skills and Tools Proficiency:

• Sales and Communication Skills: Cold calling, email campaigns, and social selling techniques.
• CRM Expertise: Hands-on experience with tools for tracking customer interactions, optimizing pipelines, and analyzing sales trends.
• B2B Prospecting: Successfully executed SaaS outreach and appointment-setting initiatives.

• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
• Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
• Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Froilan is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, this individual is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

Erica has 5+ years of relevant experience in lead generation, business development, and sales enablement roles across the IT and consulting industries. Her drive for performance is palpable, reflected not only in her extensive remote work experience but also in her ability to independently build lead databases from scratch and handle multiple markets such as the Philippines and Singapore.

• Successfully created and maintained prospecting databases using platforms like Apollo.io and LinkedIn Sales Navigator.
• Handled end-to-end sales cycles—from data scraping and outreach to deal closure and post-sale coordination.
• Introduced cold outreach automation workflows and played a key role in nurturing leads with minimal marketing support.
• Demonstrated agility by adapting to both startup and corporate environments, showcasing her ability to independently drive pipeline growth in ambiguous or evolving structures.
• She can start immediately

• Lead Generation:  Linkedin Sales Navigator, Apollo.io, Lusha, and LeadScraper
  Sales Enablement and CRM Management: Salesforce, HubSpot, and GoHighLevel in past roles.
• Project & Task Coordination: Familiar with Slack, Notion, and Trello to streamline workflows and collaborate with teams.

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Intense proactivity and aggressiveness in driving to reach goals. 
• Strongly independent in putting forth their own ideas, which are innovative and original, and if implemented, will change the organization.
• Resourceful and forceful in overcoming obstacles, vigorously and directly attacks problems; fights back hard when challenged.
• Incredibly strong sense of urgency and strongly task-focused

Behavioral Summary:
Erica is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.

• He worked in the BPO industry for 8 years, more in sales accounts, telecommunications, and IT cloud solutions (RingCentral) working as an account partner manager, selling products and services.
• He is also doing appointment setting to discuss leads, performance and promotions, and after-sales support.
• He has experience as a Business Development Representative whose main tasks is to manage emails, cold calling, and appointment setting.
• Has set up sales operations from scratch and managed end-to-end sales processes, including cold calling and client onboarding.
• He has extensive experience in sales, lead generation, and CRM management, coupled with a strong analytical and operational focus, positions him as a strong candidate. His behavioral profile further underscores his suitability for this role, emphasizing his ability to deliver results with precision and reliability.
  
  Tools:
  
  Salesforce
  Close
  RingCentral
  Skype
  Zoom
  Google Suite
  Microsoft Office
  NiceCXone
  Avaya
  MS Teams
  Slack
  Calendly
  Facebook Account and
  Business Manager
  Rio CRM

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Alyssa Kay, who takes responsibilities very seriously.

• Jennie has been working for 5 years in different companies from BPO, Real Estate and Retail industries. She handled different positions such  Customer Service Representative, Sales Representative, Appointment Setter, Lead Generation, and Telemarketer. She started working as a Customer Service Representative back in 2007 band started her freelancing in 2020. She's been working with Australian clients and supported the following tasks:
  • Cold calling business
  • Setting up appointments
  • Sales
  • Data mining
  • Record keeping
  • Customer Sevice
• She handle 200-250 calls per day.
• She is proficient in Salesforce, CRM, Google Docs, and Microsoft word.
• Jennie is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

Behavioral Summary
Jennie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise. Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Jennie, who takes responsibilities very seriously.

With experience and/or training, Jennie will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Jennie is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

Position Held: Appointment Setter, Customer Service Representative, Marketing Professional

Work Experience:

• Appointment Setter (2023–2024): Marc scheduled and confirmed appointments using tools such as Calendly, Gmail, and Google Voice. He maintained records and optimized scheduling processes through team collaboration.

• Customer Service Representative (2022–2023): he provided customer service through phone and email, focusing on booking flights using Amadeus, logging issues in Salesforce, and ensuring customer satisfaction. He also handled inbound and outbound calls while maintaining a high monthly KPI performance.

• Live Chat Support / Customer Service Representative (2021–2022): Marc handled customer queries through chat and email, booking flights using Saber and World Span while logging details in Salesforce.

• Appointment Setter (2020–2021): Marc booked appointments for patients, handled vaccine bookings, and ensured KPIs were met.

• Marketing Professional (2016–2018): Marc developed client relationships, explained vehicle features, and ensured sales quotas were met.

Skills:

• Customer Service and Sales (Advanced)

• Inbound and Outbound Calling (Advanced)

• Appointment Setting (Advanced)

• Administrative Support, Google Docs, Google Sheets (Intermediate)

Marc has extensive experience in both customer service and appointment setting, excelling in managing client communications through multiple channels (phone, email, chat). His strong background in outbound appointment setting, customer support, and sales roles makes him highly adaptable in environments that require excellent communication skills and relationship management. He consistently meets performance KPIs, which showcases his reliability and efficiency.

Strengths:

• Advanced skills in customer service and sales, including both inbound and outbound call management.
• Extensive experience with appointment setting and customer relationship management.
• Familiarity with tools like Salesforce, Calendly, Google Voice, and various CRM systems.

• Marc Louisse has a solid background in different fields such as sales and marketing, customer service, and the travel industry. To complement my professional experience, I have exceptional organizational skills and ability to prioritize tasks effectively. As a committed and motivated individual, I consistently strive to exceed expectations and deliver outstanding results.
• He was proficient in having these skills and tools:
  • Appointment setting / Lead generation
  • Data entry and administrative tasks
  • Inbound and outbound calls
  • Generating leads from multiple sources such as cold calling and email campaigns
  • Management of the sales pipeline through the sales cycle
  • Proficient in using Amadeus
  • Proficient in oral and written communication
  • Excellent Customer Service
  • Can complete tasks before deadlines
  • Experienced in a high-pressure working environment
  • Microsoft Office
  • Microsoft Teams
  • Google Applications
  • Google Calendar
  • Google Drive
  • Canva
  • Facebook
  • Instagram
  • Twitter
  • Zoom
  • WhatsApp
  • Skype
  • Slack
  • Amadeus
  • Sabre
  • Worldspan
  • LinkedIn
  • Genesis
  • Avaya
  • Adobe Acrobat
  • Chat GPT
• He has been a Customer Service Representative for 4 years. Booking flights using Amadeus. Assisting customers by answering all their queries through inbound calls. Ensures that customers are satisfied with our service while also making sure that I hit my monthly target KPI.
• He's been a Marketing Professional for 1 year. Sells products by establishing contact and developing relationships with prospective clients while maintaining the relationship by providing information and guidance. Using my knowledge about vehicles to explain and demonstrate vehicle features in a professional and clear manner. Organized and coordinated schedules of the team to ensure we were able to meet obligations and quota.
• Marc Louisse can start ASAP and open for full time and part time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

• Mark Verson has a bachelor's degree in Mass Communication. Expert in Customer Service inbound and outbound calling. Multi awarded customer service sales representative highly motivated coachable can multitask always committed to get the highest score provided and above all a man of integrity. He has been working for 6 years handling and performing role such as Sales Advisor, Customer Service, Freelance Sales Chat Agent and Appointment Setter for clients based in US
• He was exposed and proficient to the following Skills:
  • Appointment Setting
  • Outbound Calling
  • Client Relationship Management
  • Prospecting and Qualification
  • Customer Service
  • Sales
• He has experience as a Customer Service Representative for 3 years. Handles inbound calls in the U.K. Customers call to check their subscription if they have upcoming charges and renewals pertaining to their subscription. Also handling collections and payment extension.
• He has been an Appointment Setter for 1 year. Responsible for offering Health Life and Mortgage protection Insurance to potential leads in the US. We pre-qualify them for the best policies and send a licensed Insurance Broker.
• He has experience as a Sales Advisor for 2 years. In charge of offering emergency services to our customers for better driving experience and protection. We are also arranging payments extensions and collecting payment for their subscription. 
• He also has experience in Freelancing with different kinds of roles. Such as Sales and Chat Agent. Responsible in doing cold calling, offer vouchers, subscriptions and rewards
• He is a confident user of the following tools 
  • Dialers
  • Callrail
  • Softphone
  • Salesforce
  • Google spreadsheet
  • Slack
  • MS teams
• Mark Verson can start ASAP and open for full time and part time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.

• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.

• A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Mark Verson will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
• Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Crist took Computer Science in college and has been working for 10+ years. He joined local companies like BPO and staffing. He handled different positions such as Inbound Sales and Billing Specialist, Sales Support, Customer Experience Senior Associate, Team Leader, and B2B Sales Executive. He started his freelancing career in 2022 and worked with US clients
• Throughout his career, he proficiently supported the following: 
  • Sales support
  • B2B sales
  • CRM management
  • Customer service (phone, chat, and email)
  • Coaching and Training
  • Appointment setting
  • Lead generation
  • Billing
  • Email management
  • Data Entry
• During his BPO days, he was one of the Top Performers for Fiscal Year 2020-2021, Top Seller’s Club Performer in 2020, and has been the Team’s POC for almost a year. He was also awarded Spectrum Role Model of the Year.
• He is proficient in Avaya, Salesforce, HubSpot, DocuSign, Google Suite, Canva, Microsoft Office Apps, Shopify, Zendesk, Mailchimp, and Zoho.
• Crist is available to start immediately and is amenable to working the day shift for any part-time or full-time position.

• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• More interested in people, building relationships, and teamwork than technical matters. Generally affable, optimistic, and trusting.
• More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.

Patient and relaxed; is a particularly tolerant and understanding listener. People find this individual easy to talk to and feel no pressure or impatience from this rather easygoing, accepting person. 

• Anne acquired a degree in Information Technology and landed Sales Coordinator roles in local food equipment and chemical companies. She has 7 years of collective experience in performing the following:
  • Coordinating training and scheduling for up to 60 sales staff
  • Maintaining supplies of sales presentation materials
  • Preparing proposals, sales orders, and quotations
  • Monitoring sales and budget
  • Answering  queries via telephone, email, and messaging app
• She is a Civil Service Passer at the Professional level in the country.
• She is adept with SAP Business One, NetSuite, Microsoft Office Apps (Word, Excel, PowerPoint, Outlook, Teams), Google Suite (Document, Spreadsheets, Calendar, Drive) Adobe Photoshop, Zoom, and Skype.
• She can start immediately.
• She is amenable to working in any shift, preferably part-time. 

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Marry Anne is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

With experience and/or training, Marry Anne will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Marry Anne is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Al has over six years of valuable experience in the BPO, retail food outlets,  vehicle dealers, and legal industries working with various companies.  He has held various positions, including Executive Virtual Assistant, Purchasing Manager, Technical Support Representative, and Customer Service Representative, overseeing accounts related to the esignature platform, telco, and lending. His main focus was on serving clients based in the United States, UK, and Australia. When working in the BPO, Al has been recognized as a top performer for three consecutive quarters. He is adept at performing the following tasks:

  • Troubleshooting technical issues
  • Inbound and outbound calling (answering questions and providing resolution)
  • Acting as a first point of contact, dealing with correspondence and phone calls
  • Taking customer’s order
  • Organizing meetings and appointments
  • Handling billing concerns
  • Managing scheduled pick-up for vehicles
  • Evaluates vendor quotation

• He is proficient in using tools such as GoHighLevel, Five9, RingCentral, Gmail, Google Calendar, and Microsoft Office. 

• Al is available to start immediately and is amenable to working the night shift for any full-time or part-time position.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Focused on operational efficiencies: thinks about what needs to be done and how it can be done quickly without losing quality. 

Behavioral Summary

Al Ryan is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.