PORTFOLIO FOR
APPOINTMENT SETTER
The following pages contain a detailed case study of a simulated
outreach campaign, a playbook for handling common sales objections,
and a strategic guide to personalized outreach."
Maria Dolores
Flores Villafuerte
Maria Dolores Flores Villafuerte: Appointment Setter
Portfolio
Introduction
This portfolio showcases my ability to consistently generate qualified appointments
and manage client communication effectively. Through a combination of strategic
outreach and prepared responses, I demonstrate a systematic approach to turning
prospects into valuable leads.
Project 1: The Simulated Outreach Campaign
Campaign Goal: To generate qualified appointments for "ACME Solutions," a fictional
SaaS company targeting HR Managers in the tech industry.
Campaign Metrics Summary
• Leads Identified: 25
• Initial Emails Sent: 25
• Follow-up Emails Sent: 50
• Cold Calls Made: 10
• Appointments Set: 6
• Success Rate: 24% (6 appointments / 25 leads)
Detailed Activity Log
Project 2: The Objection Handling Playbook
This playbook demonstrates my ability to handle common sales objections with
confidence, professionalism, and a focus on moving the conversation forward.
Common Objections & My Responses
Objection: "Just email me your information."
My Response: "I can certainly do that. To make sure I send you the most
relevant information, can I ask just one quick question? It will only take 15
seconds."
Objection: "We're not interested right now."
My Response: "I understand. Is it that you're currently happy with your process,
or is the timing just not right for a conversation?"
Objection: "I'm too busy to talk."
My Response: "I completely respect your time, and that's why I'm calling to
book a brief, 15-minute call. What does your calendar look like next Tuesday or
Wednesday?"
Objection: "I'm not the right person."
My Response: "Thank you for letting me know. I apologize for taking up your
time. Could you point me to the person who is in charge of [department, e.g.,
HR Solutions]?"
Objection: "Send me a proposal."
My Response: "I'd love to! Before I do, could you give me a better understanding
of what you're hoping to achieve? That way, I can make sure the proposal is
tailored to your specific needs."
Project 3: The Research & Personalization Case
Study
This case study demonstrates my ability to conduct in-depth research and craft
a highly personalized approach for a high-value prospect, ensuring my outreach
is strategic and not generic.
The Target Prospect:
•
Company: "Fin-Tech Innovators"
•
Target Contact: Sarah Chen, Head of Human Resources
•
My Goal: To secure an appointment to discuss how my solution can streamline
their HR onboarding process.
My Research & Findings:
•
LinkedIn: Sarah recently posted an article about the challenges of retaining top
talent in a competitive market.
•
Company News: Fin-Tech Innovators just secured a Series B funding round,
which often means they are expanding rapidly and need to hire and onboard a
lot of new employees quickly.
•
Problem Identification: Based on my research, a key pain point for Sarah would
likely be the administrative burden of onboarding new hires efficiently, while
also ensuring they have a positive initial experience.
My Personalized Approach:
•
I crafted a cold email that directly referenced her recent post and connected it
to the solution I was offering.
•
The email was concise and focused on a single, specific value proposition.
The Email I Would Send:
Subject: Following up on your post about talent retention
Hi Sarah,
I saw your recent article on LinkedIn about the importance of retaining top
talent. It was spot-on, especially the part about creating a seamless employee
journey from day one.
I'm reaching out because I help fast-growing companies like Fin-Tech
Innovators streamline their onboarding process, so new hires feel supported
and productive from the moment they sign the offer letter. We've seen that a
great first impression can significantly improve long-term retention.
Would you be open to a brief 15-minute call next week to see if this is something
valuable for your team?
Best regards,
Maria Dolores Villafuerte