Finance Planning & Cold-Call Leads

₹1500-12500 INR

Closed

Posted 7 days ago

₹1500-12500 INR

Paid on delivery

I’m looking to tighten the financial side of my business while jump-starting a steady flow of new prospects. Finance is the first priority: I need clear month-end reporting, cash-flow projections, and advice on how to structure budgets for the next two quarters. You’ll dig into my existing spreadsheets (Google Sheets / Excel) and accounting software, tidy up the chart of accounts, then build a simple dashboard that tells me—in plain numbers—where money is earned, burned, and best re-deployed. At the same time, I want a small but focused lead-generation push built around cold calling. The goal is to set qualified appointments for me each week. I’ll supply a list of target companies; you’ll refine it, craft a concise call script, handle the dials, and note every outcome in the CRM. No email blasts or social campaigns right now—just disciplined phone work that converts curiosity into booked calls. Deliverables • Clean, reconciled financial statements and a forward-looking cash-flow model • An at-a-glance finance dashboard (Google Sheets or Excel) • Target list refinement, call script, and daily call log • Minimum of five qualified appointments in the first month Acceptance Criteria • Financial reports match bank balances to within 0.5% tolerance • Dashboard updates automatically when source data changes • All calls logged with outcome codes and next-step dates • Appointments meet predefined ICP (industry, revenue, decision-maker role) If you can move comfortably between numbers and phones—and keep both sides organised—I’d like to hear your approach and timeline.

Operations Management

Digital Marketing

Project ID: 40449026

About the project

3 proposals

Remote project

Active 7 days ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

3 freelancers are bidding on average ₹10,333 INR for this job

@CACPARahul

As a Chartered Accountant with a special focus on Bookkeeping and Virtual CFO services, I can confidently say that streamlining and managing finances is my forte. With over 8 years of experience, I have worked with a range of organizations, from local startups to global corporations in various industries. This diversity has given me an extensive understanding of various financial structures, which will be valuable when analyzing and structuring your budgets for the upcoming quarters. Moving on to the cold-calling aspect of the job, I understand the value of disciplined phone work that converts curiosity into booked calls. My experience guarantees that every call will be handled tactfully and all the details meticulously noted in your CRM system. Importantly, I can adapt- finding lead generation strategies specific to each business's target demographic. Thus far (pitch completion due to character constraints)

₹9,000 INR in 7 days

5.0

(2 reviews)

1.8

@NEHABHAT92

With over 9+ years of practical experience in web development and Mobile development, alongside my focus on E-commerce and CMS based website, I have developed a wealth of proficiency that can be uniquely valuable to the specific financial rejuvenation you require. A significant advantage is my familiarity with Google Sheets and Excel as means of creating effective and efficient dashboards—ensuring your company's finances will always be visible at a glance. Also, my knowledge spans across various platforms such as Java, PHP, and HTML/HTML5/CSS/Responsive Design which would further minimize potential roadblocks during this project. It is vital to highlight that our team's skills: -The ability to create clean financial statements with precise month-end reporting. -Knowledge of structuring budgets in line with cash-flow projections for the next two quarters. -Proficiency in refining target lists, crafting concise call scripts, making thorough call logs with outcome codes. -Remembering meetings within pre-defined criteria (ICP) to ensure each appointment has value. Moreover, we understand the significance of results. I would not just "note every outcome in the CRM," but also ensure a minimum of five qualified appointments within the first month. With IT Services that turn ideas into realities, my focus will be to provide you with a 360-degree solution - from finance structuring to lead-gen opportunities by leveraging advanced CRM capabilities. So if you want a prof

₹15,000 INR in 7 days

0.0

(0 reviews)

0.0

@Sanjivjainca

With over three decades of solid experience in finance and a track record of handling complex financial structure for large enterprises like Reliance Industries Limited and Marks and Spencers Plc UK, I am more than equipped to streamline your business finances. I am adept at using Google Sheets and Excel to expertly manage existing spreadsheets, clean up messy accounts and create accurate financial reports that match bank balances within a 0.5% tolerance. This will give us a clear indication of where money is being earned, spent, and can further be reinvested to optimize profits. Moving beyond the numbers I am also no stranger to cold calling having utilized it effectively in my prior roles. I will start by refining your target list and crafting a concise call script tailored to convert curiosity into qualified appointments for you each week. Using a disciplined approach, I will handle the dials, note every outcome in the CRM with detailed codes, and schedule timely next-step dates for follow-up.

₹7,000 INR in 7 days