Outbound Client Data Verification Calls

Customer: AI | Published: 10.02.2026

I need reliable help refreshing the records in our proprietary internal CRM. Your day will revolve around calling a mix of existing customers and newly added prospects, following the script we provide, and politely confirming or correcting details such as contact name, direct phone, email address, company info and current requirement status. The primary goal is clean, up-to-date data; whenever you sense genuine buying interest, simply flag the record so the sales team can pick it up. After every conversation you’ll log concise notes and change requests straight into the CRM, then send me a short end-of-day activity report exported to Excel or Google Sheets. To succeed you should be comfortable on the phone, speak clear English, and know your way around basic spreadsheet functions. I’ll share call lists, scripts and a quick walk-through of our CRM before you start.