Make outbound calls through our auto dialer to the Canadian small business lists provided, and meet your daily call and conversation goals.
• Explain Growpath's working capital options clearly and qualify each business: time in business, monthly revenue, existing funding and need.
• Share the application link, collect bank statements and documents, and follow up until each file is complete.
• Hand complete files to your Sales Manager for the close.
• Log every call and client note in the CRM the same day.
• Follow our sales playbook, consent rules and do-not-call list. We never promise clients an approval, rate, amount or timing.