diego rivas outbound caller

Role & Context

• Diego Rivas works as an outbound caller (sales appointment setter) for a gutter company based in California, selling to homeowners.
• He operates remotely from Punta Cana (Dominican Republic).

Tools / Systems (Lead Tracking & Sales Ops)

He uses GoHigh Level and Close.com to manage:

• Progress tracking
• Follow-ups
• Conversation management (as part of the sales process)

Performance Metrics / KPIs

• Booked appointments: 120 qualified appointments per month (over the past year)
• Conversion rate: improved to 15%

Operational Playbook (Implied Workflow)

1. Conduct outbound calling to homeowners.
2. Qualify leads.
3. Book qualified appointments.
4. Use CRM/sales platforms (GoHigh Level / Close.com) to maintain:
   • consistent follow-up
   • visibility into pipeline stage and outcomes

Actionable Recommendations (Drivers of Results)

• Standardize calling + qualification using CRM workflows (e.g., GoHigh Level / Close.com) to improve:
  • Appointment volume (target: 120 qualified/month)
  • Lead-to-appointment conversion (target/achieved: 15%)
• Continuously improve core outbound skills to increase conversions over time:
  • pitching
  • selling
  • communication

Strategy / Leadership Angle

The approach emphasizes:

Process-driven outbound execution (tracking + follow-ups) combined with continuous skill improvement as the mechanism behind performance gains.

Presenters / Sources

• Diego Rivas — presenter (role and results described).