Sales Development Representative VA Case Study – Lead Research & Cold Outreach (Smilie.io)

https://www.canva.com/design/DAGvcDYEntE/4Qx6reu8ofGmbjv_a6rq6Q/edit?utm_content=DAGvcDYEntE&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

I came across an opportunity with Smile Pte Ltd (Smilie.io), a gifting management platform that helps companies send meaningful gifts to clients, employees, and partners.

The role focuses on Sales Development Representative (SDR) responsibilities, particularly identifying and engaging potential clients within the financial services industry, such as insurance agents and financial advisors.

One of the main tasks in this role is building a structured lead database through online research, identifying potential prospects and organizing their information within a CRM system.

Another key responsibility is conducting personalized outreach through messaging platforms such as WhatsApp and Instagram, with the goal of initiating conversations and identifying prospects who are interested in learning more about the service.

Once a lead shows interest, the next step is to schedule discovery calls for the core sales team, allowing them to focus on closing opportunities while the SDR manages early-stage engagement.

This role highlights the importance of lead research, personalized communication, and structured tracking in building an effective sales pipeline.

This case reflects my interest in supporting sales teams through organized lead research, targeted outreach, and structured CRM management.