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• creation of campaign on the customer's behalf
• setting up of conversion tracking
• research and keyword analysis
• competitor analysis

• ICS 
• ConnectSales
• Google Keyword Planner
• SEMrush
• Google Calendar

Predictive Index Behavioral Profile - Specialist

predictiveindex.com/reference-profile/specialist/

Strongest Behaviors:

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Kyle is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Kyle, who takes responsibilities very seriously.

• Taking inbound calls
• Chat and Email support
• Appointment Setting
• Cold Calling
• Make Facebook advertisement
• Photo Editing
• Video editing
• Conducting online presentations

• Salesforce
• Zendesk
• Zopim
• Slack
• Microsoft applications

• Val is a former Business Owner and start working in 2014 as a Receptionist, Marketing Manager, Trade Marketing Specialist, Cruise Consultant, Technical Support Help Desk, Operations Assistant, and Data Entry Specialist/Vendor Sales.
• She graduated with a degree in Bachelor of Science in Entrepreneurship.
• She has experience in:
  • Sales and Business Development
  • Marketing Plan
  • Data Entry
  • Providing proposals and quotations
  • Customer Handling
  • Technical Assistance
  • Social Media Management
• She is adept at using the following software/applications:
  • Salesforce
  • Pipedrive
  • Microsoft 365 (Excel formulas Pivot,sumifs etc)
  • Google App
• She can start immediately. 

Strongest Behaviors
 

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Valelie is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

Nelli brings over 9 years of sales and customer service experience across various industries including telecommunications, finance, publishing, utilities, and education. She is highly skilled in outbound appointment setting, lead generation, Salesforce CRM, and customer service, making her a strong fit for roles that demand communication, persuasion, and pipeline management.

• Strong focus on outbound calling, CRM usage, objection handling, and appointment setting.
• Proactively collaborated with sales teams and exceeded quotas.
• Specialized in lead generation through LinkedIn and Google Chrome.
• Demonstrated experience in qualifying leads and closing via appointment scheduling.
• She is familiar with Salesforce and LinkedIn Sales Navigator.

• Salesforce CRM (Advanced)
• Outbound Appointment Setting (Advanced)
• Inbound/Outbound Sales (Advanced)
• Customer Service (Advanced)
• Project Management (Advanced)
• Lead Generation (Advanced)
• Calendar Management (Advanced)

Predictive Index Behavioral Profile - Venturer

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.

Behavioral Summary

Nelli is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

• Nelli has previously worked as a Sales Representative, Appointment Setter, Customer Service Representative and Sales Virtual Assistant. She also got a promotion as an Operations Supervisor and Subject Matter Expert. She has worked in various BPO companies where she catered clients in the US, Switzerland, California, UK and Australia. She has handled accounts in the field of telecommunications, publishing, banking, solar, printing and media company. She is confident in supporting the following tasks:
  • B2B campaign
  • Lead generation
  • Appointment setting
  • Project management
  • Telemarketing
  • Inbound Sales
  • Outbound Sales
• She is proficient in systems such as Trello, CRM, LinkedIn, and Sales Navigator, Avaya, Ring Central, Cloud Talk
• Nelli is available to start immediately and she is amenable to working the day or night shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Promoter

Strongest Behaviors:

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Nelli is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in her behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to her to be liked and accepted, and she express herself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

• Kirsty has been working for more than 10 years for various BPO companies. She handled different roles wherein she started as a Customer Care Specialist and then became a Technical Support. She had also catered to US, UK, and Australian clients being a Sales Representative. In addition, she has experience working as a Publishing Consultant wherein she managed professional authors through the publication process, and as an HR Specialist focusing on screening candidates and implementing training and development plans. 
• Recently, she worked remotely as an HR Manager for a US-based company where her involvement was in general - recruitment, employee relations, compensation and benefits, and training and development. At the same, she was also engaged with Sales - doing lead generation and appointment setting. 
• Overall, her expertise is in the following:
  • Customer Service
  • Outbound Sales
  • B2B campaign
  • Recruitment
  • Onboarding
  • ESL Teaching
  • Appointment Setting
  • Account Management
• She is adept in using tools/applications such as Salesforce and Microsoft Office - Word, Powerpoint, Excel, SharePoint, and Outlook.
• She is available to start immediately.

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, Kirsty will work within those standards to ensure repeated successes and high-quality results. She has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well-thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

• Diezl has been working for 7 years in the BPO industry.
• Her expertise is Inbound Calls, Outbound Sales, Email Support, Chat Support, Email Support, and Customer Service.
• She handled telco and retail account.
• She worked with clients that cater to US and UK. 
• She can start immediately. Open to work full-time. 

• She demonstrates strong communication skills, adaptability, and a strategic approach to lead qualification and customer engagement. Roxy is comfortable with a remote work setup, time-tracking tools, and an independent contractor arrangement.
• Handled inbound and outbound calls for a U.S.-based fast-food company.
• Worked remotely for an HR software company in Texas, conducting cold calls and CRM updates.
• Outbound sales experience for digital marketing agencies in Australia and the U.S., qualifying leads and booking meetings with CEOs or sales specialists.
• Experience in handling email follow-ups, newsletters, and blog posts as part of marketing support.
• Prepares by reviewing customer notes before calls to provide tailored solutions.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Roxy is very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.

Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. This individual is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. They talk briskly, with assurance and conviction and are a stimulating influence on others, while being direct, determined and flexible.

• Outbound selling
• Product training
• Customer service

• MS Word
• MS Excel 
• Avaya

• Outbound B2B sales
• Appointment setting
• After sales
• Admin assistance
• Loan processing
• Tutoring
• Order processing and verification
• Basic troubleshooting
• Customer support

• Grasshopper
• Google Suite
• DocHub
• Slack

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.

Mnemosyne is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

In most circumstances, she is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.

• xperience: Emilynn has 12 years of customer service experience (since 2012), including remote work and handling Australian clients. She has managed billing inquiries, escalations, and challenging customers and previously worked as an executive assistant. Her approach emphasizes first-call resolution, ensuring customer satisfaction while minimizing callbacks.
• Software Proficiency She is proficient in handling calls, emails, and client management and has experience with Google SMS and various CRM tools. However. She does not have experience with Mailchimp but is willing to research and learn.
• Specialization Emilynn specializes in customer engagement, conflict resolution, and account management. She has worked with utility campaigns for Australian clients and understands the importance of negotiating scheduling conflicts, adjusting bookings, and ensuring accurate information delivery to improve customer satisfaction.
• Home Office Setup: She has a strong remote work setup with a desktop PC (Intel i7 processor), dual monitors, and a stable internet connection (Converge, 78-100 Mbps). She is fully equipped for remote work and comfortable using multiple communication and support tools.
• Current Status: She is a mother of three and is currently available for work, having last been employed in May 2024 in a remote position.

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.
• Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

• Debs has been working since 2006 and has handled roles such as Accounting Clerk, Customer service representative, Outbound sales representative, Sales representative, and Senior Agent within the Business process outsourcing industry.
• She gained skills/expertise when it comes to:
  • customer service
  • sales
  • outbound sales
  • upselling
  • Inbound/Outbound call
  • email and call management
• Well versed with the following software tools:
  • Salesforce
  • Genesis
  • Vici dialer
  • Gmail
  • Skype 
  • WhatsApp
• She can start immediately  

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Behavioral Summary

Deborah is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Deborah , who takes responsibilities very seriously.

Jane Pauline is an experienced administrative and customer service professional with a strong background in property management, sales, and client-facing roles. She has held progressively responsible positions in both the real estate and healthcare sectors, particularly in sales and account management capacities. Her communication and coordination skills stand out, especially in environments requiring client engagement, scheduling, and lead conversion.

• Advanced: Real Estate, Property Management, Social Media Management, Sales Management, Administrative Support
• Intermediate: Bookkeeping
• Soft Skills: Strong communicator, client-centric, detail-oriented, team player

• Client-Facing Experience: Demonstrated ability to manage client relationships, resolve concerns, and handle inquiries across phone, email, and chat platforms.
• Property Management Proficiency: Full cycle of property listings, showings, and tenant support.
• Sales and Marketing Exposure: Proven lead generation and funnel management from various sales roles.
• Healthcare Industry Familiarity: Previous roles with Becton Dickinson and Roche.

Predictive Index Behavioral Profile - Artisan

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

Pauline is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Pauline plans ahead, double checks, and follows up carefully on decisions and actions.