Shouldn't assume but sounds like factoring. Personally used factoring for a cooperative over 10yrs ago - great tool. Therefore knowledgeable and believe its function for capital.
Organized - provide Daily Call Sheet in Excel every night
'gatekeepers' - very good at getting to decision-maker using not a specific script but starting a conversation
Persistent
Quality over quantity in calls
Am not the expert (you are) - get them to give day & time you can talk to them
Will identify those not now needing but info for later time (email if possible)
Daily Call Sheet - 30 businesses with 1-2 call backs
Time of calls - 930-1130am & 130 -330pm
Will present you and your company professionally, whether a lead or not.
Thank you for your consideration
Respectfully,
Joseph Shoemaker
ps if need further info or clarification, please contact me