B2B Pipeline Consultant · US Agencies & Consulting Firms

Alejandra
Gimenez

Most agencies don't have a lead problem. They have a pipeline execution problem — outreach stalls, follow-up breaks down, and no one can pinpoint where calls are being lost.

I find where your pipeline is leaking. Then I fix it.

Alejandra Gimenez
$800K+Revenue closed
35%Conversion rate
Nothing depends on memory.
Not the outreach. Not the follow-up.
Not the team's performance.
Appointment Setting Systems AI-Powered Outreach Sales Closing Pipeline Audit Revenue Growth Team Training CRM Management Cold Outreach Conversion Rate Optimization

I diagnose pipeline problems.
Then I fix them.

Most agencies I work with aren't short on leads. They're short on a system that does something useful with them. Outreach runs when someone remembers to run it. Follow-up happens when a closer has bandwidth. The CRM is either empty or a mess. No one knows exactly where calls are being lost.

I come in and diagnose the execution layer — where leads are stalling, why follow-up isn't converting, what the team is actually saying on calls. Then I fix it or build it from scratch, depending on what's already there.

5+ years closing high-ticket B2B across consulting firms, marketing agencies, and U.S. universities. $800K+ in closed revenue. 35% conversion rate. 50% pipeline efficiency gains. Certified in AI Fluency by Anthropic (2026) — one of the few pipeline consultants integrating AI into the full setter workflow.

Pipeline Diagnostics

I find where the system is leaking before recommending anything

AI-Integrated

One of the few consultants embedding AI into the full setter workflow

Team Performance

Live coaching built around your team's actual calls, not generic frameworks

Remote Operator

5+ years executing at US business standards from Argentina

Six places pipelines
break down

Pipeline Architecture

  • Full pipeline audit — ICP, messaging, CRM, follow-up, team execution
  • Appointment setting system design and build
  • CRM setup, lead stages, and workflow configuration

Outreach & Follow-Up

  • AI-powered outreach sequences (email, cold call)
  • Follow-up cadence design — structured, not reactive
  • Sales script development and qualification frameworks

Team Execution

  • Setter performance coaching and live call review
  • Real-time conversation diagnostics — what's breaking and why
Tools
HubSpot Jira Asana Trello Google Sheets

Key results & wins

Appointment SettingB2B
Sole Setter — Revolutionary Roots Consulting
Managed the entire appointment setting operation as the only setter — 20+ weekly calls coordinated across three closers, no supervision required. Provided real-time conversion feedback on where leads were dropping off and why.
$259,000 USD yearly · $66,200 in April 2025 · 35% conversion rate
High-Ticket SalesCold Outreach
National University Sales — OVinspires
Sold motivational speaking services to prestigious U.S. universities including UT Austin and University of Arizona via cold email and calls, expanding national reach.
$600,000+ USD closed at 30% conversion rate
PipelineOptimization
Sales Pipeline Overhaul — OVinspires
Rebuilt the full sales pipeline, developing CRM tracking, cold scripts, email templates, and follow-up sequences that drove consistent deal closures.
50% efficiency gain in deal closures
TrainingTeam Leadership
Appointment Setter Training Program
Trained and supervised all appointment setters at OVinspires (2022–2025), running live sessions with real-time corrections to improve team performance and appointment quality.
Full team trained over 3 years
ProposalsClient Growth
Enterprise Proposals — $5K–$12K Deals
Prepared and delivered proposals generating $5,000–$12,000 USD per client, managing the full cycle from first contact through event execution.
25% client portfolio growth
COOGlobal Sales
COO Sales Support — Memoria Studio
Led sales operations for a media studio, closing deals including a contract with one of the most prominent lawyer YouTubers in the U.S. Improved team efficiency by 50%.
25% revenue growth · 20% lead conversion improvement

The work,
in detail

Client
U.S.-based motivational speaking & youth leadership brand
Industry
Speaking / Education / B2B services sold to U.S. universities
Engagement
Sales Lead · Appointment Setting System · Team Training · 3 years 8 months
The problem

A U.S. national speaker with a strong offer and zero pipeline structure. Outreach was inconsistent — whoever had time that day. Follow-up was informal. No CRM, no qualification system, no defined process between first contact and signed contract. Revenue was driven by relationships and word of mouth, not a repeatable system.

What I built
  • Designed the full B2B outreach system — cold email sequences, call scripts, and follow-up cadences targeting university procurement contacts and student affairs departments
  • Built and managed the CRM pipeline from scratch — lead stages, tracking spreadsheets, follow-up triggers, and activity logging
  • Developed all sales collateral — proposal templates generating $5K–$12K per client, email templates, and objection-handling scripts
  • Trained and supervised the full appointment setting team from 2022 to 2025 — live sessions, real-time call corrections, and performance benchmarking
  • Managed the full client journey from first outreach to event date — ensuring seamless handoff and repeat business
The results
$600K+
Closed B2B contracts
30%
Close rate on pipeline
25%
Client portfolio growth
30+
U.S. universities closed
Named clients
University of Texas at Austin University of Arizona
What made it work

Nothing depended on memory.

Outreach followed a defined sequence — not whoever felt like reaching out that day. Follow-up was triggered by the CRM — not by someone remembering. Training was ongoing with corrections based on actual calls — not a one-time onboarding session.

When the process is documented and repeatable, performance stops being a personality trait and starts being a system output.

Want results like this for your B2B agency or consulting firm?
Case Study 02
Client
Revolutionary Roots Consulting — Social media marketing & ads management agency
Industry
Marketing Services · Organic content, paid ads, DWY & DFY social media management
Engagement
Sole Appointment Setter · Conversion Diagnostics · Offer Transition Support · Feb 2025 – Present
The problem

Revolutionary Roots had processes. Brianna builds and iterates on her own systems — she didn't need a rebuild. What she needed was a setter who could run the full operation without supervision, manage all leads across multiple closers simultaneously, and identify conversion bottlenecks before being asked.

One constraint: she didn't want to hire outside the US. She hired Ale anyway — based entirely on how the discovery call went.

What I did
  • Managed the entire appointment setting operation as the sole setter from day one — handling all inbound and outbound leads and coordinating the calendars of three closers simultaneously for the first 8–9 months of the engagement
  • Executed the full process autonomously — no check-ins required, no ambiguity escalated upward, no hand-holding
  • Provided real-time conversion diagnostics each time a bottleneck appeared — for example, identifying that leads were not being qualified deeply enough on their actual goals during discovery, and adjusting the conversation approach accordingly
  • Adapted the full qualification approach when the business launched its DFY (Done For You) offer alongside the existing DWY (Done With You) model — DWY clients are professionals building or improving their marketing and move methodically; DFY clients are busy business owners and startup founders who need a clear, orderly, fast-paced process that gives them the information and confidence to make a decision on the call. Different energy, different qualification, different pace
  • Day one proactivity: built an outbound script the morning after being hired, before being asked. Brie already had a sequence running she hadn't had a chance to share yet — she loved the initiative regardless
The results
$259K
Yearly revenue generated
$66.2K
Revenue in April 2025 alone
35%
Lead conversion rate
20+
Weekly appointments managed
What made it work

One setter. The whole operation. No supervision required.

This wasn't a build from scratch. It was execution at a high standard inside an existing system — and real-time diagnosis when that system had gaps. When conversion dropped, I identified why. When the offer changed, I adapted how I qualified without being told to.

The best setter isn't the one who follows the playbook perfectly. It's the one who tells you what's missing from it — before it costs you calls.

"I've been blown away at how quickly and efficiently you jumped in. Having you on the team has let me breathe again." — Brianna Engelkes, Revolutionary Roots

What people say

"

I've been blown away at how quickly and efficiently you jumped in. Having you on the team has let me breathe again.

BE
Brianna Engelkes
Founder, Revolutionary Roots Consulting
→ Sole setter · 20+ weekly appointments · $259K yearly · 35% conversion · ongoing
"

Alejandra is a unicorn.

OV
Ovi Vazquez
CEO & Keynote Speaker, OVinspires
→ "The only LATAM professional I hired who operated at the level a U.S. national speaking business demands" · $600K+ closed · 30% close rate · 30+ U.S. universities · 3 yrs 8 mos
"

Alejandra is a bulldog — she does not let a lead go cold.

CS
Cindy Sasser
Director, Western Kentucky Regional Migrant Education Program
→ OVinspires client · cold outreach · 6 months of follow-up · contracted 3 years in a row
Real messages from clients & teammates
Brie Business Coaching praising Alejandra
Brianna — on jumping in quickly & efficiently
Katie — today's calls were amazing
Katie (closer, Revolutionary Roots) — "today's two calls WERE AMAZING"
Katie applauding Alejandra
Katie (closer, Revolutionary Roots) — "I applaud you for all that you do"

Is this the
right fit?

  • You run a B2B agency or consulting firm with 2–10 people and a working offer
  • Your team is putting in effort but the numbers aren't reflecting it
  • You've already tried to fix it — new scripts, a new hire, a coach — and it didn't hold
  • You want a clear diagnosis of what's broken, not another opinion about what might be wrong
Not the right fit if

You're pre-revenue, need someone to run your outreach long-term, or aren't ready to move within a week of seeing something that works.

Why most pipeline
fixes don't hold

Most agency founders have already tried to fix this. New scripts. A new hire. A sales coach. Things improved for a few weeks — then drifted back. Here's why.

01
Scripts without diagnosis
You rewrote the words but not the problem. A script doesn't fix a lead that was never properly qualified. The conversation breaks before the script even matters.
02
New hire, same broken system
A new setter inherits the same broken process and runs it faster. The problem was never the person — it was what they were walking into.
03
Coaching without structure
Good sessions don't replace a documented system. If there's no process holding the team to a standard between calls, the training doesn't stick.
04
Follow-up without commitment
If the call ends without a specific next step the prospect commits to, follow-up becomes chasing. Chasing signals desperation. Desperation kills deals.

Start with
the audit

Step 01 — Entry point
The Pipeline Audit
Starting at $750
One week. Identify exactly where your pipeline is leaking before spending more on fixes.
Step 02 — Implementation
The System Build
Starting at $4,500
For clients who need more than a diagnosis — I build the full system the audit mapped out.
Step 03 — Ongoing
Team Training
From $1,800/month
For teams that have a system in place and need consistent performance, not just a good week.
Starting at $750
The Pipeline Audit

One week. I go through your full outreach process end to end — ICP definition, messaging, CRM setup, follow-up cadence, and team execution. You walk away with a written report: what's broken, what's costing you calls, and a prioritized fix list.

Plus a 60-minute debrief call to walk through every finding together. Even if we don't work together after this, you'll know exactly where your pipeline is leaking and what to address first.

Best for: agencies that know something is off but can't pinpoint where.
Start With the Audit →
From $1,800/month
Team Training

Monthly coaching for your appointment setting team. Live sessions, real call reviews, script refinement, and performance tracking. Built around what's actually happening in your team's conversations — not a generic framework applied from the outside.

Best for: agencies with a setter team that needs consistent, measurable performance.
Train My Team →

The audit is the diagnostic. The system build is the fix. Training is how you keep it running.
Most clients start with the audit — it's credited in full toward the system build if you move forward within 30 days.

See how I think before
you decide to work with me

These aren't polished presentations. They're real working sessions — how I coach setter teams, how I diagnose pipeline problems, and how I think about conversations that convert.

Why missed calls are your most valuable pipeline asset
Watch on YouTube
Why missed calls are your most valuable pipeline asset
Most agencies treat a missed call as a lost lead. I treat it as the highest-priority follow-up in the pipeline. Here's the exact strategy behind that — and why it changes your show-up rate.
Real-time setter coaching
Watch on YouTube
Real-time setter coaching: what I actually correct and why
A live look at how I work with appointment setting teams — the specific language patterns I flag, how I rebuild a weak message in real time, and why most feedback sessions don't actually change behavior.

Work experience

Feb 2025 — Present · Remote (Chicago, IL)
Sales & Client Acquisition Specialist
Revolutionary Roots Consulting LLC · Contract
  • Sole appointment setter managing all leads and coordinating calls across three closers simultaneously — 20+ weekly appointments, $259,000 USD in yearly revenue, $66,200 in April 2025 alone.
  • Achieved a 35% conversion rate through disciplined qualification and real-time conversion diagnostics.
  • Adapted appointment setting approach when the business launched a new DFY offer alongside existing DWY model — different ICP, different qualification logic, same setter.
Appointment SettingConversion DiagnosticsAutonomous Execution
Sep 2021 — Apr 2025 · Remote (California) · 3 yrs 8 mos
Sales & Project Lead
OVinspires Consulting LLC · Full-time
  • Closed over $600,000 USD in high-ticket sales for a U.S. National Youth Speaker, selling to universities like UT Austin and University of Arizona.
  • Built the full sales pipeline from scratch — CRM, outreach sequences, call scripts, follow-up cadences, and proposal templates.
  • Optimized the pipeline end to end, boosting efficiency by 50% and achieving a 30% close rate.
  • Prepared proposals generating $5K–$12K per client; grew the client portfolio by 25%.
  • Trained and supervised all appointment setters from 2022–2025 with live sessions and real-time performance coaching.
Pipeline BuildTeam LeadershipNegotiationCRM
Sep 2021 — Apr 2022 · Remote (Argentina) · 8 mos
Chief Operating Officer — Sales Support
Memoria Studio LLC · Part-time
  • Supported the sale of dubbing, subtitling, and editing packages, closing key deals including a contract with one of the most prominent lawyer YouTubers in the U.S.
  • Negotiated and closed contracts increasing annual revenue by 25% through global market expansion.
  • Led internal negotiations that improved sales team operational efficiency by 50%, with a 20% lead conversion improvement.
Sales OperationsContract NegotiationGlobal Markets

Licenses & certifications

AI Fluency Framework & Foundations
Anthropic
Issued March 2026 · ID: kvm3vjrv2tj5
Google Project Management Certificate
Coursera / Google
Issued October 2022

Start with a
pipeline audit

Tell me what's going on in your pipeline. I'll respond within 48 hours with an honest read on whether the audit makes sense for your situation — and what it would cover specifically.

Currently accepting 2–3 new clients
or book directly —
Book the audit call directly — no prep needed →