Carl Jordan V.
Retention & Sales Specialist | Lead Generation & Appointment Setting
Every customer who doesn't come back is revenue you already paid to acquire—lost. I specialize in stopping that leak: reactivating accounts, turning support conversations into upsells, and keeping your sales pipeline moving through outbound calling and appointment setting. Here's what that's looked like in practice: I've run outbound retention campaigns that recovered refill and reactivation conversions on accounts written off as lost. I've turned routine customer interactions into upsell revenue by listening for the right moment instead of following a script. I've cold-called and qualified leads for a fitness brand, booking consultations that filled a sales director's calendar. And right now, I support B2B order processing and invoicing for a distributor—catching upsell opportunities inside everyday transactions and keeping billing airtight. What ties it together: I don't treat retention, sales, and support as separate skills. A refund request is a chance to save the relationship. A support ticket is a chance to upsell. A cold call is a chance to build trust before you've even made a sale. That mindset is what turns a support rep into a revenue driver. If you're losing customers to churn, missing follow-ups, or leaving upsell opportunities on the table because your team is too busy putting out fires—that's exactly the gap I close. ✔ Customer Retention & Reactivation Campaigns ✔ Cold Calling, Lead Generation & Appointment Setting ✔ Upselling & Cross-Selling During Support Interactions ✔ Order Processing, Invoicing & Account Management ✔ Refund, Return & Order Resolution ✔ CRM Management & Accurate Documentation ✔ Complaint Resolution & De-escalation ✔ Tools: HubSpot, Shopify, Freshcaller, Calendly & QuickBooks Tell me what's costing you customers or sales—let's fix it.
Earnings and projects
Last 6 months ÷ 4.3 months active (since Jun 2026)
Last 6 months: $2k
Billed in all: $2,171$2.2k
$1k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 23% in Lead Generation
Ranked by MRR among everyone on Upwork with the skill.
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