Sales & Outreach Virtual Assistant

Sales & Outreach Virtual Assistant For A Marketing Company Based In Canada

Responsibilities include:
???? Lead Response & Communication
- Monitor incoming leads from email, website forms, and social media
- Respond to inquiries quickly and professionally to book discovery calls or gather more info
- Send follow-up messages to leads who haven’t responded yet
- Qualify leads using a checklist or script (e.g., budget, industry, service needs)

???? Client Outreach (Cold & Warm)
- Research and identify potential clients based on your target market (e.g. small businesses, nonprofits, local service providers, etc.)
- Reach out to prospects via cold email, phone calls, or social DMs using approved scripts
- Personalize outreach messages based on each lead’s business and pain points
- Track outreach activities and results in a spreadsheet or CRM

???? Appointment Booking & Calendar Management
- Schedule discovery calls or consultations for the agency owner or sales team
- Send reminders and follow-up confirmations to ensure meetings happen
- Keep calendar organized and updated with upcoming calls and tasks

????? CRM & Lead Tracking
- Maintain accurate records of all communication with leads and prospects
- Update CRM or spreadsheets with notes, statuses, and next steps for each lead
- Track follow-up dates and ensure no lead is left behind

????? Support with Sales Materials
- Help prepare pitch decks, proposals, or email templates using provided content
- Customize email or DM templates based on client industries or services
- Assist with sending onboarding documents once a deal is closed

???? Reporting & Improvement
- Provide weekly reports on outreach numbers, replies, follow-ups, and booked calls
- Suggest improvements based on what messaging or outreach methods are working best

Sales and VA experience is required