Sales Appointment Scheduler
Budget: $8 – $15 USD
I need a sharp virtual assistant to jump on the phones each day, calling finance-sector offices and securing one-on-one consultation slots for me. You’ll handle the full scheduling cycle: source or receive the lead list, place the initial cold call, log responses, then confirm the time directly in my online calendar.
Once a meeting is set, you’ll keep the momentum going. Quick, value-driven follow-ups by phone or email are essential so every prospect receives the additional information they requested and arrives fully prepared. When we host in-person or virtual events you’ll help boost attendance by reminding registrants, answering last-minute questions, and flagging any reschedules.
Deliverables I expect each week
• A clean, timestamped call log with outcomes for every number dialed
• Calendar appointments created or updated in real time
• Follow-up message copies and any prospect notes stored in our CRM
Success for this role means a steady stream of confirmed consultations, high show-up rates, and clear, organised reporting that lets me focus on closing deals rather than chasing calendars. If you’re confident speaking with finance professionals, comfortable using a CRM and online scheduling tools, and you thrive on measurable results, I’m ready to start right away.
Once a meeting is set, you’ll keep the momentum going. Quick, value-driven follow-ups by phone or email are essential so every prospect receives the additional information they requested and arrives fully prepared. When we host in-person or virtual events you’ll help boost attendance by reminding registrants, answering last-minute questions, and flagging any reschedules.
Deliverables I expect each week
• A clean, timestamped call log with outcomes for every number dialed
• Calendar appointments created or updated in real time
• Follow-up message copies and any prospect notes stored in our CRM
Success for this role means a steady stream of confirmed consultations, high show-up rates, and clear, organised reporting that lets me focus on closing deals rather than chasing calendars. If you’re confident speaking with finance professionals, comfortable using a CRM and online scheduling tools, and you thrive on measurable results, I’m ready to start right away.