Virtual Assistant to Set Up Sales Infrastructure & Book Appointments
Budget: $30 – $250 USD
I’m looking for a resourceful virtual assistant who can help me quickly set up the backend and sales infrastructure for a small service-based business and ideally also book sales appointments for me.
I need someone who can:
• Set up branded email (e.g., Outlook or Zoho)
• Create basic client intake and service agreement forms (using free tools like Google Forms or Jotform)
• Create sample offer pages and landing page templates (from free templates or mockups, nothing custom-designed)
• Prepare a client onboarding process (step-by-step form flow, calendar link, etc.)
• Work with me (or directly with my rep if needed) to make sure everything is ready for taking meetings and collecting payments
• Bonus: help with finding leads via Google Maps and booking initial appointments
This is a setup-focused task — we’re not asking for ongoing management or custom design work. Just enough to get everything running and ready to launch sales calls.
We’ll use mostly free tools (Google Drive, Calendly, Notion, etc.) and public resources or templates — no need to build anything from scratch.
Please only apply if:
• You’re okay using free tools/templates
• You can communicate clearly and take initiative
• You can start immediately and work quickly
Looking to move fast — preference given to those who can help set things up and get appointments booked this week.
I need someone who can:
• Set up branded email (e.g., Outlook or Zoho)
• Create basic client intake and service agreement forms (using free tools like Google Forms or Jotform)
• Create sample offer pages and landing page templates (from free templates or mockups, nothing custom-designed)
• Prepare a client onboarding process (step-by-step form flow, calendar link, etc.)
• Work with me (or directly with my rep if needed) to make sure everything is ready for taking meetings and collecting payments
• Bonus: help with finding leads via Google Maps and booking initial appointments
This is a setup-focused task — we’re not asking for ongoing management or custom design work. Just enough to get everything running and ready to launch sales calls.
We’ll use mostly free tools (Google Drive, Calendly, Notion, etc.) and public resources or templates — no need to build anything from scratch.
Please only apply if:
• You’re okay using free tools/templates
• You can communicate clearly and take initiative
• You can start immediately and work quickly
Looking to move fast — preference given to those who can help set things up and get appointments booked this week.