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Published 9 months ago
Responsibilities & more
ProtopVA Community is excited to present this new job opportunity for a Full-time Lead Generation and Appointment Setter.
OPPORTUNITIES OFFERED WITH THIS JOB:
• Opportunity to work alongside a detail-oriented team.
• Opportunity to be part of a US company.
• Opportunity to work with a great team.
SCHEDULE AND PAY RATE:
• Schedule: Monday to Friday, 9:00 AM to 5:00 PM MST.
• Time Zone: Mountain Standard Time.
• Hours: 40 hours.
• Languages Required: English/Spanish.
• Open to: Latam.
• Pay Rate: $6-$8/hr.
RESPONSIBILITIES:
1. Lead Generation & List Building:
• Research directories and websites like Facebook, LinkedIn, Instagram, and Yellow Pages online to gather and identify potential leads.
• Find potential leads within the list obtained by research or that the company will provide.
• Build an Excel/Google Sheets list with basic contact information.
• Sort list that can be turned into a CSV file to upload to any CRM or email software. Upload the CSV file to your CRM or email software for efficient management and outreach.
2. LinkedIn Lead Generation:
• Create a “Saved Search” on Sales Navigator on LinkedIn, including specific titles, industries, etc.
• Download and sort a list that can be turned into a CSV file.
• Import contacts to a specific sales software to send cold-email campaigns.
• This usually requires a specialty VA, client training or watching tutorials.
3. Call & Qualify Leads:
• Use VoIP phone (Dialpad, Google Voice, Nextiva, etc.) to make calls and qualify leads.
• Learn English and/or Spanish scripts to know what to say to qualify leads.
• Call and tag leads as “cold”, “warm” or “hot” based on their interest level.
• Call or text potential leads over the phone and offer information about the services or products that the company offers to find out who would be interested in working with the company.
• Perform warm calls to verify information when the company receives an inquiry.
4. Cold Calling:
• Cold call contacts gathered by lead generation or research to offer the company services or products and specify how the company can provide what they need.
• Cold call leads already provided by the company and ask questions about their needs and interests to qualify and convert them to future clients and customers by setting up an appointment with the lead managers or closers.
• SMS contacts gathered by the lead generation program or system they own.
• Add call notes to a CRM system (as needed), and/or assign hot/interested leads as indicated for additional sales follow-up.
• Transfer the lead to the sales department or responsible personnel when a client is ready to move forward and qualified.
5. Calendar Management & Appointment Setting:
• Divert the interested clients to an agent to coordinate the booking.
• Help leads book calls with agents manually or using booking systems like Calendly.
• Send a calendar invite to both leads and clients.
6. Add Clients to Sales Pipeline:
• Receive an email for a new prospect/deal in the company’s pipeline.
• Add deals to a system or spreadsheet after receiving an email for a new prospect/deal in the company’s pipeline (buyers or sellers pipeline).
7. Warm Calling Existing Leads:
• Perform outbound calls to past clients or existing leads the company already has and offer information about the services the company offers.
• Speak with each lead, take notes, and then add them to the CRM.
• Call leads and prospects to book demos and/or introductory calls manually or through online booking systems like Acuity.
• Invite clients to events and ask for referrals.
8. Social Media Outreach:
• Find ideal contacts/leads/clients and reach out to them via DM (Direct Message).
• Follow the scripts provided but must also take the initiative to know how to answer.
• Have written conversations as naturally as possible, and focus on trying to help keep track of who they’re in touch with and qualify leads into the client’s CRM system.
• Focus the research of leads on the client’s buyer persona (ideal client, lead or prospect for the company) through hashtags or other accounts.
• Send and receive DM messages from/to leads through the client’s social media accounts (TikTok, Instagram, etc.).
• Reach out privately pretending to be the client, and then connect with them, and find out if they need help with anything.
• Open up the conversation in an excellent, low-key way (not hard sales at all).
• Pre-qualify the person to see if they’re a good fit to work with the client.
• Assist in email outreach campaigns using Instantly or similar platforms — track replies, set appointments, scrape data, and manage follow-ups.
REQUIREMENTS:
1. Experience in lead generation, cold calling, or appointment setting.
2. Strong spoken and written English (Spanish a plus).
3. Familiarity with VoIP tools (Dialpad, Google Voice, etc.).
4. Comfortable making outbound calls and qualifying leads.
5. Basic CRM and spreadsheet management skills.
6. Organized, detail-oriented, and proactive.
7. Experience with LinkedIn and social media outreach.
8. Ability to manage calendars and scheduling tools (e.g., Calendly).
9. Strong communication and follow-up skills.
10. Able to follow scripts, SOPs, and outreach processes.
11. Proficient or open to learn basic email marketing tools like Instantly — including scraping data, tracking replies, setting appointments, and assisting in follow-ups.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)