CPT-11649 Acquisition & Executive Operations Assistant Virtual Assistant

• →Contact business owners who have previously received company outreach using established scripts, procedures, and target lists.
• →Conduct professional follow-up calls using a mature, respectful, and relationship-oriented approach.
• →Determine whether business owners are open to a brief introductory conversation with the client, without directly asking whether they are interested in selling their business.
• →Schedule qualified introductory meetings with the client following established outreach procedures.
• →Maintain protected calling blocks from 8:00 AM–11:30 AM and 1:00 PM–3:00 PM CT.
• →Maintain a minimum of 30 outbound dials per day once fully ramped.
• →Document call outcomes, meaningful conversations, objections, follow-up requirements, and next steps.
• →Handle routine questions professionally while avoiding discussions or negotiations regarding transaction terms.
• →Escalate questions regarding valuation, financing, deal terms, or timing directly to the client rather than addressing them independently.
• →Maintain a calm, professional, and consultative communication style.
• →Prioritize acquisition outreach over administrative responsibilities when competing priorities arise.

• →GitHub Issues for daily call sheets, outreach tracking, and activity logging via comments. Training will be provided; no coding experience is required.
• →Google Workspace, including Gmail, Google Calendar, Google Sheets, and related productivity tools.
• →VoIP phone platform/number provided or designated by the client.
• →Microsoft Excel / Google Sheets.
• →Video conferencing tools.
• →LinkedIn for drafting outreach messages and tracking replies. Messages will be sent directly by the client through the client's own account.

• Follow up with business owners according to established outreach sequences.
• Maintain professional relationships with business owners through consistent and relationship-oriented communication.
• Confirm and maintain accurate owner names, direct contact information, and preferred communication methods.
• Record interest, timing, objections, communication history, and appropriate next steps.
• Schedule future follow-ups as appropriate.
• Coordinate meeting confirmations and reminder communications.
• Maintain accurate follow-up schedules and ensure outstanding communications are completed on time.

• Maintain accurate acquisition and outreach records, contact information, follow-up schedules, and appointment details.
• Update tracking systems with call outcomes, activity notes, dispositions, and next steps.
• Assist with broker correspondence and other acquisition-related communications.
• Organize acquisition and deal-related documents and maintain orderly records.
• Support research on companies, owners, business contacts, and other relevant information.
• Assist with post-meeting correspondence, record updates, and tracking of outstanding action items.

• Prepare a concise, standardized briefing before each acquisition-related meeting.
• Include relevant company background, owner information, previous correspondence, business details, and suggested discussion questions.
• Ensure relevant information is properly organized before scheduled acquisition conversations.
• Assist with follow-up correspondence after meetings.
• Update applicable records and track outstanding tasks, commitments, and next steps.

• Assist with inbox organization and routine email correspondence.
• Manage calendar coordination, scheduling, appointments, and meeting-related administrative tasks.
• Coordinate routine communications with vendors and other external contacts.
• Assist with invoicing follow-ups and related administrative tracking.
• Perform research and other general business support tasks as directed.
• Provide additional executive administrative support while ensuring acquisition outreach remains the priority.

• Draft professional LinkedIn outreach and follow-up messages for the client's review.
• Track LinkedIn replies, follow-ups, and next steps.
• Maintain organized records of LinkedIn activity.
• The client will send LinkedIn messages directly from their own account.
• Assist with relationship-building initiatives involving professional referral sources, including business brokers, CPAs, attorneys, and other relevant business professionals.

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 8:00 AM–5:00 PM CT (1-Hour Unpaid Lunch from 12:00 PM–1:00 PM CT)
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required)
• REGION PREFERENCES: Offshore or Nearshore

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 8:00 AM–5:00 PM CT (1-Hour Unpaid Lunch from 12:00 PM–1:00 PM CT)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement