CPT-11286 Lead Nurturing & Appointment Setting Virtual Assistant

• Contact new inbound leads as quickly as possible during assigned shift hours
• Prioritize prospects who have recently responded to text or email campaigns
• Build rapport with prospective members and answer general questions about the introductory class experience
• Book qualified prospects into their first Burn Boot Camp session
• Maintain consistent communication throughout the lead nurturing process

• Conduct high-volume outbound calls to prospective members
• Re-engage cold and previously inactive leads
• Follow established call cadences and outreach workflows
• Handle common objections professionally and confidently
• Encourage prospects to schedule an introductory class

• Schedule appointments directly within MindBody
• Confirm upcoming appointments
• Follow up with no-shows to reschedule
• Conduct win-back outreach to prospects who attended a trial but did not become members

• Record call outcomes and follow-up activities
• Maintain organized lead tracking spreadsheets
• Document objections, appointment status, and next steps
• Provide accurate daily activity summaries as required

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Appointment setting, outbound sales, lead nurturing, or customer service experience required
• High-volume outbound calling experience preferred
• Strong verbal English communication skills required
• CRM experience preferred
• Ability to handle objections professionally
• Comfortable working in a phone-intensive role
• Strong organizational and documentation skills

• Confident and personable on outbound phone calls
• Previous appointment setting, inside sales, or customer support experience
• Strong customer service mindset
• Excellent verbal English communication skills
• Comfortable working toward measurable performance goals
• Organized with strong follow-through
• Able to maintain energy during high-volume calling sessions
• Dependable and responsive during scheduled shifts

• MindBody (training will be provided)
• LoopSpark
• Google Sheets
• Microsoft Outlook
• Microsoft 365
• Google Voice or VOIP Platform

• Contracted Hours per Week: 30 Hours
• Scheduled Working Days: Monday-Thursday and Saturday
• Daily Working Time: Monday - Thursday: 2:00 PM - 8:00 PM EST; Saturday: 8:00 AM - 2:00 PM EST

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

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior, and Advanced Level
• Contracted Hours per Week: 30 hours/week (Hours may increase based on performance)
• Daily Working Time: Monday - Thursday: 2:00 PM - 8:00 PM EST; Saturday: 8:00 AM - 2:00 PM EST
• Scheduled Working Days: Monday-Thursday and Saturday
• 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: Any