CPT-11405 B2B Appointment Setter & Lead Generation Virtual Assistant

• Call warm leads generated through company email campaigns
• Briefly introduce the company and its manufacturing capabilities
• Engage B2B prospects across automotive, heavy equipment, and related industries
• Identify interest and basic fit
• Handle initial questions and objections professionally
• Schedule qualified meetings with interested prospects
• Maintain a confident, personable, and professional phone presence

• Maintain accurate prospect information and lead records
• Track call outcomes, responses, and required next steps
• Follow up consistently with interested and unresponsive prospects
• Maintain organized lead lists within Excel
• Ensure qualified opportunities are properly tracked and progressed

• Assist with lead nurturing and email campaign activities
• Work within Brevo and Instantly to support outbound campaigns
• Use Apollo.io for contact research and prospect information
• Assist with identifying and organizing relevant B2B contacts
• Coordinate phone follow-up with existing email outreach activities

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:

• Previous cold calling, warm calling, or appointment-setting experience required
• B2B sales or lead generation experience strongly preferred
• Experience converting prospect conversations into scheduled meetings preferred
• Experience with higher-volume outbound calling preferred
• Industrial, manufacturing, automotive, heavy equipment, construction, or similar B2B experience a plus
• Experience with email outreach and lead nurturing preferred
• Strong spoken and written English communication required
• CRM, lead-management, and contact research experience preferred
• Demonstrated reliability and interest in long-term employment required

• Excellent, easily understood spoken English
• Confident and personable B2B phone communicator
• Comfortable speaking with business owners and decision-makers
• Strong appointment-setting and objection-handling ability
• Reliable and genuinely interested in a long-term position
• Persistent without being overly aggressive
• Organized with strong lead-management habits
• Jovial, energetic, and professional on the phone
• Comfortable working independently and meeting activity expectations

• RingCentral
• Brevo
• Instantly
• Apollo.io
• Microsoft Excel
• Email Outreach / Lead Management Platforms

• Contracted Hours per Week: 12.5 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 12:30 PM – 3:00 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: Entry, Junior, Senior, and Advanced Level
• Contracted Hours per Week: 12.5 hours/week
• Daily Working Time: 12:30 PM – 3:00 PM EST
• 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: Any