va4u - Outbound Appointment Setter / Marketing & Client Success VA (Remote)
Requirements
• Proven experience as a Virtual Assistant, Appointment Setter, Marketing Assistant, Client Success VA, or similar role. • Strong background in LinkedIn outreach and appointment setting. • Excellent written and verbal English skills. • Proficiency with Go High Level (GHL). • Skilled in Canva design. • Outstanding organizational and time management abilities. • Ability to work independently while handling multiple projects. • Confident in client communication and relationship-building. • Experience using social media scheduling tools. • Background in email marketing. • Digital marketing knowledge. • Google Ads familiarity. • Workflow automation expertise. • Proactive and self-motivated • Friendly, professional, and approachable • Creative with a strong eye for design • Detail-oriented and highly organized • Adaptable to working independently in a remote setup • Passionate about delivering outstanding client service • Reliable computer or laptop • Stable, high-speed internet connection • Backup internet connection • Quiet, professional home office environment
Responsibilities
• Business Development & Appointment Setting • Conduct outbound LinkedIn outreach to mortgage brokers and referral partners. • Build and nurture strong, long-term referral partnerships. • Schedule appointments and meetings for the business owner. • Proactively follow up with leads and maintain an active sales pipeline. • Plan, schedule, and publish content across multiple social media platforms. • Repurpose Canva templates for various content needs. • Write attention-grabbing captions and marketing copy. • Monitor comments, messages, and audience engagement. • Ensure brand consistency across all digital channels. • Content Creation • Write engaging: • Social media posts • Blog articles • Marketing emails • Contribute to content planning and ongoing marketing campaigns. • Client Onboarding & Customer Success • Send welcome emails and communications to new clients. • Collect client identification and required onboarding documentation. • Manage onboarding workflows and maintain ongoing client communications. • Coordinate follow-ups to deliver a seamless client experience. • Administrative Support • Oversee general business administration tasks. • Manage CRM and client databases. • Coordinate client gifts and execute online research. • Provide executive and administrative assistance as needed.
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