Part-Time Appointment Setter & Outbound Sales Specialist for Marketing Agency - Virtual Latinos (2023)

Dear Virtual Latinos,

We’re looking to hire 1 VA through this job that the Virtual Latinos Agency is publishing on behalf of an existing client.

Client & Short Job Description:

The client is based in Akron, Ohio. He is the founder of a marketing agency. The client started marketing online back in college when he would skip class to sell stuff. He’s worked in many industries over the years in every aspect of marketing. When he’s not helping businesses sell more stuff, he’s making people laugh as a stand-up comic or hanging out with his wife and kids. They believe in the power of Facebook Advertising combined with retention strategies of email and SMS. Yes, text messages. They run paid social, email campaigns, and SMS campaigns for eCommerce brands. They have people around the world for their team as well as clients. Currently, they have a team of 10 people, half of them full-time and the other half part-time.

The client is currently seeking to add an experienced virtual assistant with expertise in lead generation to their team. They are specifically interested in candidates who possess skills in cold email outreach, and sales support, as these are key aspects of the position. The primary responsibility of the virtual assistant will be to generate sales opportunities for the client. This can be accomplished through various means, and the client is seeking an experienced VA with a proven track record in this area who brings a strategy on how they’ve worked before and how to adapt for his agency. Whatever sales strategy to do lead generation (either through cold calls, social media outreach, etc) worked for them before, the client is open to discussing and working on how to implement it in his agency. They will also be given lists and CRMs to work with and cold outbound work and also cold emails, however, the majority of the time the VA will do lead generation to get interested leads to book an appointment with the client.

The successful candidate will be responsible for generating sales-qualified leads and scheduling appointments on the client’s calendar as he will close the sales. It is important to note that the client is seeking an individual who already has experience in this area, so they can provide training on their company’s specific processes and procedures. By hiring an experienced virtual assistant, the client hopes to streamline their lead generation process and improve overall sales outcomes.

– Active Campaign
– G-Suite
– Asana
– Slack
– Zoom
No preference for Mac or Windows.

Job Highlights: Why should you apply?

– Great opportunity to work with the Founder who is an expert in Marketing Strategy and also with his clients from around the world.
– Ideal for VAs with Sales experience.
– Excellent opportunity for VAs that are not afraid to grab the phone and convert new leads into appointments.

DEADLINE TO APPLY: You must apply by Monday, Apr 3rd, 11:30 pm PT. Our team will set up interviews for the selected candidates on Wednesday, April 5th, 2023. If you are interviewed – we will send you updates via email so please check your SPAM folders.

Tasks required for the job

Primary Tasks

1. Calendar Management & Appointment Setting
-The most important task is for the VA to book appointments with interested leads with the client so he can close the sale
-Pre-screen new potential clients, and make sure they’re the right fit to be clients
-Set-up automatic bookings online, and share booking links with clients as needed
-Coordinate with multiple people by making calls and handling email
-Help the client/owner of the company to manage his/her email and calendar

2. Cold Calling
-Cold call contacts gathered by lead generation or research
-Call & qualify leads into interested or not interested, or cold, warm, hot, etc
-Add call notes to a CRM system (as needed), and/or assign hot/interested leads to another team member for additional sales follow-up

3. Lead Generation & List Building
-Research directories, websites, and Yellowpages online to gather new leads via social media and find new opportunities via research
-Build an Excel/Google sheets list with basic contact info
-Sort list that can be turned into a CSV file to upload on any CRM or email software

4. Follow-up with Leads & Potential Clients
-Create follow-up email templates
-Follow up with potential customers to answer questions and set up demos
-Follow up by email or text messages
-Follow up with leads/clients an infinite number of times until they reply
-Follow up with prospects/leads that did NOT show up to an appointment, so make sure they reschedule

5. Social Media Outreach
-If the VA has done this before and has proven to generate leads and appointments via social media outreach they can discuss with the client and make a strategy work
-Reach out to prospects (ideal clients) through social media and get them to book an appointment with a sales expert
-The VA will be reaching out and engaging with people within the same industry who can send referrals to the client
-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
-Find ideal contacts/leads/clients and reach out to them via DM (Direct Message)
-Follow the scripts provided, and have the right initiative to know how to answer
-Send and receive DM messages from/to leads through the client’s social media accounts (Facebook, Instagram, etc.)


All of our Virtual Latinos VAs must first have these 10 basic qualifications (click to read). Please review this first.

This client is also looking for these requirements:
1. Experience in lead generation and booking appointments with interested leads.
2. Strong sales background.
3. Whatever sales strategy to do lead generation (either through cold calls, social media outreach etc) worked for them before, the client is open to discussing and working on how to implement it in his agency.

Ideal qualifications:

Ideal Requirements

A) Communication & Language
Excellent written English skills. Must be able to draft and send emails and messages to clients.; Excellent verbal English and Spanish skills. Must be able to communicate clearly and effectively.The VA should have total fluency and not have to think of what to say, words should come out very naturally but no need to have a native accent in addition to advanced writing skills and vocabulary.; Great customer service skills. Must be super friendly and personable on the phone.; Super empathetic, energetic, and understand the client’s need.; Ideally looking for someone super friendly, cool, and interesting.

B) Creativity & Proactiveness
Self-starter, proactive and innovative.; Go-getter and/or entrepreneurial attitude.; Should be “coachable”, willing to learn new skills, and can follow directions.; Someone who can work independently, resourceful to find things on their own.; Quick learner, willing to learn new things and able to pick up issues/problems fast.

C) People & Relationship
Supportive, and always be willing to help.; Great customer skills. Really good with people and friendly.; High Interpersonal skills positive and with a good sense of humor.

D) Work Load & Stress Management
Able to get things done, and have a positive attitude to do things.; Comfortable with a fast-paced and changing environment.; Great note-taking and notation skills (in writing by hand and/or on the computer).; Should be smart and a great problem-solver.; Should be very hard-working, comfortable with having a lot to do all the time.

E) Technology & Software
Must have experience with documents management on Google Drive/ Dropbox.; Should have experience using a CRM like Salesforce or other.; Google Sheets’s experience and understanding.

Work Details:
– Schedule: Monday – Friday Flexible 8:00 am – 5:00 pm EST.
– Hours: 20hrs/week
Pay: $11.50-14.50/hr Part-Time. Rates are depending on your experience, determined by Virtual Latinos.



*Communication Info:
Make sure you are active on Telegram. It is your main means of communicating with the VL Recruitment team and finding out if you have been selected for an interview. If you haven’t already, fill out this form to make sure we have a record of your Telegram username. If you are not active on Telegram, your proposal will be dismissed.


Please apply through this Virtual Latinos platform and make sure you include all FOUR parts of the proposal in your submission (Introduction, Task Experience, Audio Clip, and Availability). Your answers can all be in the first person. Any and all parts of your proposal may be shared with the partner company whose job you applied to, at the discretion of the Virtual Latinos team.

Important Note: 40-50% of applicants do NOT read the instructions and send very poor proposals. You can automatically be part of the top 50% just by reading and following these instructions!


Write 4-5 sentences introducing yourself, how your career has progressed so far, what your career aspirations are and why you would be a good fit for this role. An example format of this section is below:


Hello – my name is Alana and I am currently based in Los Angeles. Over the past 14 years, I have worked in non-profit management at two major universities in the US, building new and restructuring existing departments to streamline their policies and procedures, talent retention, and management structures. I’m excited to take on a new challenge in my career and make the shift from management administration to social media marketing, which is my true passion. I believe I am a good fit for your position because I am quick on my feet and able to adapt to any situation I encounter. Social media is a fast-growing, ever-changing business and I look forward to taking new steps in my career by putting these new skills to use by uplifting your company’s online profile.

Note: Note that you will be asked to write a different introduction for every job you apply to moving forward. Don’t use the same one for every position as you may want to highlight different parts of your career depending on the job you are applying to.


Write 2-3 sentences (please try to write complete sentences, which should end up being more than 2-3 lines) per task category mentioned in the job post. You should use these sections to highlight the relevant experience you have and tell us why that experience makes you the best person for the specific job you are applying for. The format of this section should look like this:


First task category name from the job post goes here – example:


Over the last two years in my role as a fundraising marketer, I have created and managed marketing calendars, including building out entire campaign timelines. In addition, I oversaw the creation and implementation of specific social media posts related to those fundraising campaigns. Those campaigns had a 10% engagement rate on them and brought in 20% of our overall fundraising total dollars.

Second task category name from the job post goes here



What NOT to write: Avoid using short sentences that don’t expand upon your experience and skills. Below is an example of a BAD proposal:



I have experience in content management. I can create designs on different tools. I will oversee social media campaigns.

Pro tip: Choose the most important parts of your experience for these sections and don’t list everything you have worked on. Less can be more if you pick the right kind of highlights from your career!


Please record a 45-60-second mp3 format audio clip (convert your audio files to mp3 using and share a public Google Drive link (make sure the link is public, learn how to share your link correctly here) introducing yourself and speaking about why you are interested in this job. This SHOULD NOT be you reading what you wrote in section #1. The content of the voice note must be you talking about yourself naturally, your experience, education, and anything else you would like us to know about you. Please avoid recording it in parts and then clipping them together and make sure it does not have background noise. Audio file example below – click the link to hear what a great audio clip sounds like:


You should name the audio file in the following format: FIRSTNAME_LASTINITIAL_JOBID#.mp3You can find the JOB ID number on the job posting. See the example below:

Part-Time Appointment Setter & Outbound Sales Specialist for Marketing Agency - Virtual Latinos (1)

Note: Note that you will be asked to create a different audio clip for every job you apply to moving forward. Don’t use the same one for every position as you may want to highlight different parts of your career or interests depending on the job you are applying to. Proposals without an audio link or with audio links that are incorrectly named or unable to open will not be considered.

Pro tip: Be as natural as possible in your speaking tone and make it clear you are speaking freely and not reading text. Please upload this audio clip to your own personal google drive and share the link with us in your proposals.


Confirm your current availability and schedule that you would be able to maintain for this job. Please describe when you would be available to start and what hours you are available to work each day. See the examples below:

Example 1

AVAILABILITY: I am currently working full-time in a call center, however, I am very interested in this position and would only need to provide my employer with a 14-day notice. After that, I would have full-time availability.

Example 2

AVAILABILITY: I recently submitted a resignation letter to my employee and my last day of work will be on July 22nd. I will be available to work on a full-time basis starting on July 25th.


Do write about tasks, not requirements: Keep in mind that the best proposals are based on the tasks, instead of the requirements. You may cover any requirements as part of your introduction.

Do not merge task paragraphs: Writing about two or more tasks together in the same paragraph or section makes it hard for recruiters and companies to evaluate your experience. Instead – provide details of each task independently even when you think they are related somehow. If you don’t have specific experience in one or more of the task categories, please talk about any related or similar experience. You may also add that you are eager and willing to learn certain tasks.

Do follow the correct proposal formatting and content requirements: make sure you don’t miss any information detailed above. Our VL team members will send you feedback if they feel your formatting/content needs improvement. Some vacancies require additional information such as work samples, tests, etc. so please read the job posts thoroughly so you don’t miss anything. HOWEVER – if you continue to send incorrect/incomplete proposals after being given feedback from any of the VL team members, we will be forced to SUSPEND your account and terminate your ability to apply to jobs.

Want more information? Watch this video to learn more about the new proposal process.


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