Appointment Setter and Virtual Assistant

Appointment Setter & Virtual Assistant to identify and engage decision-makers who book speakers for conferences, corporate events, universities, and nonprofit summits.

🎯 Role Purpose

Your mission: generate qualified leads and initiate outreach that converts into booked speaking engagements. You’ll use the SPEAK framework to craft compelling messages that resonate with event organizers, program directors, and executive teams.

🔑 Responsibilities

Research and identify 100+ qualified leads weekly across sectors including education, corporate innovation, nonprofit leadership, and government

Build and maintain lead lists using platforms like Apollo.io, LinkedIn Sales Navigator, and CRM tools (HubSpot, PipeDrive)

Craft and send personalized cold emails using the SPEAK framework:

Structure: Clear subject lines and logical flow

Purpose: Align outreach with the speaker’s mission and audience impact

Empathy: Tailor tone to the organizer’s goals and challenges

Authority: Highlight credentials, past engagements, and audience transformation

Keep it concise: Drive action with clarity and urgency

Manage follow-up sequences (4–5 emails per lead over 4–5 weeks)

Schedule phone screenings and calendar appointments for the speaker

Track outreach metrics: open rates, response rates, booking rates

Maintain CRM records and update lead status regularly

Collaborate on messaging strategy and refine outreach templates

💼 Qualifications

Experience in appointment setting, lead generation, or virtual assistance for speakers, consultants, or service providers

Strong written communication skills with a persuasive, professional tone

Familiarity with CRM platforms and email automation tools

Self-starter with excellent time management and goal orientation

Passion for education, innovation, and audience transformation is a plus

🚀 Why This Role Matters

Every booked engagement is an opportunity to inspire change. You’ll help expand the reach of a speaker whose message empowers communities, drives innovation, and sparks action. · Find 100 qualified leads at targeted companies in targeted positions each day to be verified

• Full Automation using Hubspot/PipeDrive/Apollo.oi

• Cold Emails Sent Per Day: 100
• Goal: 15% open rate
• Goal: 5% response rate
• Total Cold Emails Sent Over 4-5 Months (120-150 Days): 12,000-15,000
• Follow-up Emails Per Prospect Over 4-5 Weeks: ~4-5 additional emails if no response
• Total Emails Sent Including Follow-ups: ~48,000-75,000
• Phone call follow up: 5-20 per week with prospective leads to vet, verify and set up for closer

Now, let’s estimate appointment bookings:

• Initial Phone Screening by Setter: 5 per day
• Target: 1-2 Appointment per Day for closer (5 days a week)
• Total Appointments for closer Over 4-5 Months: 120-150

To achieve this, you’ll need approximately a 1-2% booking rate from your initial outreach (assuming 100 emails per day).