This role focuses on organizing, vetting, and managing existing leads—not outreach or
sales execution. The VA will play a critical role in helping streamline Cindy’s workflow by
ensuring all leads are properly qualified and structured for follow-up.
Key Responsibilities
Lead Management & Qualification (Primary Focus)
- Review and vet existing lead lists based on client-provided criteria
- Identify and filter high-quality speaking and business opportunities
- Organize and prepare leads for client follow-up (no outreach required at this stage)
CRM & Data Management
- Import and organize leads into monday.com | Outpace everyone with the best AI work platform (CRM system)
- Create and assign structured tasks within monday.com | Outpace everyone with the best AI work platform for client follow-up
- Upload and manage lead data from spreadsheets (e.g., Tokadat exports)
- Maintain accurate and clean records of all leads
Email Platform Management
- Import and organize contacts into Kit (email platform)
- Segment and prepare contact lists for future email campaigns
Research & Opportunity Sourcing
- Researching events and decision makers
- Review Google Alerts and identify:
o Potential speaking opportunities
o Relevant industry trends, research, and insights
- Compile findings into organized spreadsheets for:
o Lead opportunities
o Content ideas (social media, keynote material)
Scope Clarification (Not Required for Now)
- No cold outreach (email, LinkedIn, calls)
- No appointment setting
- No sales or closing responsibilities
Future Scope (Optional / Phase 2)
- Follow-Ups and pipeline tracking
- Proposal formatting and submission
- Post-event follow-up
- Organizing testimonials and social proof
- email marketing
- Light in box management
Phase 3:
May evolve depending on performance and business needs:
Podcast assistance (scheduling, promotion, guest appearances)
Content repurposing
Basic social media support across:
o YouTube, LinkedIn, Facebook, Instagram
- Light content creation:
o Simple video clips
o Graphics
o Content scheduling
- Community engagement (comments, messages)
Required Skills & Qualifications
- Strong attention to detail and organizational skills
- Ability to analyze and qualify leads based on criteria
- Experience with:
o CRM systems (preferably monday.com | Outpace everyone with the best AI work platform )
o Google Sheets / Excel
- Comfortable handling and organizing large datasets
- Strong research skills (identifying relevant opportunities and insights)
- Ability to follow instructions and adapt to evolving processes
Preferred (Nice-to-Have) Skills
- Familiarity with Kit
- Experience supporting:
o Coaches, speakers, or personal brands
- Basic understanding of content and social media workflows
Work Setup
- Hours: 10 hours/week (starting)
o Potential to increase up to 15 hours/week
- Schedule: Flexible (no time zone requirement)
- Communication: Minimal real-time interaction required; task-based workflow
Key Success Indicators
- Leads are accurately vetted and aligned with client criteria
- CRM (monday.com | Outpace everyone with the best AI work platform ) is consistently updated and organized
- Client has a clear, actionable pipeline of leads ready for outreach
- Research insights are relevant and useful for business growth and content
Client Preferences & Notes (Important)
- Prefers a proactive but structured VA
- Open to long-term collaboration and role expansion
- Will provide training on:
o Ideal lead criteria
o Business-specific qualification process
- Values efficiency, organization, and clarity of data