Role: Lead Generation & LinkedIn Engagement VA
Business: Sales Consulting, Leadership Development & Keynote Speaking
Industry: Sales Consulting / Leadership Training / Keynote Speaking
Location: USA
Work Setup: Part-time (10 hours/week)
About the Client
an experienced sales consultant, leadership advisor, and keynote speaker who has been operating his business since 2002. He works with companies to improve sales strategy, provide sales training, coach leadership teams, and deliver keynote presentations.
His business has historically grown through long-term engagements and referrals, but he is now actively rebuilding his client pipeline after industry shifts during COVID and partner retirements.
He is also the author of the book “Leadership Selling,” which he uses as a key resource for marketing and credibility when generating new business opportunities.
Primary Objective of the Role
The Virtual Assistant will support Joe in generating new business opportunities by researching prospects, conducting outreach, nurturing relationships, and booking appointments.
This role will also support LinkedIn engagement activities and document review tasks to improve Joe’s visibility, professionalism, and consistency in his communications.
The primary focus is relationship-based lead generation, not aggressive sales or pitching.
Key Responsibilities
- Lead Generation & Prospect Research (Primary Responsibility)
The VA will help identify and build lists of potential clients within Joe’s target geographic region.
Responsibilities include:
- Researching companies within Joe’s local market (Vermont and nearby regions including Boston within ~500 km radius)
- Identifying businesses that may benefit from:
- Sales strategy consulting
- Sales training programs
- Leadership development
- Keynote speaking engagements
- Creating and maintaining organized prospect lists in spreadsheets
- Identifying relevant decision-makers within target organizations
- Collecting accurate contact information
- Preparing lead lists for outreach activities
The VA will collaborate closely with Joe to define ideal prospect profiles and target industries.
- Outreach & Appointment Setting
The VA will conduct relationship-based outreach to introduce Joe’s services and generate appointments.
Outreach activities may include:
- Cold calling local businesses
- Following up with prospects
- Introducing Joe’s consulting services
- Sharing information about Joe’s book and thought leadership
- Building initial relationships with prospects
- Nurturing potential clients through follow-ups
- Booking appointments or discovery calls for Joe
Important notes:
- The goal is not to close sales
- The objective is to secure meetings and build relationships
- Sales cycles may be long-term and consultative
- LinkedIn Engagement Support
The VA will help maintain Joe’s presence on LinkedIn by increasing visibility and engagement.
Responsibilities include:
- Engaging with posts on Joe’s LinkedIn account
- Writing and posting comments on relevant posts
- Sending connection requests to relevant professionals
- Inviting people to follow Joe’s LinkedIn newsletter
- Supporting LinkedIn prospect research
- Identifying relevant conversations or opportunities for engagement
Joe will continue to create his own posts and newsletter content, but the VA will support daily activity to maintain algorithm visibility.
Estimated time allocation:
- Approximately 30–60 minutes per day for LinkedIn engagement.
- Document Review & Professional Editing
The VA will support Joe by reviewing important documents before they are sent to clients.
Tasks include:
- Proofreading proposals
- Reviewing documents for grammar and clarity
- Reviewing and improving PowerPoint presentations
- Enhancing formatting and structure
- Suggesting minor visual improvements to presentations
- Ensuring documents maintain a professional tone
This task is particularly important since Joe frequently sends proposals and presentations to corporate clients.
Key Skills & Qualifications
Lead Generation & Sales Skills
- Experience in lead generation, prospect research, and appointment setting
- Strong understanding of consultative sales or relationship-based selling
- Ability to conduct professional outreach calls
- Comfortable with handling rejection and follow-ups
- Ability to build rapport with potential clients
Communication Skills
- Excellent written and spoken English
- Professional tone in calls and written communications
- Ability to represent Joe professionally when engaging prospects
Research & Organization
- Strong online research skills
- Ability to build and maintain organized prospect lists
- Strong attention to detail
- Ability to track outreach activities and follow-ups
LinkedIn Experience
- Familiarity with LinkedIn outreach and engagement strategies
- Experience using LinkedIn Sales Navigator
- Understanding of how engagement improves LinkedIn visibility
Administrative & Document Skills
- Strong proofreading and editing abilities
- Ability to review and improve business documents
- Experience formatting PowerPoint presentations
Tools & Systems
The VA should be comfortable using:
- LinkedIn Sales Navigator
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Email communication
Work Schedule
- Part-time: 10 hours per week
- Flexible schedule possible
- Preferred partial overlap with US working hours initially to build collaboration
- Potential to increase hours in the future if lead generation produces strong results.
Important Client Preferences
Selling Approach
The client strongly prefers a consultative, customer-centric approach.
The VA must NOT:
- Use aggressive sales tactics
- Push hard sales pitches
- Attempt to close deals
- Use scripted spam messaging
Instead, the VA should focus on:
- Relationship building
- Understanding potential client needs
- Professional communication
- Nurturing prospects over time
Sales Process
Typical sales process includes:
- Initial outreach
- Follow-up conversations
- Sharing resources (book, insights)
- Relationship building
- Appointment booking with Joe
Sales cycles may take multiple interactions before securing a meeting.