Outbound Investor Appointment Setter

Employer based in · Remote

Hiring talent from: all countries

Outbound Investor Appointment Setter • Research relevant prospects and target accounts. • Personalize LinkedIn outreach messages. • Engage in approved Facebook groups. • Handle warm-lead calls and complete required follow-ups. • Qualify prospects using approved questions. • Book and confirm appointments with the founders. • Follow up with no-shows and attempt to recover missed appointments. • Maintain accurate GoHighLevel (GHL) CRM records, including:• Lead source • Assigned founder • Current stage • Actual interaction • Next action • Prepare concise founder briefs before appointments. • Submit daily activity reports and weekly results. • Adapt approved outreach assets using Canva under Azad's content direction. Required Qualifications • Demonstrated outreach or appointment-setting experience. • Professional written and spoken English. • Hands-on experience with both ChatGPT and Claude. • Canva experience. • Accurate CRM management and documentation. • Strong follow-through, organization, and sound judgment. Preferred Skills and Tools • GoHighLevel (GHL) • LinkedIn Sales Navigator • Calendar-booking tools • Google Workspace • CapCut experience is a bonus but not required. Activity Standards and Performance Expectations Per founder, each full workweek: • Send 80 relevant LinkedIn connection requests. • Leave 50 relevant comments on target accounts. • Follow verified platform limits and approved targeting guidelines. • Maintain timely follow-ups and same-day CRM updates. • Complete appointment handoffs. • Submit five workday reports and one reconciled weekly report. • Booking targets will be calibrated based on approved lead availability and the ramp-up period. Communication and Compliance Guidelines • Founders are responsible for substantive investor conversations. • The VA must not pitch investment deals, promise returns, or make unapproved investment claims. • Azad approves outreach content. • Corey approves campaign spending. Required Tools • ChatGPT • Claude • Canva Preferred Tools • CapCut • GoHighLevel • LinkedIn Sales Navigator • Google Workspace • Calendar-booking tools Compensation and Working Schedule • Hourly Rate: USD $5.00–$6.00 • Maximum Hourly Rate: USD $6.00 • Working Days: Monday–Friday • Working Hours: 8:30 AM–5:30 PM U.S. Central Time (America/Chicago) • Weekly Hours: 40 hours • Follow Central Time daylight-saving changes. Additional Hiring Information • Open to all types of candidates. • This is a separate Additional VA hiring request and is not a modification of the October 7 Junior Marketing Coordinator request. Candidate Screening Requirements Candidates must submit or complete: • A short voice introduction. • De-identified outreach results. • A Canva sample. • A practical demonstration using both ChatGPT and Claude. • A warm-call roleplay. • An accurate CRM handoff exercise. • A CapCut sample, if available; optional. Note: Any paid exercise, including its fee and duration, requires a separate agreement.