LinkedIn Outreach & CRM Setter / Lead Generation Virtual Assistant

Position Summary

We are looking for a proactive, detail-oriented, and relationship-driven LinkedIn Outreach & CRM Setter who will manage LinkedIn conversations, nurture leads, maintain CRM records, and schedule sales calls.

This is not a sales-closing role. The VA's primary responsibility is to initiate conversations, build rapport, nurture prospects, and book qualified discovery calls for Felisa.

Initially, the role will focus on LinkedIn outreach for approximately 10 hours per week, with opportunities to expand into Executive Assistant and administrative responsibilities as the business grows.

Key Responsibilities

LinkedIn Outreach

• Send daily LinkedIn connection requests
  
• Send first-touch outreach messages using Felisa's messaging framework
  
• Personalize messages where appropriate to sound natural and human
  
• Review previous conversations before responding
  
• Continue conversations naturally while maintaining Felisa's tone of voice
  
• Build genuine relationships instead of sending robotic messages
  

Lead Nurturing

• Follow up with prospects based on Felisa's nurturing sequence
  
• Keep conversations active without appearing overly sales-focused
  
• Send newsletters or lead magnets when appropriate
  
• Identify warm leads and continue nurturing them
  
• Know when to pause conversations and re-engage after weeks or months
  

Typical nurturing flow:

• Initial message
  
• Follow-up after approximately one day if no reply
  
• Additional follow-up after several weeks
  
• Send newsletter or lead magnet
  
• Re-engage after several months if appropriate
  

CRM Management

Maintain Felisa's CRM by:

• Updating lead stages
  
• Categorizing contacts
  
• Moving prospects into appropriate pipelines
  

Current categories include:

• New Connections
  
• Nurturing
  
• Warm Leads
  
• Newsletter Subscribers
  
• Not Interested
  
• Inactive Leads
  

Maintain accurate records after every conversation.

Appointment Setting

• Qualify interested prospects
  
• Invite qualified leads to book a consultation
  
• Schedule discovery/sales calls on Felisa's calendar
  
• Confirm appointments
  

CRM Maintenance

• Keep the CRM updated daily
  
• Record notes from conversations
  
• Track follow-ups
  
• Monitor prospect status
  

Future Growth

As the business scales, responsibilities may expand to include:

• Executive Assistant support
  
• General administrative tasks
  
• Calendar management
  
• Email management
  
• Scheduling LinkedIn posts
  
• Additional operational support
  

Required Skills

Must Have

• LinkedIn outreach experience
  
• Lead generation experience
  
• Appointment setting experience
  
• CRM management experience
  
• Strong written English
  
• Excellent interpersonal communication
  
• Highly organized
  
• Strong attention to detail
  

Preferred Experience

Experience working with:

• Coaches
  
• Consultants
  
• Health & Wellness businesses
  
• High-ticket service providers
  
• Executive audiences
  
• CEOs
  
• Corporate leaders
  

Understanding how to communicate professionally with senior executives is highly preferred.

Software & Tools

Current Tools:

• LinkedIn
  
• Fork CRM
  
• Slack
  
• ChatGPT (basic familiarity is a plus)
  

Ideal Personality

The ideal VA should be:

• Professional
  
• Friendly
  
• Personable
  
• Coachable
  
• Easy to work with
  
• Reliable
  
• Organized
  
• Proactive
  
• Confident communicator
  
• Able to think independently while respecting instructions
  
• Comfortable suggesting ideas before implementing them
  
• Able to represent the client professionally
  

Communication Style

The VA will communicate as Felisa.

The goal is to sound authentic—not like a virtual assistant.

Messages should:

• Feel conversational
  
• Be warm
  
• Build trust
  
• Avoid sounding automated
  
• Respect busy executive schedules
  

The VA should gradually learn Felisa's tone, writing style, and coaching philosophy.

Working Hours

• Minimum: 10 hours per week
  
• Approximately 2 hours per weekday
  
• Ongoing engagement
  
• Preferably available during UK morning hours
  
• Some overlap with the client's schedule is preferred for communication
  

Success Metrics

The VA will be successful if they can:

• Maintain consistent LinkedIn outreach
  
• Keep CRM records updated
  
• Build genuine conversations
  
• Increase response rates
  
• Nurture prospects effectively
  
• Book approximately 3 qualified discovery calls per week
  
• Represent Felisa professionally and authentically
  

Important Client Preferences

• The VA will log into Felisa's LinkedIn account and communicate as if they are Felisa.
  
• The VA should not identify themselves as an assistant during conversations.
  
• Messages should feel human and personalized, not copied and pasted.
  
• The client welcomes suggestions and ideas but expects the VA to discuss them before implementing changes.
  
• Long-term potential is very important—the client hopes to grow this role into a broader Executive Assistant position.
  
• The client prefers authenticity over aggressive sales tactics.
  
• Experience communicating with CEOs, senior leaders, and corporate professionals is a strong advantage.
  
• The client is not looking for content creation support. She wants to remain the voice behind her content, though future assistance with scheduling posts may be helpful.