Outbound Investor Appointment Setter

Sphere Rocket VA US; Metro Manila; Remote; PHP 279,000 - 469,000; Full time

Job summary

Sphere Rocket VA US is seeking a proactive outbound appointment setter for a fully remote role. You will research prospects, tailor LinkedIn outreach messages, and manage warm leads to schedule founder meetings.

The ideal candidate has outbound experience, strong English communication, and hands-on CRM and Canva skills to create concise prospect briefs and maintain accurate records in GHL.

Qualifications

• Demonstrated experience in outbound outreach, lead generation, or appointment setting.
• Strong written and spoken English communication skills.
• Hands-on experience using both ChatGPT and Claude for research, outreach, or related tasks.
• Proficiency in Canva for creating and adapting marketing materials.
• Experience managing CRM records, tracking leads, and documenting interactions accurately.
• Strong organizational skills, attention to detail, and consistent follow-through.
• Good judgment when engaging prospects and handling follow-up activities.

Responsibilities

• Research and identify relevant prospects, investors, and target accounts.
• Personalize LinkedIn outreach messages to engage potential leads.
• Participate in approved Facebook groups to connect with relevant prospects.
• Handle calls with warm leads and complete timely follow-ups.
• Qualify prospects using approved screening questions.
• Schedule and confirm appointments with the founders.
• Follow up with no-shows and re-engage prospects to recover missed appointments.
• Maintain accurate GoHighLevel (GHL) CRM records, including lead sources, assigned founders, pipeline stages, interaction notes, and next steps.
• Prepare concise prospect briefs for founders before scheduled appointments.
• Submit daily activity reports and weekly performance summaries.
• Customize approved outreach materials in Canva in line with Azad's content direction.

Skills

Outbound outreach

Lead generation

Appointment setting

English communication

CRM management

Organizational skills

Attention to detail

Good judgment

Tools

ChatGPT

Claude

Canva

GoHighLevel (GHL) CRM

Job description

Outbound Investor Appointment Setter (Remote)

Research and identify relevant prospects, investors, and target accounts

Personalize LinkedIn outreach messages to engage potential leads

Participate in approved Facebook groups to connect with relevant prospects

Handle calls with warm leads and complete timely follow-ups

Qualify prospects using approved screening questions

Schedule and confirm appointments with the founders

Follow up with no-shows and re-engage prospects to recover missed appointments

Maintain accurate GoHighLevel (GHL) CRM records, including lead sources, assigned founders, pipeline stages, interaction notes, and next steps

Prepare concise prospect briefs for founders before scheduled appointments

Submit daily activity reports and weekly performance summaries

Customize approved outreach materials in Canva in line with Azad's content direction

Job Responsibilities

• Research and identify relevant prospects, investors, and target accounts
• Personalize LinkedIn outreach messages to engage potential leads
• Participate in approved Facebook groups to connect with relevant prospects
• Handle calls with warm leads and complete timely follow-ups
• Qualify prospects using approved screening questions
• Schedule and confirm appointments with the founders
• Follow up with no-shows and re-engage prospects to recover missed appointments
• Maintain accurate GoHighLevel (GHL) CRM records, including lead sources, assigned founders, pipeline stages, interaction notes, and next steps
• Prepare concise prospect briefs for founders before scheduled appointments
• Submit daily activity reports and weekly performance summaries
• Customize approved outreach materials in Canva in line with Azad's content direction

Qualifications

• Demonstrated experience in outbound outreach, lead generation, or appointment setting
• Strong written and spoken English communication skills
• Hands-on experience using both ChatGPT and Claude for research, outreach, or related tasks
• Proficiency in Canva for creating and adapting marketing materials
• Experience managing CRM records, tracking leads, and documenting interactions accurately
• Strong organizational skills, attention to detail, and consistent follow-through
• Good judgment when engaging prospects and handling follow-up activities