Outbound Investor Appointment Setter

Sphere Rocket VA US; Philippines; Remote; PHP 207,000 - 317,000; Full time

Job summary

Sphere Rocket VA US is hiring a remote Outbound Investor Appointment Setter. You will research prospects, tailor LinkedIn messages, engage in select groups, and handle calls with warm leads to book founder appointments. You will track activities in the CRM and prepare briefs for founders.

The role emphasizes strong English communication, CRM discipline, and Canva-based outreach material customization, with daily reports and weekly summaries. Remote work aligns with Azad's content direction.

Qualifications

• Experience with outbound outreach, lead generation, or appointment setting.
• Strong written and spoken English communication skills.
• Hands-on use of ChatGPT and Claude for research/outreach tasks.
• Canva ability to create and adapt marketing materials.
• Experience managing CRM records and documenting interactions accurately.
• Strong organization, attention to detail, and follow-through.
• Good judgment in engaging prospects and handling follow-up tasks.

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 prospects.
• Handle calls with warm leads and complete timely follow-ups.
• Qualify prospects using approved screening questions.
• Schedule and confirm appointments with founders.
• Follow up with no-shows and re-engage prospects to recover missed appointments.
• Maintain accurate GHL CRM records including lead sources and next steps.
• Prepare concise prospect briefs for founders before scheduled appointments.
• Submit daily activity reports and weekly performance summaries.
• Customize outreach materials in Canva in line with content direction.

Skills

Outbound outreach

Lead generation

Appointment setting

English communication

Research with AI tools

CRM record keeping

Canva proficiency

Canva for marketing materials

Organization

Follow-through

Tools

ChatGPT

Claude

Canva

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