VA - Client Acquisition & Operations

About the Role
We’re looking for a proactive Virtual Assistant to execute the operational side of a high-value tax prep sprint. You will manage outreach, lead tracking, bookings, follow-ups, and client intake—directly enabling $100k in collected fees by April. This is not a tax role; you’ll handle admin, coordination, and no-code workflows to keep the client pipeline moving.

Responsibilities
Build and maintain high-value lead lists (100+ contacts/week)
Send personalized DMs/emails and track responses in CRM
Manage Calendly bookings and ensure full, qualified call calendars
Set up and update simple landing pages (Carrd / Leadpages)
Send follow-up emails/SMS to unbooked leads
Coordinate Typeform intake forms and organize client data in Notion
Track deposits/payments via Stripe or GoCardless
Support basic LinkedIn Ads setup and outreach campaigns
Maintain SOPs, templates, and weekly reports on leads, calls, and revenue

Required Skills
Experience as a VA, sales/marketing assistant, or operations support
Strong written English for outreach and client communication
Comfortable with LinkedIn, Calendly, Stripe, Typeform, Notion, and no-code landing pages
High attention to detail, reliability, and confidentiality
Ability to follow SOPs and meet daily/weekly activity targets

Preferred Skills
Cold outreach tools: Mailshake, Apollo.io, Lemlist, etc.
Experience supporting consultants, coaches, accountants, or financial services
Basic understanding of sales funnels and conversion metrics

KPIs / Success Measures
100+ qualified leads added weekly
30–50 outreach messages sent daily, tracked for replies
5–10 new client bookings per week
90%+ intake form completion for booked clients
Accurate admin, <2% errors, timely weekly reporting

What We’re Looking For
A detail-oriented, proactive VA who can execute quickly, manage multiple workflows, and maintain momentum in a fast-moving tax season sprint. You’ll be critical in converting outreach into paying clients, directly supporting $100k in revenue by April.
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