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I need a sharp virtual assistant to jump on the phones each day, calling finance-sector offices and securing one-on-one consultation slots for me. You’ll handle the full scheduling cycle: source or receive the lead list, place the initial cold call, log responses, then confirm the time directly in my online calendar. Once a meeting is set, you’ll keep the momentum going. Quick, value-driven follow-ups by phone or email are essential so every prospect receives the additional information they requested and arrives fully prepared. When we host in-person or virtual events you’ll help boost attendance by reminding registrants, answering last-minute questions, and flagging any reschedules. Deliverables I expect each week • A clean, timestamped call log with outcomes for every number dialed • Calendar appointments created or updated in real time • Follow-up message copies and any prospect notes stored in our CRM Success for this role means a steady stream of confirmed consultations, high show-up rates, and clear, organised reporting that lets me focus on closing deals rather than chasing calendars. If you’re confident speaking with finance professionals, comfortable using a CRM and online scheduling tools, and you thrive on measurable results, I’m ready to start right away.
Project ID: 40298582
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Active 2 days ago
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48 freelancers are bidding on average $11 USD/hour for this job

Hi, I’d be glad to help secure consultation appointments by calling prospects, logging call outcomes, scheduling meetings in your calendar, and handling timely follow-ups to keep prospects engaged and prepared. I’m comfortable speaking with professionals, using CRM and scheduling tools, and maintaining clear call logs and reports to ensure a steady flow of confirmed consultations. Would you be open to a cost-optimized approach where I prioritize high-conversion lead sources, streamline call logging and follow-up templates, and focus on maximizing confirmed bookings? Thanks.
$10 USD in 40 days
9.1
9.1

Dear Hiring Manager, I’m excited to apply for the Virtual Assistant role. With almost a decade of experience in the VA industry, I have strong skills in virtual assistance, data entry, lead generation, social media management, and customer service. I’m confident handling cold calls, speaking with professionals, scheduling appointments, and managing follow-ups through CRM and online calendar tools. I can maintain detailed call logs, confirm consultation bookings, send follow-up emails, and ensure prospects stay engaged and prepared for meetings. I’m highly organized, reliable, and type 80 WPM with high accuracy, allowing me to manage tasks efficiently while keeping records clear and updated. Please see my profile and previous work as a reference: https://www.freelancer.com/u/anjcanimo Best regards, Anj
$15 USD in 30 days
7.1
7.1

Greeting! I’m an expert in high-touch virtual assistance with 9+ years of experience booking and managing consultations for finance professionals and service-based businesses. I specialise in handling the full outreach-to-calendar workflow efficiently and professionally. Here's how I can help: * Place daily calls to your finance-sector leads, logging responses and updating outcomes in your CRM * Confirm appointments directly in your online calendar, ensuring accuracy and real-time updates * Craft and send follow-up messages with requested information, reminders, and any reschedule notes * Maintain clean, timestamped logs so you always have full visibility into outreach and bookings Could you clarify which CRM and calendar platform you’re using, and whether you provide the lead lists or expect me to source them as well? This will help me plan the workflow for maximum results.
$12 USD in 40 days
5.8
5.8

Hi, I specialize in virtual assistance and client outreach, with strong experience calling finance‑sector offices to secure consultation slots and managing the full scheduling cycle. I’ve handled cold calls, logged responses, confirmed appointments directly in online calendars, and ensured prospects receive timely follow‑ups by phone or email so they arrive prepared. My approach includes maintaining clean, timestamped call logs, updating calendars in real time, and storing follow‑up copies and notes in CRMs for transparency. I focus on building rapport with finance professionals, boosting event attendance through reminders, and keeping reporting clear so you can concentrate on closing deals rather than chasing schedules. Because this role requires confidence on the phone, organization, and measurable results, I am prepared to deliver a steady stream of confirmed consultations with high show‑up rates. Best regards, Jessica
$8 USD in 40 days
4.4
4.4

Hello, I understand you need a proactive virtual assistant to manage outbound calls, schedule consultations, and maintain clear, real-time calendar updates. I have experience engaging finance-sector professionals, managing CRM data, and coordinating appointments efficiently while ensuring high prospect response and attendance rates. My approach focuses on structured call cycles, timely follow-ups, and meticulous logging of all interactions for full accountability. I will handle lead sourcing, initial cold calls, and follow-ups via phone or email, ensuring every prospect receives requested information and is prepared for the consultation. All outcomes, notes, and updates will be recorded in your CRM and reflected in your calendar in real time, supporting measurable results and minimal friction. Weekly deliverables will include a clean, timestamped call log, confirmed appointments, follow-up message drafts, and prospect notes, ensuring you can focus entirely on closing deals. Thanks, Asif
$15 USD in 40 days
3.8
3.8

Dear [Hiring Manager], I’m excited to apply for the Sales Appointment Scheduler role and support your business by creating a consistent flow of qualified consultations. With strong experience as a virtual assistant and in outbound calling, I am confident in my ability to professionally engage finance-sector offices, handle cold calls, and secure confirmed one-on-one appointments directly in your calendar. I can efficiently manage the full scheduling cycle—from working with lead lists and logging detailed call outcomes to confirming meetings in real time. I understand the importance of organized CRM records, clear communication, and prompt follow-ups to ensure prospects receive the information they need and show up prepared for consultations. Additionally, I can assist with reminder calls, email follow-ups, and event attendance support to maximize participation and reduce no-shows. My focus is always on measurable results, clear reporting, and maintaining a steady pipeline of scheduled consultations. I am ready to start immediately and help you focus on closing deals while I manage the scheduling process. Sincerely, RUBEL UDDIN
$12 USD in 40 days
4.0
4.0

Hello, I’m very interested in this role. I have over 5 years of experience in cold calling, appointment setting, and telemarketing, working with clients primarily in the USA and Canada, so I’m comfortable speaking with professionals and handling structured outreach. Your objective—securing consultation appointments and maintaining strong follow-up communication—is exactly the type of work I’ve handled in previous projects. Here’s how I can support you: • Make daily outbound calls to finance-sector offices and confidently introduce your consultation offer • Qualify prospects quickly and secure one-on-one meeting slots • Log call outcomes with clear timestamps and notes • Schedule confirmed meetings directly in your online calendar • Send value-driven follow-ups via phone or email so prospects remain engaged and prepared • Assist with event reminders and attendance follow-ups to improve show-up rates I’m comfortable using CRM systems, call tracking tools, and scheduling platforms, and I always maintain clear, organized reporting so you can focus on closing deals. I’m reliable, results-driven, and available to start right away. Best regards, Akter Hussain
$10 USD in 40 days
1.2
1.2

Hello dear client, Turning cold calls into confirmed consultations is where I deliver the most value. I am a confident virtual assistant with strong phone communication skills and experience handling outreach, appointment setting, and CRM documentation. I am comfortable calling professional offices, building quick rapport, and guiding conversations toward securing a confirmed meeting. I stay organized with detailed call logs, real-time calendar updates, and consistent follow-ups to ensure prospects remain engaged and prepared. I am reliable, results-driven, and focused on maintaining high booking and show-up rates while keeping records clear and accurate. I would love to discuss the project further and explore how I can help bring my skills to the team. Best regards, Ruth Akinyi.
$8 USD in 40 days
0.6
0.6

As a team that specializes in software development and digital product solutions, we understand the value of effective time management and streamlined processes. We have the technical prowess not only to handle the full scheduling cycle you require, but also to leverage AI technology for smart lead generation and improved follow-up processes. Our experience with calendaring tools and CRMs will ensure accurate and organized reporting. Moreover, our team’s strong communication skills are a key asset. We don’t just make calls—we engage your finance-sector prospects with value-driven conversations. We'll diligently confirm appointments, but we won't stop there; we'll also provide attendees with any additional information they need and address their last-minute concerns promptly.
$10 USD in 40 days
0.0
0.0

Hi There, My name is Nad, and I’d love to support your sales appointment scheduling project. I have experience as a Virtual Assistant handling cold calls, lead follow-ups, and calendar management. I’m comfortable speaking with professionals, introducing services clearly, and turning conversations into confirmed consultation bookings. For your project, I will call prospects from your lead list, log every interaction in a clean call log, and schedule confirmed meetings directly in your online calendar. I’ll also send quick follow-ups by phone or email to provide requested information and ensure prospects are fully prepared for the consultation. I’m organized, responsive, and familiar with CRM systems and scheduling tools, so all call outcomes, notes, and follow-up messages will be recorded clearly for easy tracking. My focus is to help you maintain a steady flow of confirmed consultations while keeping reporting structured and easy to review. I’m ready to start immediately and can consistently support your weekly outreach goals. Best regards, Nad
$10 USD in 40 days
0.0
0.0

Hello, I’m really glad I came across your post because this is the kind of role I naturally fit into. A big part of my work over the past few years has been helping businesses stay organized while making sure conversations with prospects actually turn into booked meetings. In one of my previous roles, I handled outreach and customer communication where my day usually started with a lead list, making calls, introducing the value clearly, and guiding people toward the next step. Not every call turns into a yes immediately, but I’ve learned how to keep the conversation respectful, professional, and focused so prospects feel comfortable booking time to learn more. Beyond the calls, I’m very used to the follow-through that keeps everything running smoothly. Logging every call outcome, updating calendars, and making sure prospects receive the extra information they asked for is something I take seriously because it directly affects show-up rates. When reminders and follow-ups are done well, people actually attend the meetings they scheduled. I’m also comfortable working with CRM systems, keeping clean call logs, and managing schedules in real time so nothing falls through the cracks. My focus is always simple: keep the pipeline moving, keep communication clear, and make it easy for you to focus on closing the deal. I’d love the chance to support you and help keep a steady stream of consultations coming in.
$12 USD in 40 days
0.0
0.0

With a rich background in digital marketing and plenty of experience as a virtual assistant, I bring to the table a unique set of skills that align perfectly with your needs for a sales appointment scheduler. Given my profound knowledge of email marketing, I can guarantee you strategic and powerful follow-ups that not only keep the momentum going but significantly raise your show-up rates. What sets me apart from other freelancers is my deep understanding of finance professionals and how to effectively communicate with them. Having managed social media platforms, designed posts, and created content for companies in this sector, I have a profound understanding of their needs and preferences. This puts me in the best position to craft compelling messages that resonate with them. I'm also highly organized and results-oriented. In addition to updating your calendar in real-time and providing thorough call logs, I can provide you with detailed reports using our chosen CRM system. These reports will not only keep you constantly informed but will help us continuously optimize our sales strategies. So, let's leave the tedious task of scheduling consultations to me while you concentrate on closing the deals. Together, we'll achieve nothing short of success!
$8 USD in 40 days
0.0
0.0

First, let me assure you that despite my primary skills as a customer service specialist and virtual assistant, I am no stranger to cold calling or CRM management. My solid base of 4 years in the industry has given me an intuitive understanding of the best tactics for engaging and connecting with professionals. Additionally, seeing that I am a pro when it comes to juggling multiple tasks while maintaining clear organization and accurate documentation, I'd be perfect for managing your calendar appointments and ensuring prospects receive the assistance they need, when they need it. What sets me apart is that I do not merely perform tasks; I guarantee results. Utilizing my extensive experience in social media management and video editing can be incredibly beneficial to your project. For one, I will tap into my social media skills to boost attendance at your events by engaging our audience effectively. Finally, my proficiency in graphic editing perfectly complements my ability to create eye-catching e-mail follow-ups that would not only intrigue your prospects but also compel them to attend scheduled meetings. With me onboard, get prepared to enjoy steady turnouts, clear reporting, and peace of mind knowing your scheduling process is in capable hands. Let's make some appointments!
$12 USD in 40 days
0.0
0.0

I am excited to help you find a virtual assistant to jump on the phones each day, calling finance-sector offices and securing one-on-one consultation slots. I have experience in lead sourcing, cold calling, and appointment scheduling. I'm proficient with CRM systems and I'm dedicated to providing a clean, timestamped call log weekly, creating calendar appointments in real-time, and efficient follow-up communication. I am ready to start right away.
$12 USD in 40 days
0.0
0.0

I will provide professional and friendly customer service to support your business and ensure customer satisfaction. I can handle emails, chat, and customer inquiries efficiently, resolve issues, and maintain a positive experience for every client. My goal is to help your business build strong relationships with customers and improve overall service quality.
$12 USD in 40 days
0.0
0.0

Hola, tengo total disponibilidad para ayudarte con este proyecto de forma inmediata. Soy una persona muy responsable, detallista y organizada, lo que me permite garantizar un trabajo de alta calidad y sin errores. Manejo perfectamente las herramientas necesarias y me comprometo a cumplir con los plazos de entrega que necesites. Soy muy comunicativo y estaré atento a cualquier indicación extra para que el resultado sea perfecto. ¡Quedo a la espera de tu mensaje para comenzar!
$12 USD in 40 days
0.0
0.0

Hola, Puedo ayudarte a gestionar todo el proceso de contacto y programación de citas con oficinas del sector financiero de forma organizada y profesional. Tengo experiencia trabajando como asistente virtual y en atención al cliente, lo que me permite comunicarme con confianza por teléfono, manejar llamadas en frío y mantener una conversación clara y profesional con prospectos. Puedo encargarme de todo el flujo de trabajo: • Realizar llamadas diarias a prospectos y presentar brevemente el propósito de la reunión • Registrar cada llamada con resultados y marcas de tiempo claras • Programar citas directamente en tu calendario online • Realizar seguimiento por teléfono o correo electrónico para mantener el interés del prospecto • Enviar recordatorios antes de reuniones o eventos para mejorar la asistencia • Guardar notas y conversaciones en el CRM Mi enfoque es mantener un flujo constante de citas confirmadas, asegurando que cada prospecto llegue preparado y que tu agenda se mantenga organizada. Soy una persona responsable, organizada y orientada a resultados, y puedo comenzar a trabajar de inmediato. Quedo atenta para conversar más sobre el proceso y las herramientas que utilizas. Saludos, Esmeralda Rodríguez
$12 USD in 40 days
0.0
0.0

With my attention to detail, ability to manage multiple tasks, and experience in online communication, I can efficiently handle prospecting, calls, follow-ups, and calendar management, ensuring a high rate of confirmed consultations and satisfied clients.I understand the critical nature of your Sales Appointment Scheduler project and I bring the necessary skills and experience to ensure its success. My fluency in both English and French enables me to effectively communicate with your target audience, finance professionals. My experience as a virtual assistant has honed my time management abilities, making me more than capable of handling multiple tasks while maintaining a high level of quality. I am highly proficient in using CRMs, such as the one you are working with, and online scheduling tools which will make sure that every call, outcome, and action we take is logged meticulously and synchronized in real-time. Additionally, I have worked extensively with Excel and Google Sheets so I can create for you comprehensive and organized reports on a weekly basis.
$12 USD in 40 days
0.0
0.0

Olá! Tudo bem? Tenho grande interesse em colaborar com o seu projeto como assistente virtual. Possuo experiência com atendimento ao público, organização de informações e rotinas administrativas, o que me permite conduzir contatos, registrar dados com atenção e manter um acompanhamento organizado dos agendamentos. Sou uma pessoa comunicativa, responsável e ágil, com facilidade para lidar com clientes por telefone, e-mail ou mensagens. Posso realizar todo o processo de contato com os leads, registrar cada interação, organizar os horários no calendário e acompanhar os agendamentos para garantir que tudo ocorra de forma eficiente. Também tenho experiência com organização de registros e controle de informações, o que ajuda a manter relatórios claros das ligações realizadas e dos resultados obtidos. Tenho disponibilidade para manter constância no contato com os prospects, enviar lembretes, responder dúvidas e ajudar a garantir uma boa participação nos encontros e eventos.
$12 USD in 40 days
0.0
0.0

I can do what you want for your business project, such as calling offices in the financial sector and I can search or receive a list of prospects, and I am ready to start working.
$12 USD in 40 days
0.0
0.0

Frisco, United States
Payment method verified
Member since May 20, 2014
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