Virtual Assistant – Appointment Setter

About the Role
We are seeking a professional, confident Virtual Assistant to support business development by cold
calling local trade partners and booking qualified coffee or lunch meetings. This is a results-based role
focused on appointment setting, not sales.

Responsibilities
• Cold call HVAC, plumbing, roofing, electrical, property management, and fire-adjacent trades
• Speak with owners or service managers only
• Log all calls and outcomes in HubSpot CRM
• Book meetings and enter date, time, and location
• Send follow-up email, confirmation call, and confirmation text
• Handoff confirmed meetings to Caprice
Compensation
• $50 per confirmed and completed meeting
• Maximum 5 meetings per week ($250/week)
• Monthly cap: $1,000
• Paid weekly upon verification in HubSpot
Who This Role Is For
• Confident phone communicator
• Experience with cold calling or appointment setting
• Organized and detail-oriented
• Comfortable using CRMs (HubSpot preferred)
Who This Role Is Not For
• No phone-call experience
• Fear of cold calling
• Difficulty communicating clearly and professionally in English (spoken and written)
• Inconsistent follow-through
• Failure to update CRM accurately