CPT-11562 Admin/Business Support

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Title: CPT-11562 B2B Cold Caller & Partnership Appointment Setter

Independent Contractor – CPT-11562 B2B Cold Caller & Partnership Appointment Setter/Service Category/Entry-Advanced Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A digital advertising company is seeking a part-time VA to conduct outbound cold calling to branding and web-design agencies to develop referral and service partnerships.

The client will initially provide prospect lists and targeting information. The VA's primary responsibility will be to consistently call these agencies, introduce the partnership opportunity, handle initial questions and objections, conduct follow-up, and generate qualified conversations for the client.

The company offers advertising services that partner agencies can either provide to their clients using the company as a backend resource or refer directly in exchange for compensation.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Outbound Calling & Follow-Up

• Conduct consistent outbound calls to branding and web-design agencies
• Introduce the company's advertising partnership opportunity
• Follow client-provided scripts while maintaining a natural, conversational approach
• Handle routine questions and objections confidently
• Conduct multiple follow-up attempts when prospects are initially unreachable
• Identify interested prospects and move qualified opportunities to the client
• Schedule follow-up conversations or appointments when appropriate
• Position the outreach as a relationship-building and partnership opportunity rather than a hard-sell or traditional telemarketing call.
• Explain how partner agencies can work with the company by offering its advertising services as a backend resource for their clients or by referring clients directly in exchange for compensation.
• Maintain a professional, informative, and conversational approach that emphasizes how the company's services can support the prospect's business.
• Provide prospects with relevant company information, including its website, contact details, and service offerings, to establish credibility and encourage further engagement.
• Follow up with prospects who express interest but are not immediately ready to schedule a conversation, including arranging callbacks based on their stated availability.
• Prioritize same-day follow-up after positive conversations and maintain periodic follow-ups, generally once a week for prospects who have not responded, while avoiding excessive outreach.
• Escalate interested or qualified prospects to the client for direct engagement when further discussion is needed.

Lead & Activity Tracking

• Work from prospect lists initially provided by the client
• Maintain accurate call logs and prospect statuses
• Track call attempts, conversations, follow-ups, and outcomes
• Provide regular updates on outreach activity and results
• Use Google Sheets initially, with potential transition into HubSpot
• Assist with prospect research or list building as the role expands
• Research and build targeted prospect lists of branding, marketing, and web-design agencies, expanding beyond the initial client-provided lists as the role develops.
• Research prospective agencies to better understand their businesses and identify potential opportunities for service or referral partnerships.
• Record follow-up dates and agreed callback schedules to ensure interested prospects receive timely and appropriate follow-through.
• Schedule prospect meetings directly through the client's Google Calendar scheduling link, accommodating either phone or video calls based on the prospect's preference.

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Outbound cold-calling experience required
• B2B calling or appointment-setting experience strongly preferred
• Strong spoken English required
• Objection-handling experience strongly preferred
• Lead tracking and follow-up experience required
• Google Sheets experience required
• HubSpot experience is a plus
• Marketing agency, advertising agency, or partnership-development experience is a plus

IDEAL CANDIDATE PROFILE

• Confident, energetic, and highly conversational
• Excellent spoken English and professional phone presence
• Comfortable making repeated outbound calls
• Persistent without being overly aggressive
• Strong objection-handling and rapport-building ability
• Able to work from a script without sounding scripted
• Self-motivated and consistent with follow-up
• Positive, enthusiastic, and comfortable representing a marketing company

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• Google Sheets
• Google Voice or Similar VoIP Platform
• HubSpot – Experience a Plus
• Email / Calendar Platforms

Work Schedule

• Contracted Hours per Week: 10 Hours (Hours may increase based on performance and results)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time:  Monday - Friday, Approximately 8:00 AM–12 PM EST Initially; Some Morning Overlap Preferred

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior, and Advanced Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: Monday - Friday, Approximately 8:00 AM–12 PM EST Initially; Some Morning Overlap Preferred
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English 
• ACCENT PREFERENCE:  Level A-B (Native or near-native English accent required)
• REGION PREFERENCES:  Offshore OR Nearshore

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!