CPT-11504 Personalized Email Outreach Virtual Assistant

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 Los Angeles-based financial planning practice is seeking a detail-oriented Virtual Assistant to conduct personalized one-to-one email outreach to prospective clients.

The client does not want mass email blasts or mail merges. Prospect information and appropriate outreach links will be provided through Excel or Google Sheets. The VA will manually send individual emails or submit outreach through designated websites to reduce spam risk and maintain a personalized approach.

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.

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

• Work through client-provided prospect lists
• Send personalized individual prospect emails
• Use Gmail and designated website contact forms
• Follow client-provided messaging and templates
• Avoid bulk mail merges and mass-email processes
• Track completed outreach accurately in Excel or Google Sheets
• Maintain organized prospect and outreach records
• Conduct appropriate follow-up as instructed
• Maintain accuracy across repetitive outreach activity

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.

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

• Previous email outreach, lead generation, administrative, or prospecting experience required
• Strong written English required
• Excel and Google Sheets proficiency required
• Gmail experience required
• Strong data accuracy and organization
• Financial services experience is a plus but not required

• Extremely organized and dependable
• Strong written English
• Detail-oriented and accurate
• Comfortable with repetitive but important outreach work
• Able to follow exact processes consistently
• Efficient without sacrificing personalization
• Comfortable working independently

• Gmail
• Microsoft Excel
• Google Sheets
• Web-Based Contact Forms
• VPN – If Required, Provided by Client

• Contracted Hours per Week: 10 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: Consistent 2-Hour Daily Block Between 10:00 AM – 4:00 PM PST

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.

• 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

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: Consistent 2-Hour Daily Block Between 10:00 AM – 4:00 PM PST
• 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-C (Strong Spoken and Written English Required)
• REGION PREFERENCES: Philippines