About the Client
A keynote speaker, writer, mindfulness educator, and leadership advocate whose
work focuses on culture, belonging, emotional intelligence, leadership,
hospitality, and human-centered connection.
Her business has historically grown organically through referrals and speaking
engagements. As she expands her outreach efforts, she is now seeking a
proactive and strategic Virtual Assistant who can support lead generation,
outreach, appointment setting, and relationship nurturing to help build a
stronger and more consistent speaking pipeline.
The ideal VA should understand relationship-based outreach rather than
aggressive sales tactics and should align with Shelley’s warm, authentic, and
human-centered communication style.
Position Overview
We are looking for a highly proactive, organized, and relationship-driven
Virtual Assistant with experience in lead generation and outreach for keynote
speakers, coaches, consultants, or similar service-based professionals.
The VA will help identify speaking opportunities, conduct targeted outreach,
assist with appointment setting, maintain prospect tracking, and support
follow-up communication with leads generated through speaking engagements and
networking opportunities.
This role is ideal for someone who understands nuanced outreach, values
authentic human connection, and can communicate professionally while matching
the client’s energy and tone.
Core Responsibilities
Lead Generation & Research
Research
and identify relevant:
women’s
events
conferences
leadership
summits
state
associations
national
associations
corporate
events
speaking
opportunities
Build
and maintain organized prospect lists using spreadsheets or simple CRM
systems
Research
decision-makers and event organizers
Identify
high-quality speaking opportunities aligned with Shelley’s expertise and
target audience
Outreach & Relationship Building
Support
personalized outreach efforts primarily through:
email
outreach
phone
outreach/cold calling (if applicable)
Assist
in drafting authentic, relationship-driven messaging and scripts
Conduct
soft-sell outreach aligned with Shelley’s voice and brand
Help
nurture relationships rather than using transactional sales approaches
Follow
up with leads consistently and professionally
Appointment Setting
Coordinate
introductory calls or speaking inquiries
Support
booking conversations with potential event organizers and clients
Manage
follow-up touchpoints and reminders
Lead Nurturing & Follow-Up
Send
thank-you follow-up emails after speaking engagements
Assist
with post-event nurturing campaigns
Maintain
organized contact lists from:
QR
code sign-ups
speaking
events
referrals
networking
opportunities
Help
convert warm leads into future speaking opportunities
Administrative & Future Growth Support
Potential future responsibilities may include:
Newsletter
support
Email
marketing assistance
Contact
list management
Basic
WordPress assistance
Audience/community
management
CRM
or systems setup recommendations
Preferred Candidate Profile
The ideal VA should:
Have
prior experience supporting keynote speakers, coaches, consultants, or
thought leaders
Understand
relationship-based sales and outreach
Be
highly proactive and resourceful
Have
strong communication and interpersonal skills
Be
comfortable with nuanced, personalized outreach
Be
organized and detail-oriented
Be
confident conducting research independently
Match
Shelley’s warm, energetic, and authentic communication style
Required Skills & Qualifications
Required Skills
Lead
generation
Prospect
research
Outreach
support
Appointment
setting
Email
communication
Relationship
nurturing
Follow-up
management
Spreadsheet
organization
Strong
written English communication
Preferred Skills
Experience
supporting speakers or public figures
Sales
or business development background
Cold
outreach experience
WordPress
familiarity (nice to have)
Email
marketing knowledge
CRM
familiarity
Relationship-based
sales approach
Tools & Platforms
Current tools/systems:
Email
WhatsApp
Excel/Google
Sheets
Potential future tools:
CRM
systems
Email
marketing platforms
WordPress
Newsletter
tools
The client currently operates with minimal systems and is
open to suggestions from experienced candidates who can help improve workflow
and organization over time.
Personality & Communication Preferences
The ideal VA should be:
Energetic
Authentic
Warm
and personable
Proactive
Professional
without sounding overly corporate
Strong
in relationship-building
Comfortable
adapting to Shelley’s tone and communication style
The client highly values human connection and authentic
communication.
Important Client Notes
Client
strongly prefers candidates with experience working with keynote speakers
Organic
relationship-building is prioritized over mass outreach
The
client values sales-driven results over social media marketing
The
client writes her own content and is not seeking social media management
support
Focus
is primarily on:
lead
generation
outreach
appointment
setting
relationship
nurturing
Client
is open to candidates who can provide ideas and recommendations for
systems/process improvements
Flexible
timezone preferred with potential overlap hours when needed
Candidate
references from similar industries would be highly valuable