Sales and Marketing Virtual Assistant for Promotional Products

Lead Generation & Cold Calling
Research and identify prospective clients (corporate buyers, event planners, HR/marketing departments, franchises, etc.) who use promotional/branded products
Build and maintain an organized, up-to-date prospect and lead database (CRM)
Conduct outbound cold calls and cold emails/LinkedIn outreach to generate qualified leads
Qualify leads based on budget, need, timeline, and decision-making authority
Schedule appointments, product consultations, or demos for the sales team/owner
Follow up consistently with warm leads and past clients to nurture relationships and drive repeat business
Track call activity, conversion rates, and pipeline status; report weekly progress
Handle objections professionally and creatively to keep prospects engaged

Social Media & Digital Marketing
Plan, create, and schedule engaging content across social platforms (Facebook, Instagram, LinkedIn, TikTok, etc.) to showcase promotional products and brand work
Monitor engagement (comments, messages, shares) and respond promptly and professionally
Track post performance (reach, engagement, click-throughs) and report on what's working
Monitor website traffic and visitor behavior using analytics tools (e.g., Google Analytics) to identify lead generation opportunities
Capture and route website inquiries/leads into the CRM promptly
Support email marketing campaigns and promotions as needed
Stay current on social media trends and suggest new content/campaign ideas to increase visibility and lead flow

Administrative & Reporting
Maintain accurate records of leads, calls, conversions, and campaign metrics
Prepare regular performance reports (calls made, leads generated, deals closed, social/website metrics)
Coordinate with the sales/marketing team on messaging, promotions, and follow-up strategy
Continuously look for ways to improve outreach scripts, targeting, and conversion rates