Virtual Assistant Support for Dr. Sherry Perez, LLC
Seeking a detail-oriented, English-fluent Virtual Assistant to support lead generation follow-up, outreach via Meet Alfred tool, and marketing coordination. Starting at 15 hours weekly with potential to scale. Reporting to Coach Sherry.
4-6 hours weekly dedicated to LinkedIn DMs and follow-ups using Sales Navigator and Meet Alfred.
Email Campaigns
2-3 hours for follow-up emails/SMS for warm leads and 2-4 hours for Email/DM outreach to colleges.
Postcard Campaigns
4-6 hours weekly managing postcard campaign list for business funding and title professionals.
General Admin
1-2 hours for administrative tasks with a 2-week performance review period.
Candidate Requirements
Communication Skills
Excellent written and spoken English proficiency for client-facing communication and professional correspondence.
Organization & Attention to Detail
Highly organized and detail-oriented approach to manage multiple projects and tasks simultaneously.
Technical Proficiency
Experience with LinkedIn Sales Navigator, Gmail, Google Workspace, Canva, and CRM tools like Meet Alfred.
Availability
Available for weekly 15-30 minute check-ins and responsive to quick communication via WhatsApp.
Tools & Technology
Google Workspace
Gmail, Google Drive, Google Sheets, and Google Docs for communication and collaboration.
LinkedIn Tools
LinkedIn Sales Navigator and Meet Alfred for professional outreach and lead generation.
Design & Marketing
Canva for postcard layout and design of marketing materials.
Project Management
Notion or Trello for task tracking with WhatsApp for quick communication.
Workflow Management
Document & Asset Sharing
Google Drive organized by project with Google Docs/Sheets for seamless collaboration between team members.
Email & Inbox Management
Access through delegated Gmail or dedicated VA email address with organized templates for consistent communication.
LinkedIn Outreach Strategy
Managed via Meet Alfred using customizable templates and strategic lead filters for targeted networking.
Regular Communication
Weekly check-ins, organized task management in Notion/Trello, and real-time chat via WhatsApp for immediate needs.
Proposal Requirements
Agency Overview
Provide comprehensive information about your agency's experience, specialization, and track record with similar clients.
Candidate Profiles
Include detailed bios and resumes of potential virtual assistants who match the requirements.
Pricing Structure
Clearly outline your hourly rates and package options for the 15-hour weekly commitment.
Onboarding Process
Detail your onboarding timeline and methodology to ensure a smooth transition.
Work Samples & References
Provide relevant work examples and client references that demonstrate your capabilities.
Project Timeline
RFP Issued
June 9, 2025
Proposal Deadline
June 13, 2025
Selection Process
June 13-16 2025
Project Start Date
June 18, 2025
Initial Review
June 30, 2025
Contact Information & Submission
How to Submit Your Proposal
Send your complete proposal as a PDF attachment to hello@drsherryperez.com by June 12, 2025. Include "VA Proposal - [Your Agency Name]" in the subject line.
Questions About the RFP
For any clarifications or questions regarding this Request for Proposal, please contact Coach Sherry at hello@drsherryperez.com at least 48 hours before the submission deadline.
Proposals will be evaluated based on experience with similar clients, quality of candidate profiles, competitive pricing, onboarding process, and strength of references.