Request for Proposals

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.

Submit Proposal by June 12th

Scope of Work

LinkedIn Management

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.

Contact Information

Dr. Sherry Perez, LLC
Email: hello@drsherryperez.com
Website: www.drsherryperez.com

Selection Criteria

Proposals will be evaluated based on experience with similar clients, quality of candidate profiles, competitive pricing, onboarding process, and strength of references.