Virtual Colleague Philippines

Account Manager

• Convert qualified leads into paying customers
• Conduct sales consultations
• Manage the sales pipeline
• Onboard new clients
• Maintain customer relationships throughout the sales journey
• Upsell additional services
• Reduce customer churn
• Collaborate with marketing and client relationship teams
• Maintain CRM records
• Attend mandatory daily stand-up meetings
• Acquire 5–20 new clients per month
• Generate £100–£500 in monthly recurring revenue
• Maintain churn between 3–5%
• Achieve 10–20% upsell revenue
• Maintain availability for scheduled meetings, team syncs, and client-related calls
• Document interruptions, outages, emergencies, or other circumstances affecting availability
• Provide status updates, raise blockers, seek clarification, and communicate project progress
• Meet agreed deadlines and maintain consistent communication throughout projects

Sales Account Manager

Appointment Setter

• Reach out to prospects through email outreach
• Contact prospects through LinkedIn or social media messaging
• Consistently book 10 or more qualified sales calls per week
• Communicate with prospective clients for a relationship and love coaching business
• Work independently with minimal supervision
• Support sensitive and confidential client interactions with discretion

Lead Generation

• Execute LinkedIn lead generation and prospecting activities based on the established sales methodology
• Research and identify qualified prospects and target audiences
• Use LinkedIn and LinkedIn Sales Navigator to find, connect with, and engage potential prospects
• Write and send personalized connection requests, messages, follow-ups, and other prospect communications
• Engage prospects in an interesting, natural, persuasive manner aligned with the client's brand voice
• Create curiosity and excitement around the client's offerings through written communication
• Help move qualified prospects toward booking a call with the CEO or purchasing products/services
• Monitor and manage prospect responses and conversations
• Support promotion and sales outreach of online courses, tools, and related offerings
• Work from the client’s LinkedIn profile/account when required and appropriate
• Recognize buying signals, questions, objections, and follow-up opportunities
• Escalate qualified or interested prospects to the CEO or appropriate team member
• Maintain accurate prospect and outreach records in appropriate systems
• Continuously improve messaging based on prospect responses, engagement, and feedback
• Engage with prospects through LinkedIn, email, and text as appropriate
• Respond to prospect questions and continue conversations using established guidelines
• Help prospects understand the value and relevance of the client's offerings
• Review messages, campaigns, funnels, forms, and customer touchpoints from the customer’s perspective
• Identify opportunities to improve the customer journey
• Provide feedback on messaging, processes, and customer experiences
• Balance creative communication and sales engagement with precise backend technical work

Lead Generation, Outreach Specialist

• Conduct lead generation focused on speech and speaking opportunities
• Build and maintain targeted prospect/lead lists based on agreed criteria
• Perform organic LinkedIn outreach, including researching prospects and sending connection requests/messages
• Conduct email outreach and manage direct email communication with prospects
• Assist with basic email management and follow-ups
• Provide basic calendar management and scheduling support as needed
• Maintain and organize lead information and outreach activities
• Collaborate with the client to develop and refine lead-generation criteria
• Assist with organizing leads in GoHighLevel as the process develops

Lead Generation & Outreach Virtual Assistant

Bookkeeper

• Review the Admin Playbook, company website, Loom recording, notes, and expectations during the paid trial
• Submit a 1–2 minute introduction video and answer role-fit, company knowledge, work environment, strengths, career goals, and AI usage questions
• Perform regular reconciliations of all business transactions in Xero
• Raise, update, and track client invoices
• Create, classify, manage, and reclassify bills and expenses
• Maintain the Fixed Asset Register and manage purchases in Xero
• Process payroll and post pay runs on schedule
• Maintain payslip folders and activity spreadsheets
• Reconcile, process, confirm, and pay quarterly superannuation contributions
• Prepare cash flow projections, income and expense summaries, financial projections, and income forecasts
• Track rental income and property expenses
• Prepare and lodge BAS documentation, workpapers, and journal entry reviews
• Coordinate with the external accountant on tax matters
• Manage FBT requirements and maintain FBT, SGC, and BAS playbooks
• Monitor ASIC renewals, insurance, and Worksafe obligations
• Set up BAS payment plans and process ATO bill payments
• Prepare remuneration certifications and compliance documentation
• Conduct daily inbox sweeps, label emails, create folders, follow up correspondence, and manage reminders
• Upload and organise documents across Google Drive, OneDrive, and SharePoint
• Maintain passwords in 1Password
• Maintain the Notion task dashboard and create recurring-process playbooks
• Prepare meeting agendas, take notes, and distribute summaries
• Pay utility, electricity, and other recurring bills
• Maintain rental property transaction and expense records and handle related correspondence
• Develop monthly content plans and create, design, schedule, and publish social media content
• Conduct competitor research and brand audits
• Develop user personas and marketing strategy documentation
• Write and refine bio, About page, and speaker profile copy
• Maintain Linktree, Canva, and Facebook accounts
• Review and update website copy and create Canva mockups
• Research speaking opportunities and conferences and track them in Notion
• Prepare cold outreach kits and speaker profiles
• Support lead generation activities
• Prepare PowerPoint presentations and proposal documents
• Assist with pitch deck creation and document formatting

Bookkeeping, Admin, Marketing, Compliance

Social Media Manager

• Support multiple brands across different industries
• Create content that builds attention, engagement, conversations, leads and sales
• Create and implement social media content plans
• Edit Reels, TikToks, YouTube Shorts, and longer-form YouTube videos
• Produce approximately 10 short-form videos and 4 longer-form videos per week initially, plus image posts and carousels as required
• Create strong hooks and video openings
• Add subtitles, B-roll, graphics and music
• Repurpose longer content into short-form videos and content across Facebook, Instagram, TikTok, YouTube and LinkedIn
• Write captions and calls to action
• Schedule and publish content
• Respond to comments and engage with relevant accounts and communities
• Identify high-performing content and help improve reach, engagement and conversions
• Upload and optimise YouTube videos
• Use tools such as Flicky and HeyGen for video production and AI-generated videos
• Assist with Meta advertising campaigns
• Create and test ad creatives
• Assist with retargeting campaigns and simple TikTok promotional campaigns
• Assist with future Instagram advertising initiatives
• Monitor advertising performance and report results
• Participate in an interview assessing communication, attitude and overall fit
• Complete a paid practical skills-validation task if shortlisted

Social Media, Video, Ads Specialist

• Work from a provided list of target companies
• Identify CEOs, CFOs, Directors of HR, HR Leaders, and other C-level executives using LinkedIn Sales Navigator
• Verify executive relevance and decision-making authority
• Extract verified email addresses using AI GTM System | Apollo.io - The Agentic System to Grow Revenue extension
• Extract direct phone numbers when available
• Input and organize company and executive data in structured Google Sheets
• Maintain clean, duplicate-free spreadsheets
• Follow client-provided qualification parameters
• Ensure data formatting consistency
• Flag questionable or incomplete data for clarification
• Send outreach emails using client-provided templates
• Manage follow-ups
• Support LinkedIn connection requests
• Track outreach activity and responses
• Assist with light CRM organization

Lead Generation, Prospect Research Virtual Assistant

Business Development Rep

• Call warm leads and follow up enquiries and CRM leads
• Contact prospects who have requested information
• Book appointments and conduct sales conversations
• Understand prospect needs and desired outcomes
• Handle objections and follow up quotations and proposals
• Re-engage old leads and close suitable prospects
• Conduct outbound prospecting
• Contact businesses and potential partners
• Build business relationships
• Support tourism partnership outreach
• Conduct corporate accommodation outreach
• Follow up group accommodation enquiries and direct booking opportunities
• Identify new business opportunities
• Maintain accurate GoHighLevel pipeline records
• Track calls, conversations, and follow-ups
• Ensure leads receive timely follow-up
• Keep customer information and sales activity organised
• Learn and use AI-based lead generation and follow-up systems
• Participate in a sales interview and role-play; a paid trial period may be offered

Sales Closer – Business Development Representative

Executive Assistant

• Relaunch and manage the client's newsletter
• Organise and maintain an approximately 800-contact subscriber database
• Repurpose existing content, transcripts, and previous materials into newsletter content
• Format, schedule, and send newsletters
• Maintain mailing lists and monitor newsletter performance
• Suggest improvements for future newsletter editions
• Send emails to existing contacts in manageable batches
• Follow up with prospects when requested
• Maintain contact databases and track responses
• Provide inbox management, calendar scheduling, appointment coordination, document organisation, file management, data entry, simple document preparation, and research support
• Repurpose existing content into social media posts
• Schedule social media content and create simple graphics in Canva when needed
• Monitor comments and messages where appropriate
• Support customer follow-ups, CRM updates, research projects, event administration, workshop support, new client assistance, and process documentation as the role develops
• Help reduce administrative workload and improve business efficiency with minimal supervision

Administrative, Marketing Virtual Assistant

Video Editor

• Build and edit websites in GoHighLevel
• Build landing pages and sales funnels
• Create forms, surveys, and calendars
• Set up and maintain pipelines
• Build workflows and automations
• Set up email and SMS automation
• Set up products, payments, and checkout pages
• Connect domains and integrations
• Test funnels and systems before launch
• Troubleshoot GHL issues independently
• Manage membership and course areas
• Upload and organise content
• Ensure websites and funnels are mobile responsive
• Make basic HTML/CSS changes when required
• Create short videos for funnels, websites, courses, and marketing campaigns
• Edit short-form videos and promotional content
• Repurpose longer videos into shorter content
• Create simple videos for funnel or membership/course content
• Support multiple businesses and client projects
• Take projects from setup through testing and troubleshooting
• Provide flexible coverage for related tasks when needed

GHL Specialist, Video Editing

• Research and identify relevant B2B prospects and potential clients
• Build and maintain prospect lists based on the client’s target market and Ideal Customer Profile (ICP)
• Identify relevant decision-makers within target companies
• Conduct prospect research and gather information for personalized outreach
• Maintain accurate prospect information and outreach records
• Conduct consistent LinkedIn prospecting and outreach
• Send connection requests and relevant follow-up messages
• Personalize outreach based on prospect and company information
• Monitor responses and identify prospects showing buying interest
• Move qualified or interested prospects toward scheduled discovery or consultation calls
• Qualify prospects based on the client’s defined criteria
• Respond professionally to initial prospect inquiries
• Coordinate with the client when prospects demonstrate interest
• Schedule qualified appointments directly onto the client’s calendar
• Ensure appointments are properly documented and communicated
• Track outreach activity, responses, interested prospects, appointments, and agreed metrics
• Provide regular updates on outreach activity and results
• Prioritize high-value activities within the weekly hour limit
• Use Claude AI and other client-provided prospecting or research tools as applicable
• Maintain timely and professional communication via email and WhatsApp