Role

Sales & Lead Generation

Sales VAs handle the work that keeps closers from closing — prospect research, list building, outbound sequences, follow-ups, and pipeline hygiene. They feed your reps qualified opportunities and keep the CRM honest.

What they handle

  • Prospect research
  • Outbound sequences
  • Pipeline updates
  • Appointment setting

Best for

  • B2B teams running outbound
  • Founders doing their own selling
  • Agencies and consultants prospecting at scale

Tools they use

ApolloZoomInfoOutreachSalesloftHubSpotSalesforce

Where a Sales VA earns their keep

Closers should close. Every hour your sales team spends on prospect research, list building, calendar coordination, CRM updates, or outbound sequence drafting is an hour they're not on a call moving deals forward. A Sales & Lead Gen VA owns the top of the funnel and the back-office hygiene so your closers stay in front of customers.

We've seen clients double outbound activity (and bookings) within 60 days simply by handing the prospecting and follow-up workflow to a dedicated VA. The closers don't work harder — they just spend a higher percentage of their day on revenue-generating conversations.

What a typical week looks like

150–300 net-new prospects researched and added to your CRM. Outbound sequences drafted and queued for closer review. Inbound lead enrichment and routing. Pipeline hygiene — stage updates, missing fields, follow-up reminders. A Friday pipeline report ranking deals by stage and last-touched date so nothing slips through the cracks.

How a Sales VA changes a closer's day

Before a Sales VA, a typical closer's day looks like this: 30% of time on actual sales conversations, 25% on prospecting and list building, 20% on CRM updates and follow-up tasks, 15% on calendar coordination and meeting prep, and 10% on internal admin. After a Sales VA, the same closer's day shifts dramatically: 60–70% of time on actual sales conversations, with the operational work owned by the VA. That shift alone — without changing close rate or deal size — is usually enough to double pipeline within a quarter.

The math compounds because closers in flow stay in flow. Every context switch from 'on a sales call' to 'updating Salesforce' has a measurable cost in conversion. A Sales VA's real job isn't just doing tasks faster than the closer would — it's protecting the closer's most valuable asset, uninterrupted time in front of customers.

What we won't do (and what your closers should keep)

We don't have VAs run live discovery calls or cold-call decision-makers without your sign-off — that's the closer's job, and the brand and judgment risk is too high to delegate. The dividing line is clear: the VA owns research, list building, sequence drafting, scheduling, follow-up reminders, and CRM hygiene. The closer owns the live conversations, custom proposal work, and any negotiation where commercial terms are on the table. That division keeps quality high and lets the closer go faster than they ever could solo.

Sample responsibilities

A snapshot of the work a Sales & Lead Generation ships day-to-day. Your SOPs and priorities shape the actual mix.

Build targeted prospect lists in Apollo, ZoomInfo, or LinkedIn Sales Navigator
Verify and enrich contact data — emails, titles, and firmographics
Launch and monitor outbound email and LinkedIn sequences
Respond to replies, qualify interest, and book discovery calls on your calendar
Update the CRM in real time — stages, notes, next steps, and tasks
Run follow-up cadences on stalled deals and re-engage closed-lost accounts

Example deliverables

Concrete artifacts your Sales & Lead Generation ships on a recurring cadence — so you always know what's coming and when.

Weekly prospect list

Weekly

Fresh, ICP-matched contacts loaded into your sequencer with verified emails and personalization fields ready.

Outbound sequence launched

Weekly

Email and LinkedIn sequences live and monitored, with replies triaged and qualified on the same business day.

Booked discovery calls

Ongoing

Qualified meetings on your reps' calendars with calendar invites, prospect notes, and pre-call briefs attached.

Pipeline hygiene report

Weekly

Every open deal has a current stage, next step, and date — closed-lost re-engagement queued where it makes sense.

What "done" looks like

Measurable success criteria we hold the work to — reviewed weekly with your account manager.

  • Sequences launched on schedule with zero formatting errors
  • Every reply triaged within one business day
  • Booked meetings include a brief and confirmation no-show rate stays low
  • Pipeline shows 100% of deals with a next step and date
FAQs

Common questions about hiring a Sales & Lead Generation

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Resources

Guides for hiring & working with a Sales & Lead Generation

Practical playbooks to set your VA up for success from day one.