CPT-11741 B2B Legal Services Outreach & Lead Generation Virtual Assistant

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Title: CPT-11741 B2B Legal Services Outreach & Lead Generation Virtual Assistant

Independent Contractor – CPT-11741 B2B Legal Services Outreach & Lead Generation Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A Houston-based mobile notary services company seeks an experienced Business Support VA to support B2B outreach, law firm contact research, lead verification, and introductory business development calls.

The company works with attorneys, paralegals, legal assistants, and case managers who require mobile notary and related services. The VA will help maintain contact with existing referral sources while developing accurate contact lists for prospective legal clients.

The ideal candidate will have direct outbound calling experience, excellent English communication, confidence speaking with law firm staff, and strong follow-up skills.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

B2B Outreach & Contact Verification

• Call prospective law firms and existing business contacts using approved outreach lists
• Introduce the company's mobile notary services using provided messaging
• Identify appropriate paralegals, case managers, and legal assistants
• Verify current contact names, email addresses, and relevant business details
• Navigate receptionists and gatekeepers professionally
• Record confirmed contact information for future marketing outreach

Lead Management & Follow-Up

• Maintain organized records of law firm contacts and referral opportunities
• Follow up with contacts who have requested additional information
• Identify outdated or incorrect contact records and update the lead database
• Track call outcomes, contact dispositions, and follow-up requirements
• Coordinate interested contacts and inquiries with the business owner

Calling Administration & Reporting

• Conduct outbound calls through the company's designated phone system
• Follow approved calling scripts while maintaining natural conversations
• Provide routine updates on contacts verified, calls completed, and interested prospects
• Maintain accurate CRM or spreadsheet records
• Coordinate verified contacts with the marketing team for future campaigns

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Outbound B2B calling, lead generation, or prospecting experience required
• Excellent spoken English and professional telephone communication required
• Experience identifying decision-makers or relevant business contacts preferred
• CRM management and accurate contact-data entry experience required
• Experience calling law firms or professional services businesses strongly preferred
• Familiarity with cold outreach and routine objection handling required
• Appointment-setting experience preferred

IDEAL CANDIDATE PROFILE

• Confident and professional on the phone
• Comfortable contacting U.S. law offices and administrative staff
• Patient and persistent when navigating gatekeepers
• Organized and accurate with contact records
• Strong communicator with natural rapport-building skills
• Independent, coachable, and reliable with follow-up
• Comfortable with a research- and contact-verification-focused campaign

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• Quo – Client Phone System
• Microsoft Excel / Google Sheets
• CRM / Lead Tracking Platforms
• Email & Calendar Platforms
• Online Business Research Tools

Work Schedule

• Contracted Hours per Week: 10 hours/week (Hours may increase based on performance)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 10:00 AM–12:00 PM CST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level
• Contracted Hours per Week: 10 hours/week (Hours may increase based on performance)
• Daily Working Time: 10:00 AM–12:00 PM CST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Native or near-native English accent required)
• REGION PREFERENCES: Offshore or Nearshore

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!