Virtual Assistant – Lead Follow-Up & Activation

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TYPE OF WORK

Full Time

SALARY

5/hr

HOURS PER WEEK

40

DATE UPDATED

Mar 9, 2026

JOB OVERVIEW

Overview

We are hiring a detail-oriented Virtual Assistant to support our client's initiative by following up with inbound leads and helping convert them into verified Percapita account users.

Your role will be to quickly contact new opt-ins, guide them through the account setup process, and track activation progress. This role combines lead follow-up, basic customer support, and simple reporting.

The goal is to remove friction for new leads and increase the number of verified Percapita accounts created.

Responsibilities
• Follow up with every lead landing page opt-in within 24 hours
• Drive conversion from MQL (Marketing Qualified Lead) ? Verified Percapita Account
• Send personalized emails and short Loom videos to guide leads through the next step
• Clearly explain the process of opening and verifying a free Percapita account
• Answer basic questions and remove friction in the onboarding process
• Confirm when accounts are successfully created and verified
• Document all activity in a shared Google Sheet tracker
• Track MQL volume, contact attempts, and verified activations
• Maintain a structured follow-up cadence until the account is opened or the lead becomes unresponsive
• Provide weekly reporting on lead activity and conversion performance

Baseline KPIs (Subject to Change)
These KPIs are initial benchmarks and may be adjusted as the program evolves.
Response Speed 100% of new opt-ins contacted within 24 hours
Follow-Up Consistency Minimum 3–5 follow-up attempts per lead before marking unresponsive
Conversion Target 20–40% conversion rate from MQL ? Verified Percapita Account
Tracking Accuracy 100% of leads logged and updated in the Google Sheet

Weekly summary including:
Total opt-ins
Contact attempts
Verified account activations
Conversion rate

Ideal Candidate
• Strong written English
• Comfortable recording short Loom videos
• Organized and detail-oriented
• Comfortable using Google Sheets and email tools
• Experience with lead follow-up, customer support, or appointment setting preferred
• Reliable and responsive

Success in This Role
Success means quick follow-up, clear communication, and maximizing the number of verified Percapita accounts created from inbound leads.

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