Inside Sales Associate

Keep pipeline moving with daily outreach, clean notes, and booked appointments.

What Inside Sales Associates Can Help With

Key Responsibility Summary

Builds pipeline with daily outreach, clean records, clear next steps, and steady appointment flow.

Who This Is For

Leads sit unworked, follow-up is inconsistent
Appointment setting consumes founder time
CRM notes are missing or out of date

Lead Generation & Qualification

Research and segment leads, run cold and warm outreach, leave voicemails that get callbacks, and use social or webinars to attract new prospects.

Sales Communication & Outreach

Write and send email campaigns, build templates, personalize outreach, handle inbound inquiries, and follow up reliably to move leads forward.

Lead & CRM Management

Update the CRM and trackers, log sources and conversion points, complete fields accurately, and maintain data hygiene.

Sales Reporting & Improvement

Create sales reports, analyze trends, flag opportunities for improvement, support automation, and recommend changes to boost conversion.

Appointment & Meeting Coordination

Book and confirm appointments, manage calendars, prep for calls or demos, and reduce no-shows with follow-up messaging.

Process & Tool Support

Support implementation of sales systems, learn new tools, troubleshoot issues, and contribute to process improvements that scale.

Featured Support Snapshot

Sample Weekly Rhythm

Daily: Outreach blocks, follow-up messages, CRM updates

Weekly: Pipeline review, script adjustments, lead prioritization

End of Week: Metrics summary and next week planning

Sample KPIs

Conversations per day and week — target set by list size

Appointments booked per day — target range agreed

Show rate and conversion to next step — trending up

CRM fields complete and accurate — 98%

Common Tools

CRM of choice (HubSpot, Salesforce, etc.), dialer or SMS tool, Google Calendar, Google Sheets, and scheduling links like Calendly.

30 / 60 / 90 Day Plan

30 Days — Launch Scripts & Appointment Flow

Cold and warm outreach cadences go live. Initial leads are segmented and appointments are being booked consistently.

60 Days — Improve Conversion & Refine Messaging

Show rates increase, common objections are handled confidently, and touchpoints are more personalized and efficient.

90 Days — Maintain Momentum & Optimize Systems

Pipeline velocity is steady. CRM fields are reliable. Weekly outreach and reporting rhythms are automated and accountable.

Inside Sales Associate Overview

An Inside Sales Associate Virtual Assistant keeps your pipeline warm and working. From research to outreach to scheduling, they handle the groundwork that keeps deals moving forward.

Lead Generation, Segmentation & CRM Hygiene

Email Campaigns, Follow-Up, Appointment Setting

Sales Reporting, Messaging Strategy & Tool Management

With a steady sales engine in place, your team can focus on closing—not chasing.

Need help defining the right hire?

Strategies are custom-built for your business—role clarity, interviews, onboarding, and leadership rhythms. Direct-hire, no middleman. Typical VA rates range $4–$7/hr (varies by skill and experience).

Download my Virtual Assistant Role Guide and pinpoint where you need support to free your time and turn help into real leverage.