This contains my sample project
AILYN CONCHA
SALES & LEAD GENERATION VIRTUAL ASSISTANT
COLD CALLING | APPOINTMENT SETTING | CRM & DATA MANAGEMENT
I am a Sales & Lead Generation Virtual Assistant with over 2 years of experience in call center
operations, specializing in ACA/Medicare campaigns and Debt Settlement. I help businesses
generate qualified leads, manage CRM databases, set appointments, and provide reliable
customer support to improve sales and client engagement. I focus on helping businesses
convert leads into clients while maintaining organized CRM systems and accurate databases.
Administrative
Support
• Data Entry
• CRM Management
• Email Handling
• Calendar Scheduling
Sales & Lead Generation
• Lead Research
• Lead Qualification
• Appointment Setting
• Cold Calling
Customer Support
• Inbound & Outbound Calls
• Problem Resolution
• Client Communication
Tools
• Google Sheets
• Microsoft Excel
• CRM Systems
• Canva
• Google Docs
• Slack
Services I Offer
✔ Cold Calling
✔ Lead Generation
✔ CRM Data Entry
✔ Appointment Setting
✔ Customer Support
✔ Data Management
✔ Client Follow-ups
✔ Inbound & Outbound Calling
Healthcare Lead Generation & Prospect
Database Management.
Organized and entered client information into structured spreadsheets for CRM use
while ensuring accurate contact details such as name, phone number, address, and
demographic information.
Tasks performed:
✔ Data entry
✔ Lead organization
✔ CRM data formatting
✔ Information verification
Lead Generation & Data Collection
Conducted lead research and compiled prospect lists including names, phone numbers, addresses,
and demographic information. Organized leads in structured spreadsheets for sales outreach and
CRM integration.
Tasks Performed
✔ Lead research
✔ Data collection
✔ Spreadsheet organization
✔ Contact verification
✔ Database management
CRM Data Entry & Sales Pipeline
Tracking
Managed and maintained CRM records by accurately entering and updating client information in a structured sales pipeline. Ensured data accuracy while
tracking account status, payment details, and campaign assignments to support the sales and operations teams. Helped keep the database organized and
up to date to improve workflow efficiency and reporting.
Tasks Performed
• Entered and updated client information in CRM and spreadsheets
• Maintained accurate sales pipeline records
• Tracked account status (Active, Cancelled, Pending, etc.)
• Organized client and campaign data for easy access
• Verified and corrected client details when necessary
• Assisted in monitoring payment status and enrollment information
• Maintained clean and structured databases for the sales team
Why Clients Choose Me
✔ 2+ years call center experience
✔ Strong communication skills
✔ Accurate data entry
✔ Fast learner
✔ Reliable and detail-oriented
Contact Information
Phone Number: -
Email:-Location: Quezon Avenue, Miputak, Dipolog City, Zamboanga del Norte
Time Zone: GMT+8 (Philippines)
Availability: Full-time / Part-time
Available for Remote Work
I am open to long-term Virtual Assistant opportunities and ready to support
your business.
Let’s work together to generate qualified leads, organize your CRM systems,
and help grow your business efficiently.