Part-Time Virtual Assistant Role (Philippines-Based)

**Position Title:** Virtual Assistant – Campaign & CRM Coordinator

**Reports To:** Max Fortune, CEO

**Schedule:** Monday–Friday, 10:00 AM–2:00 PM EST (4 hours/day)

**Location:** Remote (Philippines)

Role Summary

You will provide direct operational and administrative support across high-impact initiatives, including:

- Fundable Futures sponsorship coordination
- Get Biz Credit Workshop follow-up & automation
- BizSocials investor outreach and content support
- CRM/Email list updates and workflow checks

This is a critical, high-efficiency role requiring excellent organization, strong attention to detail, and proactive communication.

Daily Task Schedule (10:00 AM – 2:00 PM EST)

·         10:00 – 10:30 AM | Morning Prep

- Check and flag important emails
- Review daily priorities in Teams & CRM
- Check all assigned automations are firing in Make

·         10:30 – 11:00 AM | Workshop Support (Get Biz Credit)

- Send follow-up emails to recent workshop registrants
- Confirm calendar invites & reminder sequences are active in Sendiio
- Prepare Canva flyers for upcoming workshops (if needed)

·         11:00 – 11:45 AM | Fundable Futures

- Send follow-up messages to potential sponsors
- Update sponsor pipeline sheet in Google Drive
- Save signed NDAs and proposals in correct Teams folder

·         11:45 – 12:30 PM | BizSocials Launch & Investor Outreach

- Respond to investor inquiries and send pitch deck or NDA
- Tag investor contacts in CRM and update tracking sheet
- Upload youth content reels or testimonials to Google Drive

·         12:30 – 1:30 PM | CRM & Email Automation

- Import new leads from registration forms to CRM
- Tag them properly and enroll in follow-up drip sequences
- Confirm SMS/email delivery rates and resolve issues

·         1:30 – 2:00 PM | Admin Close-Out & Report

- Send short daily update in Teams (Completed/Delayed/Blocked)
- Confirm next-day calendar invites are in place
- Clean and organize any new uploads or folders created that day

Weekly Responsibilities (Condensed)

·         Monday: Prioritize new leads from over the weekend; ensure all follow-ups from Fri-Sun are completed

·         Tuesday: Assist with flyer creation, content updates for social posts or workshop reminders

·         Wednesday: Mid-week automation check and BizSocials investor communications

·         Thursday: Follow-up with any unresponsive leads or pending scheduling items

·         Friday: Compile short weekly activity summary for CEO and organize Teams folders

Tools You’ll Use

·         - Gmail/Outlook

·         - Portal/CRM

·         - Make (formerly Integromat), Sendiio

·         - Google Calendar, MS Bookings

·         - Photosho[ (basic flyer editing)

·         - MS Teams, Zoom

·         - Google Drive, SharePoint