What to include
- Research and clean prospect records
- Run approved first-touch outreach
- Capture qualification notes and schedule next steps
Prospecting and appointment support
Sales Support Assistants
Give your sales team a Philippines-based assistant for list research, first-touch outreach, qualification notes, CRM hygiene, and booked-call coordination.
The goal
Give this work one clear owner.
The role works best when routine actions are written down and exceptions have a named path back to your team.
GOOD OPERATING OUTCOME
Salespeople spend more time on qualified conversations and less time cleaning lists or chasing calendars.
What you keep
- Approved audience and message library
- Consent and do-not-contact rules
- No invented claims or pricing promises
First-week plan
- Define the ideal prospect and disqualifiers
- Review sample messages and calls
- Launch a small list with daily checks
The working loop
Request in. Next step clear. Result recorded.
A simple loop is easier to teach, review, and improve than a long list of loose duties. Give each task a source, owner, approval point, and done state.
Useful outputs
What the team should be able to see.
Clean lead listOutreach logQualification notesBooked meetings
Works with: CRMWorks with: EmailWorks with: CalendarWorks with: Prospecting tools
Start with the work
Ready to scope sales support assistants?
Share your examples, schedule, tools, and manager-only decisions. We will shape a Philippines-based role brief around the real work.