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Intro: Virtual Assistant for Sales Case Study with HealthTech2Care
HealthTech2Care is a B2B marketing agency that serves as a growth partner for health tech companies, with operations in the US. Founder Bert Fernandez needed a virtual assistant for sales operations — someone to manage lead follow-ups, nurture prospects, coordinate with the appointment center, and handle client reporting. Not a cold caller. Not an SDR. A virtual assistant for sales who could own the entire post-lead-generation process.
We placed Natalia in 2022. She's been with HealthTech2Care for over two years. When the business outgrew what one person could handle, Bert came back and hired Maria through HireUA as well.
Here is their story.
The Challenge of Hiring a Sales Virtual Assistant
Bert was hands-on-keyboard with everything. Every lead that came in, every follow-up, every client report — it all ran through him.
In outbound marketing, getting a lead is only half the battle. Someone says "Hey, I'm interested" or "I want to meet" — and then the real work starts. Nurturing that relationship, coordinating the handoff to the appointment center, managing the follow-up sequences.
As HealthTech2Care grew, Bert couldn't keep up with the volume. He needed someone who could take ownership of those lead conversations and run them without his input at every step.
The Hire
HireUA placed Natalia as his first Virtual Assistant for sales operations. Bert calls her "an A-player."
Her role covers inbox management, reporting, lead handoffs, and everything involved in outbound marketing from the moment a lead comes in to the moment a client sits down for a sales meeting.
She didn't just manage tasks. She took ownership. To the point where Bert's own clients mention Natalia by name in their testimonials.
"There's a lot of marketing agencies out there that like to call that role "Inbox Manager" — but Natalia has been more than just that for us."
As the business scaled from 3-4 clients to 10-12, one virtual assistant for sales wasn't enough. Bert came back to HireUA and hired Maria as a second placement. Now they split accounts — Natalia takes five or six, Maria takes four or five — and Natalia has become a mentor to Maria, setting the standard for what good looks like.
"Natalia has been in a way a sort of mentor for that new resource — just showing her the ropes, like, here's what good looks like with what we're doing from an operations standpoint."
The Numbers from Hiring a Virtual Assistant for Sales
The numbers speak for themselves. Natalia has been a part of following up on over 1,200 qualified leads across healthcare and life sciences, helping book over 300 qualified meetings with prospects.
On the reporting side alone, what used to take 8-10 hours a week now takes minutes. They've built automations on the back end, but Natalia is the one running them.
"We went from reports taking 8 to 10 hours a week to now — she's able to click it out with her fingers, send out a report in 5 to 10 minutes per client."
Bert has now been through two hiring rounds with HireUA, vetting 10-20 candidates across both. His reason for coming back is straightforward:
"You guys take the logistical intensity off my plate. Posting job descriptions, vetting candidates, setting up interviews — you handle all of that. You also bring access to talent overseas that's more economically advantageous than hiring from the US or going through traditional channels like Upwork. There's a lot of noise on those platforms, but you go directly to the people that meet the qualifications."
The hiring process itself? Submit a job description, get feedback on what to include, and then show up to interviews with pre-vetted candidates. That's it.
Other Resources For Hiring a Virtual Assistant for Sales
- The Ultimate Guide to Hiring an Inbox Manager (Updated for 2026)
- B2B Lead Gen: How To Outsource Getting Leads
- How to Use an Inbox Manager with Smartlead to Scale
Hire a Virtual Assistant for Sales Like Natalia & Maria
If you're running a B2B agency or sales-driven business and you're still managing every lead follow-up, every client report, and every handoff yourself — that's the bottleneck.
We source, vet, and place virtual assistants for sales from Eastern Europe and Latin America who can own your client operations, not just check boxes.
To hire a Virtual Assistant for sales functions (or others), click there to start hiring.