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I’m looking for a detail-oriented virtual assistant to join scheduled product-demo calls with software vendors, ask prepared questions on my behalf, and set up any trial or free accounts we decide to explore further. You should be comfortable navigating SaaS dashboards at an intermediate level — able to capture screenshots of pricing tiers, feature settings, and key workflows while the vendor’s rep walks through them What the work involves: • Joining 30–60 minute demo calls via Zoom [The Administrator removed this message for encouraging communication outside Freelancer.com. which breaches our Terms and Conditions.] • Following a provided question script during each session • Setting up free/trial accounts after calls using credentials I supply • Sending a short email summary after each session: key points, screenshots, vendor-suggested next steps requirements: • Professional English on video, quiet background, reliable internet • Available during standard US business hours (EST or PST) • Responsive and punctual • Comfortable with SaaS tools and learning new platforms quickly
Project ID: 40416498
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Active 3 days ago
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45 freelancers are bidding on average $1,806 USD for this job

With over a decade of experience in full-stack architecture and high-scale systems, I understand your need for a detail-oriented virtual assistant to join product-demo calls with software vendors. My background in scaling Telegram Mini Apps to serve over 1 million users directly applies to the complexity of navigating SaaS dashboards and capturing key workflows. For strategic insight, ensuring the scalability and security of your trial account setups is crucial. I have a proven track record of handling high-security FinTech systems, making me well-equipped to handle sensitive account credential setups. My experience in setting up and managing trial accounts for large user bases demonstrates my ability to handle this task efficiently. I invite you to take action by reaching out to discuss how I can support your project further. Let's connect to dive into the roadmap and ensure a successful collaboration.
$2,400 USD in 30 days
9.0
9.0

Hi I can support your vendor-demo process by joining scheduled calls, following your prepared question script, and capturing clear notes from each software walkthrough. The main operational challenge is making sure every demo is evaluated consistently, with pricing, features, setup steps, limitations, and vendor recommendations documented accurately. I’m comfortable navigating SaaS dashboards, reviewing pricing tiers, checking feature settings, testing trial accounts, and taking organized screenshots during product demos. I can also set up free or trial accounts using the credentials you provide and summarize the key findings in a clear post-call report. My focus will be punctual communication, professional English, attention to detail, and making sure you have enough information to compare vendors confidently. I can work within Freelancer’s communication rules and keep all coordination properly handled through the platform. Thanks, Hercules
$3,000 USD in 15 days
6.7
6.7

Hello, I’m interested in supporting your need for a detail-oriented virtual assistant to join SaaS product demo calls, actively capture structured insights, and handle post-call setup and documentation. I understand the role requires more than passive note-taking. You need someone who can follow a prepared script, ask targeted clarifying questions during vendor presentations, and identify important details such as pricing tiers, feature limitations, onboarding steps, and workflow capabilities. I’m comfortable working in live call environments and maintaining focus on accuracy while engaging professionally with vendors. During each session, I can: Join scheduled 30–60 minute demo calls and follow your provided questionnaire precisely Ask follow-up questions when clarification is needed to ensure no critical detail is missed Capture screenshots of dashboards, pricing pages, feature settings, and workflows in real time Set up trial or free accounts immediately after calls using your provided credentials Organize findings clearly for easy comparison across vendors After each session, I will deliver a concise written summary including key takeaways, notable limitations, vendor recommendations, and next-step actions, along with properly labeled screenshots for reference. I would be glad to discuss your workflow expectations and align on a standardized format for call notes and reporting.
$1,550 USD in 7 days
6.8
6.8

Hi There!!! ★★★★ ( Reliable SaaS demo support VA for structured calls, notes & trial setup ) ★★★★ Project understanding: I understand you need a virtual assistant to join SaaS demo calls, follow structured questions, take detailed screenshots, and set up trial accounts after each session, plus send concise summaries with insights and next steps. ⚜ Attend SaaS demo calls (Zoom) with professionalism ⚜ Follow prepared question scripts accurately ⚜ Capture screenshots of dashboards, pricing & workflows ⚜ Create and configure trial/free accounts ⚜ Write clear post-call summaries via email ⚜ Organize vendor insights & key findings ⚜ Maintain punctuality across US time zones I have experience as a virtual assistant handling SaaS tools, documentation, and client communication. I’m comfortable learning new platforms quickly and staying structured during live sessions. My approach is to stay fully attentive during demos, capture everything important, and deliver clean organized summaries so you can compare vendors easily. I’m reliable, quick to adapt, and ready to start immediately. Warm Regards, Farhin B.
$1,100 USD in 10 days
6.6
6.6

Hi, I can help you handle these vendor product-demo sessions professionally and keep everything organized afterward. I’m comfortable joining SaaS demo calls, following a prepared question script, taking clear notes, capturing useful screenshots of pricing, settings, dashboards, and workflows, then setting up trial/free accounts using the details you provide. Here’s how I’ll complete each session: Review your question script before the call Join on time with a professional setup and clear English Ask the required questions and note vendor answers Capture relevant screenshots during the walkthrough Set up trial/free accounts after approval Send you a concise summary with key points, screenshots, and next steps Small suggestion: we can use a simple repeatable summary format for every vendor, so it’s easy for you to compare pricing, features, limitations, and follow-up actions side by side. I’m punctual, responsive, and quick at learning new SaaS platforms. I’d be happy to support you on these demo calls and make the vendor evaluation process smoother. Md. Shahadat Hossain
$1,550 USD in 7 days
6.2
6.2

Hi there, I like how you have outlined your project description and the clear expectations for this role. You are seeking a detail-oriented virtual assistant to participate in SaaS product demo calls, manage question scripts, set up trial accounts, and provide concise follow-up summaries. This requires strong communication skills, technical aptitude with SaaS platforms, and reliability during US business hours. With several years of experience as a virtual assistant supporting SaaS vendors and startups, I am confident in my ability to navigate complex dashboards, collect essential data such as pricing and feature details, and deliver professional summaries via email. I am comfortable on Zoom calls maintaining clear audio and video, and possess a disciplined approach to punctuality and responsiveness. My previous clients have benefited from my thoroughness in capturing key workflow elements and vendor recommendations, enabling them to make informed decisions quickly. I am confident I can provide you with well-organized, actionable insights from each product demo to streamline your evaluation process. I would love to discuss how I can contribute to your team and ensure seamless coordination for these demos. Please feel free to reach out if you have any questions or would like to schedule an interview.
$2,100 USD in 14 days
5.9
5.9

I’ve helped clients evaluate multiple SaaS tools by joining demo calls, asking detailed questions, and setting up trial accounts right after. This approach saved them time and kept the follow-up organized with clear summaries and screenshots. For your project, I’ll join each Zoom call on time, follow your question script closely, and capture screenshots of pricing, features, and workflows as the vendor presents. Afterward, I’ll set up trial accounts using your credentials and send a concise email with the main takeaways and suggested next steps. Would you prefer the summary emailed immediately after the call, or grouped daily if multiple demos happen? Also, do you want me to flag any confusing or missing info during the calls for your review? I understand the importance of clear communication and smooth SaaS navigation to keep your evaluations efficient. I’m ready to start whenever you are.
$1,550 USD in 7 days
6.0
6.0

As a software engineer with a focus on full-stack web development, I am well-versed in the very technology that powers the SaaS platforms you seek assistance with. I not only have hands-on experience navigating and configuring SaaS tools but have also developed an intuitive ability to quickly learn new platforms. My web development proficiency in JavaScript and PHP also ensures that joining demo calls via Zoom for you would be a smooth-sailing process, allowing me to capture essential screenshots, pricing tiers, feature settings, and key workflows on the fly. Moreover, my skillset in network security perfectly compliments the need for professional English, quiet background, and reliable internet connection which are pivotal for effective virtual interactions. I understand the importance of punctuality and responsiveness for this role, given the standard US business hours it operates within, and guarantee my unwavering dedication to maintaining it.
$2,733.30 USD in 30 days
5.4
5.4

Hello, I am Vishal Maharaj, a seasoned professional with 20 years of expertise in PHP, JavaScript, Software Architecture, and SaaS. I have carefully reviewed your project requirements and am confident in my ability to assist you effectively. For the Virtual Assistant role in managing SaaS product demos and trial account setups, I propose to actively participate in scheduled demo calls, ask insightful questions as per your guidelines, proficiently navigate SaaS dashboards, and diligently set up trial accounts based on provided credentials. I will ensure to deliver comprehensive email summaries post each session, highlighting key points, including screenshots, and recommended next steps from the vendors. If my approach aligns with your vision, I would be delighted to discuss this project further. Please feel free to initiate a chat. Cheers, Vishal Maharaj
$3,000 USD in 20 days
5.8
5.8

I noticed you want clear screenshots of pricing tiers and feature settings — that's where decisions get made, not in the vendor's slide deck. Most demos gloss over which features are actually available on a trial versus paid tiers; clients end up chasing reps later. I’ll capture timestamped screenshots and note whether a feature is demo-only, trial-enabled, or gated behind a paid plan. I’ll join Zoom calls, follow your question script, set up trial accounts using the credentials you supply, verify signup and basic workflows, and store annotated screenshots in a shared Google Drive folder. Each follow-up email will be a one-paragraph summary with three action items and the screenshots attached. Quick question: do you want screenshots annotated inline or just raw images in Drive?
$1,550 USD in 7 days
4.8
4.8

Greetings, I understand you need a virtual assistant to join product demo calls with software vendors, ask prepared questions, set up trial accounts, and send email summaries with screenshots. You need professional English on video, quiet background, reliable internet, US business hours availability (EST or PST), and comfort with SaaS dashboards. Here is how I will work: I will join each 30 to 60 minute demo call via Zoom. I will follow your provided question script exactly. I will capture screenshots of pricing tiers, feature settings, and key workflows during the demo. After the call, I will set up free or trial accounts using credentials you supply. I will then send you a short email summary including key points, all screenshots, and the vendor's suggested next steps. I am professional on video, have a quiet background, reliable internet, and am available during US business hours. I am comfortable learning new SaaS platforms quickly. I am ready to begin as soon as you share the question script, the vendor call schedule, and any credentials for trial accounts. Thanks, Revival
$100 USD in 7 days
4.8
4.8

Hi, The goal is to streamline SaaS product demo processes by efficiently handling vendor calls, setting up trial accounts, and summarizing key points post-call. The real challenge lies in ensuring seamless communication, accurate account setup, and detailed documentation. With 6+ years of experience in Software Architecture and Virtual Assistant roles, I excel in managing complex systems and providing top-notch customer service. Leveraging PHP and JavaScript, I will automate account setup processes for swift execution. My certification in AI Automation Engineering validates my expertise in optimizing workflows for maximum efficiency. I have successfully implemented similar solutions, resulting in a 30% reduction in demo setup time for a previous client. I am confident that my skills and experience make me the ideal candidate for this project. I have a few questions about the project. Please feel free to message me via chat. My time zone is flexible, so I can easily work around yours. Cheer, Dax.M
$1,800 USD in 7 days
4.6
4.6

Hi ther,e You need a SaaS-fluent VA who understands dashboards, not just joins calls. With 8+ years as a Product Designer specializing in SaaS products, I navigate pricing tiers, feature settings, and onboarding flows at a level that goes beyond note-taking. Here is what I will deliver for each session: ✅ Join Zoom demo calls following your prepared question script, asking informed follow-ups where needed ✅Capture organized screenshots of pricing tiers, feature settings, and key workflows ✅ Set up trial accounts using your credentials, noting friction points or missing features ✅ Send a clear post-call email: key points, screenshots, vendor next steps, and my product observations I work regularly with US-based clients across EST and PST hours. My Freelancer profile shows 96% on-time delivery across 140+ reviewed projects, with consistent praise for communication and punctuality. Proposed rate: $40 per completed session (call + account setup + summary email). Open to a flat package if you have a fixed number of vendors planned. Please check my full profile and reviews at freelancer.com/u/Orko30. One question: how many vendor demos are you planning over the next 30 days? That helps me offer the right package rate. Thanks Galib
$2,000 USD in 24 days
4.6
4.6

Respectively Sir/Ma'am, Have a Pleasant Day Ahead ! I carefully had read your requirements in your job post on freelancer.com I am glad to inform you that I have same extensive experience that you are looking for. I have done similar work earlier in my past and I will share during project discussion. Please share your exact project requirements, So, I can understand your requirements & I will come to know that what do you exactly needs to develop and I will be feeling happy to work with you. Cost and timeline depends on your project or task requirements Price is negotiable and I will work in your budget. No upfront payment will be charged. Always work in milestones. Looking forward for your positive response. Kind Regards, Sneha Kanwar
$1,550 USD in 7 days
4.7
4.7

Hello, I checked your project "Virtual Assistant for SaaS Product Demos & Trial Account Setup" and I already have a clear idea how to deliver this efficiently. I have solid experience in PHP, JavaScript, Data Entry, Software Architecture, Virtual Assistant, Customer Service, Time Management, Documentation, Zoom, SaaS, and I’ve worked on similar projects where I delivered high-quality, scalable, and clean solutions. Why choose me? • Strong expertise in PHP, JavaScript, Data Entry, Software Architecture, Virtual Assistant, Customer Service, Time Management, Documentation, Zoom, SaaS • Clean, optimized, and scalable code • Fast communication and daily updates • 100% focus on delivering results, not just code If needed, I can also suggest improvements to make your project even better. Let’s connect I’m ready to start right away. Best regards, Umer
$1,500 USD in 2 days
3.8
3.8

Capturing detailed pricing and feature information during vendor demos requires careful attention to detail, and that's exactly what I specialize in. I've previously supported software evaluation processes for several clients, documenting SaaS platform capabilities and setting up trial accounts based on their specifications. I'm confident in my ability to follow your provided question script, accurately capture screenshots of pricing tiers and workflows, and deliver concise email summaries after each 30-60 minute Zoom call. Given the 7-day timeline and the need for careful documentation, I estimate I can comfortably handle the required tasks, delivering the summaries within 24 hours of each demo.
$1,714 USD in 7 days
3.7
3.7

Dear Sir, I am thrilled to bid your project. I understand you need a reliable virtual assistant to attend SaaS demo calls, follow a structured question script, capture key insights, and set up trial accounts efficiently. I can join Zoom sessions professionally, communicate clearly, and ensure all required questions are covered while keeping the conversation smooth and organized. During demos, I will capture structured notes and screenshots of pricing tiers, features, workflows, and any critical configurations discussed. After each session, I will set up trial accounts using your provided credentials and explore the dashboard to confirm key features and usability. You will receive a concise summary email including key takeaways, screenshots, and recommended next steps based on the vendor’s input. I am comfortable navigating SaaS platforms quickly and adapting to new tools while maintaining accuracy and attention to detail. I can reliably work within US business hours with strong communication and punctuality. My focus is to represent you professionally while ensuring you get clear, actionable insights from each demo. Before we begin, how structured do you want the post-call summaries—brief bullet points or a more detailed comparison-style report? Sincerely, Adison.
$1,550 USD in 7 days
3.8
3.8

Hi, I’m a detail oriented virtual assistant with experience joining software demo calls, following structured question scripts, taking organized notes, and summarizing SaaS features, pricing, workflows, and next steps clearly after each session. I have done similar work where I attended vendor demos, asked prepared discovery questions, compared SaaS dashboards, captured screenshots of settings and pricing pages, and created short summaries for the client to decide which tools were worth testing further. I’m comfortable navigating new platforms, setting up trial accounts with provided credentials, and documenting key workflows in a clean and practical format. I can be available during US business hours, join calls professionally, keep a quiet background, and provide a concise email summary after each demo with screenshots, important answers, pricing notes, trial details, and vendor recommended next steps. Best regards, George
$1,500 USD in 7 days
3.8
3.8

As a seasoned, highly-skilled Virtual Assistant with a specific expertise in customer service roles for SaaS platforms, I am confident in my ability to meet and exceed your expectations for this project. I have vast experience managing daily tasks efficiently for startups and businesses, and my different administrative skills make me a strong fit for this role. My fluency in professional English, alongside my clear communication skills, will ensure our interaction on video calls proceeds without a hitch. Additionally, I have a reliable internet connection and can work seamlessly during standard US business hours, meeting all deadlines. One of my key strengths lies in my keen eye for detail—which will be critical for capturing screenshots of pricing tiers, feature settings, and essential workflows during the product-demo calls. My competence in data entry guarantees credential handling while setting up free/trial accounts. Besides, my competency extends to providing comprehensive email summaries documenting the key points and screenshots from each session in a coherent and concise manner. Throughout my career as a freelancer, I have consistently demonstrated high professional standards and the ability to surpass client expectations with every task assigned to me. Choose me as your virtual assistant, and rest assured you'll receive nothing but thoroughness, efficiency, timely delivery and utmost dedication from me. Let's collaborate!
$1,550 USD in 1 day
3.1
3.1

Hi there, My name is Everett, and I’m excited about the opportunity to support your SaaS product demos as a virtual assistant. I understand the importance of capturing crucial details during demo calls and assisting in setting up trial accounts efficiently. With my experience in SaaS environments, I can navigate dashboards with ease, ensuring that I capture screenshots of pricing tiers, features, and key workflows accurately. I’m adept at following scripts to ask pertinent questions during calls, keeping your interests at the forefront. After each session, I’ll provide a concise email summary detailing key points discussed, along with the necessary screenshots and follow-up steps suggested by the vendor. I’m available for real-time communication according to your preferred time zone and can start within 12 hours of commencement. Q1: How often do you anticipate these demo calls occurring each week? Q2: Are there specific platforms or tools you prefer for trial account setups? Q3: What specific outcomes do you aim to achieve from these demos? I look forward to the possibility of working together. Best regards, Everett
$1,720 USD in 1 day
2.9
2.9

New York, United States
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