Real Estate Lead Follow-Up, CRM & Business Support Virtual Assistant

Job description

About this role

The client will provide all leads and prospect lists to be called. The VA is not responsible for sourcing or generating lead lists. This is intended to be a long-term position, with the opportunity for increased hours and responsibilities based on performance and business needs. The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Responsibilities

• Conduct cold and warm outbound calls to client-provided leads and prospect lists.
• Follow client-approved scripts, talking points and processes.
• Qualify basic interest, motivation, timeframe and real estate needs.
• Consistently follow up with prospects and existing leads by phone, text and/or email as directed.
• Nurture leads requiring future follow-up.
• Schedule qualified buyer and seller appointments with the agent.
• Promptly identify interested or time-sensitive prospects requiring agent attention.
• Record detailed notes, dispositions, next steps and follow-up dates.
• Maintain accurate records in Follow Up Boss.
• Update lead stages, tags, notes, tasks and follow-up activities.
• Organize and clean CRM records as needed.
• Ensure leads requiring future follow-up do not fall through the cracks.
• Provide basic activity reporting on calls, conversations, follow-ups and appointments.
• Organize existing Canva files, folders, templates and marketing assets.
• Update and refresh existing Canva content and templates using established branding.
• Make basic updates such as photos, dates, prices, property information and status changes.

Qualifications and requirements

• Cold calling or outbound customer communication experience.
• Strong verbal and written English.
• Strong organization and follow-up skills.
• Professional telephone presence.
• U.S. residential real estate experience.
• Real estate cold-calling, lead follow-up or appointment-setting experience.
• Follow Up Boss experience.
• Social-media scheduling/management experience.
• General business or executive administrative support experience.
• Natural, professional and personable phone presence.
• Confident and comfortable making outbound cold and warm calls.
• Strong follow-up and appointment-setting ability.
• Well-organized, reliable and detail-oriented.
• Comfortable working independently within a CRM.
• Able to take initiative after learning the client's processes.
• Able to follow established systems while recognizing items that require the agent's attention.
• Willing and able to learn Canva, social media, and other business workflows as needed.