CPT-11459 Real Estate Lead Qualification & Appointment Setting Virtual Assistant

• Conduct cold calls to client-provided property-owner lists
• Contact purchased warm leads promptly
• Follow up consistently with previous prospects
• Send follow-up SMS and emails when prospects do not answer
• Use client-provided scripts and qualification criteria
• Gather basic information regarding the property, seller situation, and level of interest
• Schedule or hand off qualified opportunities to the owners

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
• Contracted Hours per Week: 20 hours/week
• Daily Working Time: 4:00 PM – 8:00 PM CST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required)
• REGION PREFERENCES: Any

• Maintain accurate lead information, notes, and dispositions
• Update lead stages and follow-up requirements
• Score or categorize prospects according to the client's process
• Maintain organized records of calls, texts, emails, and next steps
• Ensure promising leads do not fall through the cracks

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Previous cold calling, appointment setting, or lead qualification experience preferred
• Experience calling U.S.-based consumers strongly preferred
• CRM experience preferred
• Real estate investment, real estate, mortgage, home services, construction, or similar experience is a plus but not required
• Strong spoken and written English required
• Experience handling both cold and warm leads preferred
• Strong follow-up and documentation habits

• REsimpli – Preferred / Client Implementing (Training will be provided)
• CRM Platforms
• Dialer / VoIP Systems (REsimpli will be used by client for VoIP system)
• Microsoft Excel / Google Sheets
• Email & SMS Platforms

• Confident and conversational on the phone
• Strong spoken English with a native or near-native accent
• Comfortable with high-volume outbound calling
• Able to build rapport with property owners
• Persistent without being overly aggressive
• Strong objection-handling and follow-up ability
• Organized and accurate with CRM documentation
• Comfortable learning a client's specific qualification process

• Contracted Hours per Week: 20 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 4:00 PM – 8:00 PM CST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement