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Posted about 3 years ago
Requirements and responsibilities
⬜️ Responsibilities:
🔆 Lead Generation & List Building
• Research and compile leads from directories and websites
• Build a contact list in Excel/Google Sheets.
• Convert the list into a CSV file for CRM or email software upload.
🔆 Calendar management & appointment setting
• Assist in booking calls for real estate agents and clients
• Send calendar invites to both parties
🔆 Add clients to the sales pipeline
• Receive new deal emails for buyers' or sellers' pipelines.
• Add deals to a system spreadsheet.
🔆 Call & qualify leads
• Use VoIP phone to call provided leads and qualify them.
• Learn English scripts to guide conversations.
• Tag leads based on their interest level.
• Offer the company's services/products and gather interest.
🔆 Cold calling
• Call leads from research or generated list.
• Add call notes to CRM and follow up with interested leads.
• Offer company services and products to potential leads.
• Qualify and set appointments with lead managers or closers.
• SMS potential leads.
🔆 Warm calling existing leads
• Call past clients or existing leads.
• Provide information about company services.
• Take notes and add them to the CRM.
• Book demos or introductory calls manually or through online booking systems like Acuity.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)