For companies:
For professionals:
For everyone:
Responsibilities
⬜️ Responsibilities:
🔆 Lead generation & list building:
• Research directories and websites for new leads.
• Build a contact list in Excel/Google Sheets.
• Sort list for CRM or email software upload.
🔆 Call & qualify leads:
• Provided leads each month.
• Use VoIP phone to qualify leads.
• Learn English/Spanish scripts to qualify leads.
• Tag leads as "cold," "warm," or "hot."
• Offer the company's services/products to potential leads.
🔆 Cold calling:
• Call leads from research or generated list.
• Add call notes to CRM.
• Call people interested in the company's services/products.
• Ask questions to qualify and convert leads.
• SMS potential leads.
🔆 Calendar management & appointment setting:
• Help leads book calls with real estate agents.
• Send calendar invites to realtors and leads/clients.
🔆 Add clients to the sales pipeline:
• Add new deals to the system spreadsheet.
🔆 Warm calling existing leads:
• Call past clients or existing leads.
• Take notes and add to CRM.
🔆 Call leads to book demos or introductory calls:
• Perform outbound calls to book demos/introductory calls.
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