👋 Call & Qualify Leads:
• The leads will be provided to them every single month.
• Use VoIP phone (Dialpad, Google Voice, Nextiva, etc) to make calls and qualify leads– Learn English and/or Spanish scripts to know what to say in order to qualify Leads
• Call and tag leads as “cold”, “warm” or “hot” based on their interest level
• Call or text potential leads over the phone and offer information about the loans that the company offers to find out who would be interested in working with the company
• Perform warm calls to verify information when the company receives an inquiry
👋 Book Appointments:
• Send DMs to get the potential client (the lead), to book a call with the client’s company to learn more about their services
• Continue the DM conversations, with the goal of getting the lead interested in learning more
• Send more information on how to schedule and book a call/appointment with the company’s owner or representatives
• Use Calendly or similar call booking software to handle sales calls
👋 Lead Generation & List Building:
• Look for new prospects/leads, they already have many prospects on a list however the VAs will search as well for potential prospects.
• Find new leads by using social media by following hashtags, and “check-ins” on Facebook, Tik Tok, Instagram etc.
• Keep track of how many people have been reached out to, sent messages, etc.
• Create a Google Sheets doc to keep track of everything including Social media/ URL/username, date when they connected, date when the message with the booking link was sent, etc.
• Keep track of analytics and dates to understand conversion metrics
• Find people within the target of the client, the client should share who the ideal customer is and the type of lead the VA should be looking for.
• Look for high-level people, usually, the VP of Sales, VP of Marketing, Executive Vice President (EVP), Director of Sales, Entrepreneur, Consultant, and Directors, to join speciality networking or industry-specific groups.
👋 Social Media Outreach:
• Find ideal contacts/leads/clients and reach out to them via DM (Direct Message)
• Follow the scripts provided but must also take the initiative to know how to answer
• Have written conversations as naturally as possible, and focus on trying to help keep track of who they’re in touch with and qualify leads into the client’s CRM system
• The research focused on the client’s buyer persona (ideal client for the company) through hashtags or other accounts
• Send and receive DM messages from/to leads through the client’s social media accounts (TikTok, Instagram, etc.)
• Reach out privately pretending to be the client, and then connect with them, and find out if they need help with anything.
• Open up the conversation in a cool, low-key way (not hard sales at all)
• Pre-qualify the person to see if they’re a good fit to work with the client
