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See allFinancial Services Outreach & Appointment Setting Virtual Assistant
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Virtual Assistant — CRM & Marketing Operations (Mortgage Industry)
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Scope of Services:
- Follow up with purchased, existing, and referral-generated leads via phone, SMS, and email.
- Qualify basic interest, schedule appointments, reactivate older leads using client-provided messaging, and handle objections.
- Track follow-ups to ensure qualified opportunities are not missed.
CRM & Lead Management:
- Maintain lead information, notes, statuses, and follow-up activities in GoHighLevel.
- Organize CRM pipelines and incoming leads, track appointments and outstanding follow-ups, and maintain accurate prospect records.
- Support leads generated through client systems and campaigns.
Referral & Business Support:
- Assist with follow-up to referral and potential business partners.
- Maintain organized partner and prospect information.
- Support appointment coordination, calendar management, and additional lead-management tasks as assigned.
20four7VA
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer free training, support, and a vibrant community for contractors.