Real Estate Virtual Assistant / Internal Sales Agent

Key Responsibilities

I. CRM Data Clean-Up & Database Management
•Audit 1,100+ “new” leads for updated contact info, responsiveness, and viability.
•Reclassify leads into accurate status categories: Hot, Nurture, Long-Term, Dead, Do Not Contact.
•Complete missing fields including name, email, phone, birthday, address, and notes.
Merge duplicate profiles and remove outdated or inactive records.
•Maintain an organized database of past, present, and future clients.
•Build and update pipeline dashboards and provide weekly activity reports.

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II. Lead Generation & Appointment Setting
•Use the Lofty dialer to call leads and set appointments.
•Qualify leads using custom scripts based on buyer/seller readiness.
Schedule appointments (no same-day live transfers unless requested).
•Record detailed call notes and action steps in Lofty.
•Update the pipeline with warm/hot leads and assign follow-up tasks.
•Re-engage dropped conversations or missed appointments.
•Participate in weekly sales meetings

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Secondary Responsibilities

III. Smart Campaigns & Drip Follow-Ups
•Review, refine, and rebuild Smart Plans within Lofty.
•Segment leads by type and apply appropriate nurture campaigns (8x8, 36-touch, birthday follow-ups).
•Schedule email/SMS drip sequences to maintain engagement.
•Create follow-up tasks for non-responsive leads.
Nurture all leads.