Real estate Virtual Assistant

? DAILY TASKS (NON-NEGOTIABLE)

???? 1. Cold Calling (Expired / FSBO)
• Dial 200–300 numbers/day
• Use provided script only
• Goal: set listing appointments
• Ask:
• “Are you open to relisting if the right agent shows you a better plan?”
• Timeline, motivation, price

Log every call in CRM
• Answer
• No answer
• Callback
• Not interested

?

???? 2. Lead Qualification

For every conversation, capture:
• Motivation (why they didn’t sell)
• Timeline (now / 30 / 60 / 90)
• Price expectations
• Current agent status

?

???? 3. Follow-Ups
• Call warm leads from previous days
• Send text follow-ups (template provided)
• Schedule callbacks on calendar

?

???? 4. CRM Management
• Update notes immediately after each call
• Tag leads:
• HOT / WARM / COLD
• Assign reminders

?

? WEEKLY TASKS

???? 5. Reporting (Every Friday)

Send you a summary:
• Dials made
• Conversations
• Appointments set
• Objections heard most
• Suggestions to improve script

?

???? 6. Admin Support
• Pull new expired leads daily
• Skip trace if needed
• Update contact lists
• Clean CRM duplicates