Virtual Assistant — Outreach, Lead Generation & Customer Support

## About Us

Cost Seg Smart is a US-based tax technology company that helps real estate investors save $30,000–$80,000+ in taxes through cost segregation studies. We sell automated, IRS-defensible reports starting at $795 — delivered in under an hour. Our customers are short-term rental (Airbnb/VRBO) investors, landlords, commercial property owners, and CPAs who order on behalf of their clients.

We're growing fast and need someone to handle outreach, lead generation, and customer communication.

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## What You'll Do

### Cold Email Outreach (40% of time)

- **CPA outreach:** Find CPAs and tax professionals on LinkedIn, firm websites, and directories. Send personalized cold emails using our templates to pitch our CPA partner program (they resell our studies to their clients at a markup)
- **STR investor outreach:** Email short-term rental property owners from our lead lists using our cold email sequences
- Research and build targeted email lists (CPAs in specific markets, STR investors, property managers)
- Track outreach in a spreadsheet — emails sent, opens, replies, meetings booked
- Follow up with warm leads who reply but don't convert
- Goal: 30-50 personalized emails per day

### Customer Communication (30% of time)

- Respond to inbound emails from leads and customers ----------
- Answer questions about our reports, pricing, and process
- Follow up with calculator leads who didn't purchase
- Schedule calls with interested CPAs or high-value prospects
- Forward technical tax questions to the founder

### Community Engagement (20% of time)

- Participate in Facebook groups (Short Term Rental University, Airbnb Investor Community, STR Wealth, city-specific groups)
- Answer tax and depreciation questions on BiggerPockets forums and Reddit (r/realestateinvesting, r/AirBnB, r/ShortTermRentals)
- Be genuinely helpful — never post links or promotions in groups
- When someone asks about cost segregation or depreciation, provide value first, then DM with our calculator link
- Goal: 5-10 helpful posts/comments per day

### Social Media Outreach (10% of time)

- Instagram DMs to STR hosts posting property content
- LinkedIn connection requests and messages to CPAs
- Light engagement (likes, comments) to build brand presence

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## What We're Looking For

**Required:**

- Excellent written English — you'll be emailing US-based CPAs and investors as our brand
- Experience with cold email outreach or lead generation
- Comfortable with LinkedIn for prospecting
- Can write professional, personalized emails (not generic templates)
- Self-motivated — you'll work independently with a weekly check-in
- Reliable internet connection
- Available to start within 1 week

**Nice to Have:**

- Experience in real estate, financial services, or B2B marketing
- Familiarity with CRM tools or email outreach platforms
- Understanding of real estate investing or short-term rentals
- Experience with ---------- or real estate Facebook groups

**Not Required:**

- No design, video, or coding skills
- No paid ads management
- No phone calls (unless you want to — bonus if you're comfortable on calls)

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## What We Provide

- Complete cold email templates for both CPAs and STR investors (written and ready to use)
- CPA partnership one-pager and talking points
- Facebook group and community engagement playbooks
- Instagram DM scripts
- Dedicated email account ----------
- Lead lists (STR investors with names, addresses, phone numbers)
- Free calculator link to share with prospects ( ---------- /str)
- CPA partner portal link for CPA prospects
- Training during the first week (video calls to walk through everything)
- Weekly check-in calls (15-20 min)

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## How to Apply

Please reply with:

1. A brief intro — your experience, especially with cold email outreach or lead generation
2. Write a sample cold email to a CPA (tax professional) pitching them on a partnership where they can offer cost segregation studies to their real estate clients at a markup. Keep it under 150 words.
3. Your availability (hours per day, timezone)
4. Your desired hourly rate in USD

We'll do a short paid trial (1 week) before committing to ongoing work.