Appointment Setter & Lead Manager (Car Sales – Facebook + CRM + Messaging)

???? ABOUT THE ROLE:
I am a high-volume car salesperson building a concierge-style business helping clients buy vehicles locally and out of state.

I need a Virtual Assistant who can:
• Generate leads
• Qualify customers
• Book appointments
• Manage conversations
• Prepare buyers for me to close

You are NOT responsible for selling or pricing.

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???? YOUR MAIN GOAL:
Turn conversations into qualified, ready-to-buy customers.

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???? DAILY TASKS:

• Post 3–5 vehicles on Facebook Marketplace
• Post in 10–20 Facebook groups
• Respond to all leads within 1–5 minutes
• Qualify every lead
• Capture contact info (phone, zip code, etc.)
• Add ALL leads to CRM (HubSpot)
• Follow up with leads daily
• Book 3–6 appointments per day
• Send credit applications to serious buyers
• Collect documents for out-of-state buyers

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???? REQUIRED QUALIFICATION FLOW:

You MUST collect:
• Vehicle type (truck, SUV, car)
• Monthly budget
• Credit range (excellent/good/fair/rebuilding)
• Timeline (this week or browsing)
• Zip code
• Phone number

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???? VERY IMPORTANT RULES:

? DO NOT send pricing or quotes
? DO NOT estimate payments
? DO NOT guess numbers

???? ALL numbers come from me ONLY

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???? OUT-OF-STATE RULE:

• Finance deal ? Credit application REQUIRED
• Cash deal ? Can proceed without application

???? DO NOT send me the lead unless:
• Credit app is completed (finance), OR
• Buyer confirms cash + ready to move forward

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???? WHEN TO ESCALATE TO ME:

ONLY when:
• Customer asks for numbers
• Credit application is completed
• Customer is ready to buy

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???? CRM REQUIREMENT:

All leads must be entered into HubSpot CRM with:
• Name
• Phone
• Zip code
• Vehicle type
• Budget
• Credit
• Timeline
• Notes

???? If it’s not in the CRM, it doesn’t exist

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???? VEHICLE MATCHING:

• Use vehicles I provide daily
• Send ONLY 1–2 options
• DO NOT send random inventory

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???? COMMUNICATION:

You will send me updates like:

“HOT LEAD:
SUV
$650/month
Good credit
Zip: 75001
Out of state
Credit app completed”

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???? DAILY TARGETS:

• 8–12 leads
• 3–6 appointments
• 20–50 follow-ups

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? IDEAL CANDIDATE:

• Strong English communication
• Fast responder (1–5 minutes)
• Organized
• Can follow systems exactly
• Sales or customer service experience preferred

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???? IMPORTANT:

To apply, type “READY” at the top of your application.

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???? FINAL NOTE:

This role rewards performance.

The better you qualify and book serious buyers, the more you earn.