ISA Virtual Assistant

Responsibilities:
1. Manage and answer all leads calling and registered in our website, making sure
that all communications are being logged completely in CRM and if needed, to
transfer/assign leads to the right agent/person who can specifically assist the
lead about their inquiries.
2. Need to make contact with leads through phone or email within 5 minutes after
they have registered on our site during the VA’s shift.
3. Once we are able to make contact with leads, forward all information and transfer to one of our agents. The agent will then qualify lead and change their status
either Nurture, Watch or HOT.
4. Need to check with agents at least once a week on the status of their respective
leads, as this will help our agents do their follow ups with their respective leads.
5. Monitor daily all leads that have recently visited our website and try to make a
follow up with them most especially to those leads that we haven’t made any
successful contact from the start.
6. Follow the 10 Days of Pain for our new leads and track them in a spreadsheet to
be submitted every Friday.
7. Track all leads that we have currently in contract with as well as those leads
that we have closed files and submit a lead conversion report at the end of the
month, this will enable us to measure the success rate of our lead generation
efforts.
8. Get info and look up properties in MLS to answer the questions of leads on the
properties that they are interested in.
9. Add all our listings to Realtor, Zillow and Trulia.
10. Create email drip plans in CRM that would generate us more success in making
contact with our leads.