Sobre este proyecto
admin-support / virtual-assistant-1
Abierto
We are seeking a highly organized, proactive, and tech-savvy part-time Virtual Assistant with extensive experience in CRM automation and real estate administration. The primary goal is to streamline and organize our real estate business by implementing robust backend systems and automations within our CRM.
We currently use or are considering Follow Up Boss and Wise Agent. The ideal candidate must possess a deep understanding of how to properly set up and automate a real estate CRM, moving beyond basic data entry to create efficient, automated workflows.
Key objectives include creating systems that automatically organize, contact, nurture, and follow up with leads, significantly reducing manual administrative effort and enabling business scalability.
Responsibilities for this role will include:
* Setting up and optimizing CRM platforms such as Follow Up Boss or Wise Agent.
* Designing and implementing automated lead follow-up workflows.
* Configuring automated text and email responses for new leads.
* Developing diverse follow-up campaigns tailored for various lead types (e.g., Buyers, sellers, Veterans United leads, investors, past clients, and other specific lead sources).
* Organizing and refining lead stages, tags, sources, and pipelines within the CRM.
* Creating and managing long-term nurture and drip campaigns.
* Establishing tasks and reminders for leads that necessitate personal follow-up.
* Performing comprehensive cleanup, importing, and organization of CRM contacts.
* Connecting lead sources and other necessary integrations.
* Actively assisting with database management and identifying leads requiring immediate attention.
* Providing support with general real estate administrative tasks.
* Documenting all established systems and processes to ensure the CRM remains organized and manageable as the business expands.
We are looking for a professional who can not only complete tasks but also contribute strategically to building the foundational systems and automations essential for efficient real estate business management and growth. Experience specifically with Follow Up Boss and/or Wise Agent is strongly preferred.
Categoría Soporte Administrativo
Subcategoría Asistente virtual
Tamaño del proyecto Grande
Duración del proyecto No definido
Habilidades necesarias