CPT-10786 Lead Follow-Up & Appointment Setting Virtual Assistant
WFA Digital Insight
The rise of remote work has fueled a 25% increase in demand for skilled virtual assistants, and this role is at the forefront of that trend. With the global virtual assistance market projected to reach
Job Description
About the Role
The Lead Follow-Up & Appointment Setting Virtual Assistant role at 20four7VA is a key position that requires strong communication skills, attention to detail, and proficiency in CRM management. As a virtual assistant, you will be working remotely with a growing real estate team based in East Texas, focusing on lead follow-up and appointment setting to drive business growth.The primary objective of this role is to capture missed opportunities, respond quickly to new leads, and convert conversations into scheduled appointments for agents. You will be working closely with the client's CRM system, Follow Up Boss, and utilizing tools such as Maverick AI to identify and act on missed follow-up opportunities.
The ideal candidate will have experience in lead follow-up, appointment setting, or customer support, and be comfortable working in a fast-paced environment. You will be required to provide high-quality, task-specific services that align with the client's needs and objectives.
What You Will Do
- Respond immediately to new leads entering the CRM system
- Conduct consistent follow-up via calls, text, and email to re-engage leads that were previously not contacted or went cold
- Ensure no lead goes untouched or unworked
- Work the shared 'pond' of unassigned leads within Follow Up Boss
- Identify opportunities within the database and prioritize follow-up
- Maintain ownership of the lead activity until handoff to an agent
- Qualify leads through conversational outreach and schedule phone consultations with agents
- Confirm and track appointments through completion
- Maintain accurate records in Follow Up Boss, including notes, statuses, and follow-ups
- Respond to Maverick AI nudges to identify and execute on missed opportunities
- Help establish simple rules and workflows for consistent lead engagement
What We Are Looking For
- Experience in lead follow-up, appointment setting, or customer support
- Familiarity with CRM systems, such as Follow Up Boss
- Strong communication and interpersonal skills
- Ability to work independently in a remote environment
- Proficiency in tools such as Maverick AI
- Strong organizational and time management skills
- Ability to prioritize tasks and manage multiple projects simultaneously
- High school diploma or equivalent required
- 2+ years of experience in a related field
Nice to Have
- Experience working in the real estate industry
- Knowledge of outbound prospecting strategies
- Familiarity with MyPlusLeads or similar lead generation tools
- Certification in customer service or a related field
Benefits and Perks
- Competitive compensation package
- Opportunity to work with a growing and dynamic company
- Flexible remote work arrangement
- Access to cutting-edge tools and technologies
- Ongoing training and professional development opportunities
- Paid time off and holidays
- Health and wellness benefits
- Remote stipend and equipment allowance
How to Stand Out
- Be prepared to showcase your experience with CRM systems and lead follow-up strategies in your application and interview.
- Develop a strong understanding of the client's industry and business needs to demonstrate your value as a virtual assistant.
- Create a professional online presence, including a LinkedIn profile and personal website or blog, to establish your credibility and expertise.
- Prepare to discuss your experience with tools such as Maverick AI and Follow Up Boss, and be ready to provide examples of how you have used these tools in previous roles.
- Consider obtaining certifications in customer service or related fields to increase your competitiveness for this role.
- Research the company culture and values to ensure alignment with your own work style and expectations.
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