Realnex CRM|Lead Generation|Cold Calling|Data Entry|CSR|VA

ERC Appointment Setter Conduct outbound calls to targeted businesses to briefly introduce and educate them about the Employee Retention Credit Refund program. Identify and qualify potential leads by assessing their eligibility for the ERC program based on established criteria. Build and maintain a robust pipeline of potential clients through cold calling, lead generation strategies, and networking. Effectively communicate the value proposition of the ERC program and the benefits it offers to eligible businesses. Schedule appointments and hand off qualified leads for further engagement with our Advisors. Document and track lead interactions and outcomes using shared Google Sheets.

Cold Calling|Skip Tracing | Real Estate Accurately input addresses into BatchLeads account, ensuring all information is up-to-date and error-free. Use a cost-effective VoIP service (such as Google Voice, Skype, or Zoom Phone) to make cold calls to potential real estate clients, following a provided script and guidelines. Organize, Track and document call outcomes and any relevant information. Maintain a professional and positive attitude when communicating with clients Collaborate and optimize lead generation and outreach strategies in the real estate sector in an organized fashion. Provide weekly timely updates and feedback on progress and results.

Virtual Assistant | Data Entry | Lead Generation | Lead Generation, List Building and Email Campaign Task

Realnex CRM Managemnent: Maintaining , Organizing Data in Realnex CRM Administrative Task: Collecting Data for Potential Leads Virtual Assistant | Data Entry | Lead Generation | - Enter data accurately and efficiently into designated websites and databases. - Verify and correct data discrepancies. - Maintain data integrity and ensure consistency across platforms. - Collaborate with team members to ensure data accuracy and completeness. - Adhere to data entry guidelines and protocols.