Hand over a copy of your client database.
This includes all client information such as name, address, contact number and property details.
Update your CRM.
Your VA will clean up your database by removing duplicates, updating contact details and segmenting your clients into categories – buyers, sellers, homeowners
Your VA will keep your database clean and updated.
Review and easily access a seamless database whenever you need it.
Assess the ideal property for your target market.
Lay out the essential details – property type, location, size, features, and price.
Makes a detailed spreadsheet.
This is where the property details will be stored and organized.
Searches for the ideal property.
Your VA will conduct thorough research and update the sheet once a suitable property is found.
Review the list and provide feedback.
Your VA will help you grow your portfolio instantly.
Identify the market trends you want to gain insight into.
Let your VA know what specific information should be highlighted in the report.
Conducts market research.
Your VA will search for the latest market trends, industry updates, competition, target market, economic growth, and property supply and demand.
Creates a market analysis report.
Review the report and provide feedback.
Gain valuable insights and make informed decisions through the detailed report your VA will provide you.
Provide access to all your property listing accounts.
This may include your website, social media pages and other online directories/listings platforms.
Audits all your property listing accounts.
Check and update any errors, inconsistencies, and outdated information found on these sites.
Monitor your listings and respond to customer inquiries.
Your VA will regularly monitor your listings and respond to customer inquiries so you don’t miss out on any interested buyers.
Proactively update listings.
Your listings information including description, photos, price, and availability will be updated. Your VA may also suggest new platforms where you can list your properties to generate more leads.
Give access to your email and calendar.
Inform your VA of any upcoming meetings. Your VA will start to manage your calendar, or create one if you don’t have any!
Asks screening questions to your leads.
Your VAs will familiarize themselves with your processes and qualify if a meeting is needed with the lead.
Confirms appointment with leads.
Having an assistant ensures your schedule is on track and meetings are scheduled at your most convenient time. A meeting agenda can also be created by your VA.
Sends meeting invites and follow-ups.
Your VA sends out invites and follow-up emails days before the meeting to confirm participants’ attendance
Prepare for your meeting.
Your VA will keep you posted on your scheduled meetings and agenda. All you have to do is show up!
Minutes of the meeting.
Taking down important notes will be handled by your VA so you can focus on being fully present with your potential buyer.
Reviews meeting outcomes.
Deliverables and deadlines from the meeting can be added by your VA to your project management tool for easier tracking.
Provide access to all your communication channels.
Your VA will proactively monitor your email, calls and social media pages.
Respond to inquiries.
Whether it’s general inquiries such as open house times or availability of the property, your VA will respond to all inquiries in a timely manner.
Keeps tabs on all customer inquiries.
Your VAs will let you know of any important inquiries or concerns you need to attend to. They can also set a meeting on your behalf!
View your inbox
You’ll get to enjoy a clean inbox with all inquiries and concerns resolved.
Provide a list of your client database.
You may specify high value clients and those you have a positive relationship with – your VAs will reach out to them first.
Build a customer reviews strategy.
Your VA will draft a message and plan out the best way to reach out to clients. An incentive program may also be created to boost your reviews.
Review feedback and testimonials from clients.
Keep a record of all your client reviews – you can share this with your team to boost employee morale!
Posts reviews on social media or website.
Establish yourself as the go-to-expert in your area by sharing your 5-star reviews.
Review your target market.
Identify your ideal customer – location, demographics, lifestyle, behavioral patterns and interests. Your VA will reach out to similar prospects.
Actively looks for prospects.
Your VA will plan out a lead gen strategy and look for prospects through online communities, social media, cold calling, email marketing, referrals or online events.
Lead capture and generation.
Your VA will reach out to prospects and capture the best leads for you.
Creates a lead tracking sheet.
All important lead information such as name, email, contact number and type of inquiry will be saved on this list.
A report will be sent by your VA with the necessary details for sales team handover – categorizing them into warm, hot, qualified and unqualified leads.
Get access to a list of high-quality leads.
Easily keep track of your leads – maintain constant communication with hot leads and nurture cold ones. Your VA can also recommend other effective lead gen strategies to try out!
Provide the purpose and goals of the project.
Whether it’s a presentation deck or social media graphic, your VA can easily do it for you. You may also provide design pegs that you like.
Start creating the material.
Based on your goals, your VA will draft the content and design for your approval. A branding guide may also be created if needed.
Provide your feedback, comments and if any revisions are needed.
Easily access the materials as needed.
Your VA will save and download the file on cloud storage. Other design templates may also be provided so you can easily produce materials for future use.