CPT-10786 Lead Follow-Up & Appointment Setting Virtual Assistant

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!If you're interested in this opportunity, click APPLY TO POSITION to proceed.Title: Independent Contractor – CPT-10786 Lead Follow-Up & Appointment Setting Virtual Assistant/Business Support/Any Tier Level (Remote).Overview20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.Client is a growing real estate team based in East Texas with a database of over 5,000 contacts. The team is seeking a Business Support Virtual Assistant to ensure consistent and timely follow-up on incoming and existing leads.The primary objective of this role is to capture missed opportunities (“low-hanging fruit”), respond quickly to new leads—and convert conversations into scheduled appointments for agents.This role will operate inside Follow Up Boss CRM, working shared lead pools and leveraging tools such as Maverick AI to identify and act on missed follow-up opportunities.The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.Scope of ServicesContractors will be required to provide services that align with the following client tasks:Lead Follow-Up & Speed-to-Lead (Primary Focus)Respond immediately to new leads entering the CRMConduct consistent follow-up via calls, text, and email.Re-engage leads that were previously not contacted or went cold.Ensure no lead goes untouched or unworked.Shared Lead Pool ManagementWork 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.Appointment SettingQualify leads through conversational outreach (not overly sales-driven).Schedule phone consultations with agents.Confirm and track appointments through completion.CRM & Workflow ManagementMaintain accurate records in Follow Up Boss (notes, statuses, follow-ups).Respond to Maverick AI (training provided) nudges to identify and execute on missed opportunities.Help establish simple rules and workflows for consistent lead engagement.Outbound Prospecting (Secondary)During slower periods, work through additional leads from MyPlusLeads (3rd party lead supplier), including:FSBO (For Sale By Owner)Expired listingsRecently off-market propertiesUse the provided lists (e.g., MyPlusLeads) to generate additional opportunities.FUTURE ROLE EXPANSIONAs the team grows, this VA will also:Learn internal workflows related to front desk operations and cold calling (circle prospecting)Help document processes and best practicesAssist in training and onboarding future VAs in similar rolesSupport the development of a scalable lead follow-up systemEach engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.SkillsThe Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:Experience in lead follow-up, appointment setting, or customer supportFamiliarity with CRM systems (Follow Up Boss preferred)Comfortable handling inbound and outbound communication (calls, text, email)Strong written and verbal English communication skillsAbility to manage multiple leads and follow-ups simultaneouslyIDEAL CANDIDATE PROFILEHighly responsive with strong speed-to-lead awarenessComfortable making outbound calls dailyPersistent with follow-up and not discouraged by non-responsesOrganized and disciplined in CRM usageProfessional, conversational communication styleNeutral English accent requiredAble to work independently without constant supervisionReal estate experience is a plus, but not requiredAPPLICATION SOFTWARE KNOWLEDGEABLE / REQUIREDFollow Up Boss CRM (preferred)Phone/VOIP system (within CRM or integrated)Maverick AI (training provided)Google Workspace or similar toolsWork ScheduleContracted Hours per Week: 20 Hours (Part-Time during training/onboarding; expected to scale to 40 hours)Scheduled Working Days: Monday through Friday Daily Working Time: 8 AM - 6 PM CST (flexible; to be finalized)Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.Terms of EngagementContractors will operate under a Master Services Agreement and a Statement of WorkThis is not an offer of employment; contractors are not employees of 20four7VA or any clientAll compensation is processed through 20four7VA according to the terms of the engagementRole Summary & RequirementsREQUIRED SERVICE: Business SupportREQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior LevelContracted Hours per Week: 20 hours/week (Part-Time during training/onboarding; expected to scale to 40 hours)Daily Working Time: 8 AM - 6 PM CST (flexible; to be finalized)Scheduled Working Days: Monday-FridayREPORTING TO/POC: To Be DeterminedNumber of VAs: 1GENDER PREFERENCE: NoneLANGUAGES SPOKEN/PREFERENCE: English (Spanish is a strong Plus) ACCENT PREFERENCE: Level A-B (native or near native English accent required)REGION PREFERENCES: Latin AmericaWhat we offerCompetitive ratesWeekly paymentsVarious open roles are availableFree training and upskillingConstant support and guidanceA vibrant community always ready to support youAnd more!Originally posted on Himalayas

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!If you're interested in this opportunity, click APPLY TO POSITION to proceed.Title: Independent Contractor – CPT-10786 Lead Follow-Up & Appointment Setting Virtual Assistant/Business Support/Any Tier Level (Remote).Overview20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.Client is a growing real estate team based in East Texas with a database of over 5,000 contacts. The team is seeking a Business Support Virtual Assistant to ensure consistent and timely follow-up on incoming and existing leads.The primary objective of this role is to capture missed opportunities (“low-hanging fruit”), respond quickly to new leads—and convert conversations into scheduled appointments for agents.This role will operate inside Follow Up Boss CRM, working shared lead pools and leveraging tools such as Maverick AI to identify and act on missed follow-up opportunities.The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.Scope of ServicesContractors will be required to provide services that align with the following client tasks:Lead Follow-Up & Speed-to-Lead (Primary Focus)Respond immediately to new leads entering the CRMConduct consistent follow-up via calls, text, and email.Re-engage leads that were previously not contacted or went cold.Ensure no lead goes untouched or unworked.Shared Lead Pool ManagementWork 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.Appointment SettingQualify leads through conversational outreach (not overly sales-driven).Schedule phone consultations with agents.Confirm and track appointments through completion.CRM & Workflow ManagementMaintain accurate records in Follow Up Boss (notes, statuses, follow-ups).Respond to Maverick AI (training provided) nudges to identify and execute on missed opportunities.Help establish simple rules and workflows for consistent lead engagement.Outbound Prospecting (Secondary)During slower periods, work through additional leads from MyPlusLeads (3rd party lead supplier), including:FSBO (For Sale By Owner)Expired listingsRecently off-market propertiesUse the provided lists (e.g., MyPlusLeads) to generate additional opportunities.FUTURE ROLE EXPANSIONAs the team grows, this VA will also:Learn internal workflows related to front desk operations and cold calling (circle prospecting)Help document processes and best practicesAssist in training and onboarding future VAs in similar rolesSupport the development of a scalable lead follow-up systemEach engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.SkillsThe Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:Experience in lead follow-up, appointment setting, or customer supportFamiliarity with CRM systems (Follow Up Boss preferred)Comfortable handling inbound and outbound communication (calls, text, email)Strong written and verbal English communication skillsAbility to manage multiple leads and follow-ups simultaneouslyIDEAL CANDIDATE PROFILEHighly responsive with strong speed-to-lead awarenessComfortable making outbound calls dailyPersistent with follow-up and not discouraged by non-responsesOrganized and disciplined in CRM usageProfessional, conversational communication styleNeutral English accent requiredAble to work independently without constant supervisionReal estate experience is a plus, but not requiredAPPLICATION SOFTWARE KNOWLEDGEABLE / REQUIREDFollow Up Boss CRM (preferred)Phone/VOIP system (within CRM or integrated)Maverick AI (training provided)Google Workspace or similar toolsWork ScheduleContracted Hours per Week: 20 Hours (Part-Time during training/onboarding; expected to scale to 40 hours)Scheduled Working Days: Monday through Friday Daily Working Time: 8 AM - 6 PM CST (flexible; to be finalized)Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.Terms of EngagementContractors will operate under a Master Services Agreement and a Statement of WorkThis is not an offer of employment; contractors are not employees of 20four7VA or any clientAll compensation is processed through 20four7VA according to the terms of the engagementRole Summary & RequirementsREQUIRED SERVICE: Business SupportREQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior LevelContracted Hours per Week: 20 hours/week (Part-Time during training/onboarding; expected to scale to 40 hours)Daily Working Time: 8 AM - 6 PM CST (flexible; to be finalized)Scheduled Working Days: Monday-FridayREPORTING TO/POC: To Be DeterminedNumber of VAs: 1GENDER PREFERENCE: NoneLANGUAGES SPOKEN/PREFERENCE: English (Spanish is a strong Plus) ACCENT PREFERENCE: Level A-B (native or near native English accent required)REGION PREFERENCES: Latin AmericaWhat we offerCompetitive ratesWeekly paymentsVarious open roles are availableFree training and upskillingConstant support and guidanceA vibrant community always ready to support youAnd more!Originally posted on Himalayas