Process of Hiring A Virtual Assistant
DISCOVERY CALL
SERVICE AGREEMENT
ONBOARDING CALL
An initial conversation with the CEO, Crislyn Espinosa, with the goal of discovering your business needs, exploring potential solutions, and determining the capability of moving forward with the business relationship.
The legal process by which both parties to an agreement sign a written document expressing their commitment to and acceptance of the terms and conditions stated.
A meeting between the virtual assistant and the client with the goal of going over duties, obligations, and future partnership expectations.
SERVICE ENDORSEMENT
The process of assigning tasks and being familiarized with procedures to the assigned virtual assistant in order to facilitate a seamless workflow integration.
START DATE
The day when the client and the virtual assistant officially begin working together following task, deadline, and project confirmation.
Our Services
Call and Lead Generation
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Research and Identify Leads (Social media, Industry Events, Databases, and Online Research)
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Conduct Cold Calls, Cold Emails, Cold Messages
Assess Quality Leads (Asking relevant questions, understanding their needs, and determining if they are a good fit for the product or service) -
Maintain Accurate Records (Lead interactions in CRM systems and ensuring all information is up to date)
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Lead Engagement (Follow-up calls, emails, or messages to nurture them through the sales funnel)
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Provide Regular Reports
Executive Assistance
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Calendar and Schedule Management (Organize and maintain the calendar, schedule meetings, appointments, and events)
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Email and Communication Management (Monitor, manage, and respond to emails on behalf of the executive; Prioritizing communications and ensuring timely responses)
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Travel Coordination (Arrange travel plans, booking flights, accommodations, and transportation, and preparing itineraries for business trips)
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Document Management (Create, edit, and organize documents, presentations, and reports)
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Task and Project Management (Assist with the planning and execution of projects, and managing deadlines)
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Confidentiality and Discretion (Handle sensitive information with the utmost confidentiality, and maintaining privacy)
Social Media Manager
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Content Strategy Development (Create and execute comprehensive social media development plans)
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Content Creation & Branding (Design, write, and produc engaging content, including posts, images, videos, and stories, tailored for each social media platform)
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Social Media Monitoring (Monitor and respond to comments, messages, interactions across all social media channels to maintain a positive online presence and branding)
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Community Engagement (Build and nurture relationships with followers, influencers, and key audiences)
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Analytics and Reporting (Track and analyze social media reach and conversions)
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Brand Voice and Consistency (Ensure social media content reflects the brand’s voice, tone, and messaging consistently across platforms)
We recognize that running a successful business requires focus, efficiency, and a reliable support system. That’s why our team of skilled professionals is committed to delivering exceptional support across a wide range of functions, allowing you to concentrate on what matters most—growing your business and achieving your goals.
Inside Sales Agent (ISA)
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Appointment Setting (Schedule high-quality appointments between potential clients and sales representatives to increase conversion opportunities)
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CRM Management (Manage and update customer relationship management systems to ensure accurate tracking of interactions, leads, and sales progress)
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Client Follow-Up & Nurturing (Maintain consistent communication with leads and past clients to build relationships, address inquiries, and guide them through the sales funnel)
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Script Development & Refinement (Use and adapt customized call scripts to match the brand’s tone and improve effectiveness through performance analysis)
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Performance Tracking & Reporting (Measure call volume, appointment rates, and lead conversion metrics to assess effectiveness and guide improvements)
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Product Knowledge & Communication (Stay informed about company offerings to clearly and confidently communicate value propositions to potential clients)
Plan Pricing Matrix
Find the perfect plan for your needs. Our pricing matrix makes it easy to see the features and benefits of each package side by side, helping you choose the option that best fits your goals. Whether you're looking for essential support, advanced solutions, or a comprehensive all-in-one package, we’ve designed each plan to provide clear value and flexibility.
STARTER
Solo Real Estate Agents
New Investors
Small Service Businesses
GROWTH
Active Real Estate Teams Wholsalers & Flippers
Scaling Service Businesses
ELITE
Brokerages
High-Volume Investors
Multi-Market Teams
Feature | Starter | Growth | Elite |
|---|---|---|---|
Admin and Ops Support | ✔ | ✔ | ✔ |
Live Lead Follow Up | ✘ | ✔ | ✔ |
Outbound Calling | ✘ | ✔ | ✔ |
Appointment Setting | ✘ | ✔ | ✔ |
CRM Management | ✔ | ✔ | ✔ |
Multi-Channel Outreach | ✘ | Limited | ✔ |
KPI & Performance Tracking | Basic | Advanced | Advanced + Dashboards |
Strategy Check-Ins | ✘ | Bi-Weekly | Bi-Weekly |
Dedicated Account Manager | ✘ | ✘ | ✔ |
Priority Replacements | ✘ | ✘ | ✔ |
CRM Tools | Starter | Growth | Elite |
|---|---|---|---|
HubSpot | ✔ | ✔ | ✔ |
Zoho CRM | ✔ | ✔ | ✔ |
Salesforce | ✔ | ✔ | ✔ |
Monday CRM | ✔ | ✔ | ✔ |
Airtable | ✔ | ✔ | ✔ |
Follow Up Boss | ✔ | ✔ | ✔ |
GoHighLevel | ✔ | ✔ | ✔ |
Boldtrail | ✔ | ✔ | ✔ |
Lofty | ✔ | ✔ | ✔ |
Any other CRM Tools | ✔ | ✔ | ✔ |
Calling Tools | Starter | Growth | Elite |
|---|---|---|---|
Google Voice | ✘ | ✔ | ✔ |
Mighty Call | ✘ | ✔ | ✔ |
Mojo Dialer | ✘ | ✔ | ✔ |
Ooma | ✘ | ✔ | ✔ |
Open Phone | ✘ | ✔ | ✔ |
RingCentral | ✘ | ✘ | ✔ |
Vortex | ✘ | ✘ | ✔ |
Emailing Tools | Starter | Growth | Elite |
|---|---|---|---|
Gmail | ✔ | ✔ | ✔ |
Outlook | ✔ | ✔ | ✔ |
Yahoo Mail | ✔ | ✔ | ✔ |
Constant Contact | ✔ | ✔ | ✔ |
Mailchimp | ✔ | ✔ | ✔ |
Mailerlite | ✔ | ✔ | ✔ |
Aweber | ✔ | ✔ | ✔ |
Any other Emailing Tools | ✔ | ✔ | ✔ |
Lead Generation Tools | Starter | Growth | Elite |
|---|---|---|---|
Facebook | ✔ | ✔ | ✔ |
Instagram | ✔ | ✔ | ✔ |
LinkedIn | ✔ | ✔ | ✔ |
Facebook Meta Ads | ✘ | ✘ | ✔ |
Calendar Tools | Starter | Growth | Elite |
|---|---|---|---|
Google Calendar | ✔ | ✔ | ✔ |
Outlook Calendar | ✔ | ✔ | ✔ |
Calendly | ✔ | ✔ | ✔ |
Doodle | ✔ | ✔ | ✔ |
Any other Calendar Tools | ✔ | ✔ | ✔ |
Transaction Coordinator Tools | Starter | Growth | Elite |
|---|---|---|---|
Dotloop | ✘ | ✘ | ✔ |
Brokermint | ✘ | ✘ | ✔ |
Transaction Desk | ✘ | ✘ | ✔ |
DocuSign | ✘ | ✘ | ✔ |
Authentisign | ✘ | ✘ | ✔ |
Remine | ✘ | ✘ | ✔ |
Nekst | ✘ | ✘ | ✔ |
AFrame | ✘ | ✘ | ✔ |
Rezen | ✘ | ✘ | ✔ |
Real Estate Tools | Starter | Growth | Elite |
|---|---|---|---|
Zillow | ✔ | ✔ | ✔ |
Redfin | ✔ | ✔ | ✔ |
Keeping Current Matters | ✔ | ✔ | ✔ |
List Reports | ✔ | ✔ | ✔ |
SimplifyEm | ✘ | ✔ | ✔ |
Airbnb | ✘ | ✔ | ✔ |
Fizbonanza | ✘ | ✔ | ✔ |
Propwire | ✘ | ✔ | ✔ |
Listings to Leads | ✘ | ✔ | ✔ |
Investor Lift | ✘ | ✘ | ✔ |
