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Real Estate VA Services

Project type

Virtual Assistance & Cold Calling

Date

09/2022

Location

Orlando, FL

Budget: $2400/month | 4 Months
Scope: Daily Lead Management, Appointment Scheduling, Multi-Platform Communication

In this project, we served as a full-service virtual assistant for a highly motivated real estate professional who needed help managing her growing list of leads and clients. She was juggling multiple platforms—email, social media, CRMs, and text messaging—and struggling to stay on top of communications. We stepped in to act as the front line of her business, ensuring no opportunity slipped through the cracks.

Our day-to-day included monitoring incoming inquiries, responding promptly to new leads, scheduling appointments, managing calendar availability, and making sure every touchpoint aligned with her professional brand. We were able to generate a consistent stream of bookings and maintain clear communication with her audience, helping to keep her top of mind with both hot leads and longer-term prospects.

As the results started rolling in, the volume of appointments quickly increased—so much so that the client eventually found herself overwhelmed with back-to-back work. Unfortunately, due to a personal family emergency (her husband fell ill), she had to step back from her business operations, and the project ended sooner than expected.

Key Takeaway:
This experience taught us a lot about balancing marketing efforts with client readiness. It emphasized the importance of not only asking about budget but also understanding a client’s operational goals and personal bandwidth. Not every client wants a full pipeline all at once—some are looking for sustainable support, while others want to scale aggressively. As service providers, it’s essential that we tailor our efforts based on both their capacity and intent.

This project deepened our understanding of what it means to be more than just an assistant—we were a trusted extension of our client’s brand, and that level of partnership is something we strive to offer every business we work with.

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