Services at Your Virtual Assist

Lead Generation

• Make Calls to touch base
• Rebuild relationships with client services
• Enquirers via digital marketing 

Obtain updated contact information and update the CRM
Comparative Market Analysis (CMA)
Liaise with leads
Update sales agent on latest communication with lead
Produce Vendor Reports
Generate a Statement of Information from Price Finder (SOI)
Enter contacts/notes to CRM
Update sales details
Email letters to vendor/owner/solicitor
Generate activity reports  

  Social Media Management 

• Post adverts and communicate with prospective clients via social media platforms, (FB, Instagram, Twitter, You Tube) 
• Provide social media scheduling services
• Facebook advertising campaigns 
• Report any enquiries received
   

Digital Marketing Campaign 

• Input property for sale/lease along with its description 
• Send alerts as per the newsletter schedule to leads regarding auctions or latest property news
• Draft and send sales newsletter to prospective clients 
• SMS marketing 
• Graphics design 
• Mass market communication 
• Photoshop/edit photos (extra fee)
• Create or update floor plans (extra fee) 
• Upgrade listing in third party portals (REA & Domain) 

Traditional Marketing Campaign 

• Book print ads or inserts 
• Creating daily ads for inserts 
• Request sale signs and track progress 
• Send work orders and coordinate with printers 
• Window cards/DL flyers/Mail Merge (printing/postage at an extra cost)
• Letters – setting up letter templates  
• Business cards 
• Stationary and promotional inventory
• Produce stock list

Uploading property into CRM services

Verify if any new property should be added

Merge or delete duplicates 

Sales Agents Diary 

• Update daily or mid-week task list 
•  Ensure no schedule coincides with other events 

 General Accounts Management 

• Issue invoices, expenses, payroll, bank reconciliation, coding of bills, process, settle accounts payable 
• Input outstanding invoices for payment 
• Set up new vendor cards
• Monitor, generate and follow up on invoices for accounts receivables 
• Process official receipt 
• Reversal of receipt 
• Creditor’s disbursement 
• Email updated dishonoured list
• Send outstanding invoices via email/post 
• Process end of month accounts 
• Send sale particulars, to solicitor 
• Debt collection 

Internal Accounts Management

• Bank reconciliation 
• Cashflow template update 
• Enter sales invoices and check for duplicates
• Bank reconciliation (trust sales account) 
• Enter supplier invoices 
• Supplier fees settlement and invoicing 
• Sales invoice 
• Enter marketing sales invoices in CRM for all listed properties 
• Manage holding deposits 
• Process account sales and email solicitor
• Review and preview property ledger, ensure all trades person transactions are settled 

Process Bank Statement 

• Generate bank statement 
• Process if there are deposits that need to be receipted 
• Charge dishonoured deposits
• Process payment for creditors on due   
• General account services