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 to 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  

Database

• Uploading property data into CRM services
• Data verification
• Database management
• Coordinating travel arrangements - flights, accommodation, conferences and other bookings for travel.  

Diary/Calendar Management   

• Update daily or mid-week task list 
•  Ensure no schedule coincides with other events 
• Booking travel - Flights, accommodation, car service etc
• Book meetings 
• Responding to email enquires 
• Organising team meetings
• Team movements 
• Organising conferences 
• Booking breakfast, lunch and dinner meetings
• Coordinating staff travel arrangements for meetings and conferences
• Schedule Management 

 General Accounts Management 

• Trust accounting 
• 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

  Social Media Management 

• Create content 
• Boost posts
• Generate reporting 
• 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 listings 

• Building a website
• Managing a website 
• SEO
• Google Ads
• Google Analytics 
• Google business development
• Email hosting 
• Registration of domains
• ASIC registration 
• Reporting