20four7VA

• Monitor construction bidding platforms for projects matching the company's services • Identify qualified residential and commercial renovation opportunities • Research project details and determine which opportunities align with company capabilities • Maintain an organized pipeline of active bids and opportunities • Assist with ongoing lead generation and prospecting activities when needed • Download project specifications and plans from construction bidding platforms • Upload project documentation into the company's AI estimating software • Review AI-generated estimates for completeness • Submit completed estimates to general contractors and project owners following established procedures • Maintain organized records of submitted estimates • Follow up with prospective clients after estimates have been submitted • Confirm receipt of estimates and answer general questions • Build relationships with general contractors and project contacts • Document client feedback and next steps • Escalate pricing or negotiation discussions to ownership when appropriate • Maintain tracking spreadsheets or CRM records of all submitted estimates • Prepare daily summaries outlining completed work, submitted bids, and lead activity • Track estimate status, responses, and follow-up requirements • Assist with general administrative support related to business development activities

• Answer inbound patient phone calls in both English and Spanish. • Coordinate patient intake and appointment scheduling. • Assist patients with appointment preparation and follow-up instructions. • Coordinate laboratory orders and diagnostic testing. • Guide patients through the preoperative medical clearance process. • Escalate clinical questions appropriately to healthcare providers. • Prepare physician notes and supporting documentation. • Fax medical records and clinical documentation. • Coordinate communication with referring providers and healthcare partners. • Maintain accurate patient records within practice systems. • Update patient information and appointment statuses. • Communicate professionally with patients, providers, and partner organizations. • Monitor and respond to email communications promptly. • Manage multiple administrative workflows while meeting time-sensitive deadlines. • Maintain organized and accurate patient documentation. • Assist with general operational and administrative tasks as assigned.

• Perform outbound cold calls using Mojo Power Dialer to various leads including FSBOs, expired listings, absentee owners, pre-foreclosures, and circle prospecting • Qualify motivated sellers and identify listing opportunities • Handle objections professionally while building rapport with prospects • Schedule listing appointments directly on the agent's calendar • Follow up with leads via phone, text message, and email • Accurately update call dispositions within Mojo Dialer • Maintain the CRM with organized notes, follow-up reminders, and lead tracking • Assist with listing paperwork and contract draft preparation • Coordinate documents with clients and provide general administrative support • Maintain organized digital files and transaction documentation • As the business expands, the role may evolve to include Transaction Coordination responsibilities

• Welcome new clients and guide them through the onboarding process • Walk clients through the company's CRM and client portal • Answer general client questions regarding services and next steps • Schedule client consultations with the business owner • Maintain regular follow-up communication to keep clients informed throughout the dispute process • Review and analyze client credit reports following established training and procedures • Prepare dispute letters using approved templates and client-specific information • Submit dispute letters electronically through LetterStream • Maintain accurate dispute documentation and processing records • Monitor dispute progress and communicate updates as needed • Maintain accurate client information within Client Dispute Manager • Update client records, notes, and dispute activity • Organize client files and supporting documentation • Assist with general administrative and workflow management tasks • Provide professional, high-quality customer service

• Manage executive calendars and scheduling. • Coordinate appointments through Acuity Scheduling. • Audit calendars and prevent scheduling conflicts. • Schedule recurring meetings and client sessions. • Respond professionally to client inquiries. • Coordinate payment corrections through Stripe. • Maintain accurate client records and documentation. • Ensure key stakeholders are included in client communications. • Resolve minor administrative and technical issues as they arise. • Serve as the primary administrator for the organization's GoHighLevel platform. • Build and maintain marketing funnels. • Create landing pages. • Design and optimize automation workflows. • Build drip campaigns and customer journeys. • Create and maintain email templates. • Build newsletters and promotional campaigns. • Configure subscription products. • Create internal forms. • Manage CRM pipelines. • Build Smart Lists. • Implement tagging and segmentation strategies. • Audit CRM data for accuracy and consistency. • Monitor automation performance and troubleshoot workflow issues. • Maintain and optimize the organization's technical ecosystem. • Configure advanced Jotform forms with conditional logic. • Integrate Jotform with GoHighLevel. • Test lead routing and automation accuracy. • Audit WordPress forms and website functionality. • Troubleshoot GoDaddy hosting and DNS issues. • Monitor website uptime and system health. • Verify email and notification delivery. • Maintain CRM integrity across all connected platforms. • Troubleshoot system integrations and workflow failures. • Provide operational support for marketing activities.

• Review daily employee and officer reports for completeness and accuracy • Verify reports follow established company standards and reporting rubrics • Compare meal and break attestation forms against employee timesheets • Identify missing information, incomplete reports, or policy exceptions • Flag urgent issues requiring immediate management attention • Prepare concise daily summary reports for leadership • Assist with inbox management and email organization • Organize operational documentation and reports • Maintain tracking logs and administrative records • Support executive administrative tasks as assigned • Help identify reporting trends and recurring operational issues • Assist with maintaining consistency across company reporting procedures • Support ongoing process improvements and documentation • Assist with basic lead generation and outreach activities • Support Google Business Profile updates and online presence • Assist with simple social media engagement and company visibility initiatives • Support light digital marketing projects as assigned

• Research and identify influencers, content creators, bloggers, and affiliate partners aligned with the company's brand. • Source creators across Instagram, TikTok, YouTube, Facebook, Pinterest, and other relevant platforms. • Build and maintain a pipeline of qualified influencer and affiliate prospects. • Evaluate creators based on audience quality, engagement, content style, and brand alignment. • Conduct personalized outreach through email and social media. • Build and nurture professional relationships with influencers and creators. • Assist in planning and coordinating influencer marketing campaigns. • Maintain accurate records using CRM systems or spreadsheets. • Prepare weekly reports on outreach efforts, partnerships, and campaign progress.

• Outbound Calling Execution • Make outbound calls during assigned call blocks • Follow pipeline-specific scripts (Growth / Partner / Conference) • Use a conversational approach while staying within the framework • Handle objections professionally and move efficiently • Schedule calls only when qualification criteria are met • Maintain consistent daily activity targets (calibrated during first 2–4 weeks) • Structured Qualification (Non-Negotiable) • Callers must identify and document: • Decision-maker status (or path to decision-maker) • Clear need and operational pain points • Budget awareness/fit • Urgency/timeline • Correct routing: Standard client vs Partner prospect vs Conference lead • Documentation adjustments will be made during the initial 2-4 weeks to make sure most important components are captured and not backlog the VAs • Pipeline Execution • Growth Pipeline • Cold outreach to SMB decision-makers • Dead lead reactivation from internal lists • Book CCC consultations only when qualified • Escalate enterprise/team buildouts per routing rules - for larger team building clients they will be routed to growth partner pipeline for a more in-depth call • Partner Pipeline • Outreach to agencies/coaches/software companies/communities • Identify distribution + repeatability + willingness to pilot • Book Partner Program calls when criteria are met • Conference Pipeline • Rapid follow-up to event leads • Execute structured 48-hour follow-up blitz • Route correctly into Growth/Sales or Partner based on fit • Spreadsheet Logging & Reporting • Log every attempt and outcome in the assigned sheet • Track: call attempts, disposition, notes, objections, follow-up date, meeting booked (if applicable) • Submit daily activity summary in Teams (simple format)

• Manage the company's presence across Instagram, Facebook, LinkedIn, X, TikTok, and other appropriate platforms • Assist with management of the founder's personal social media accounts • Develop and maintain a rolling 30-day content calendar • Schedule, publish, and manage content across all platforms • Monitor comments, messages, and engagement • Maintain a consistent brand voice across channels • Design graphics and marketing assets using Canva or similar software • Create social media posts, reels, and promotional content • Repurpose long-form content into short-form social media assets • Edit short-form videos for social media • Assist with podcast editing and publishing • Research competitors and industry trends • Help identify opportunities to improve audience growth and engagement • Assist with updating educational content within the company's application platform

• Organizing financial records • Maintaining accurate bookkeeping • Supporting the migration of financial data from Wave to QuickBooks • Reviewing financial documents for completeness and accuracy • Entering financial transactions into QuickBooks • Maintaining organized and accurate bookkeeping records • Ensuring proper categorization of income and expenses • Assisting with maintaining up-to-date financial records • Reconciling bank and financial transactions within QuickBooks • Identifying and resolving discrepancies between financial records • Ensuring all transactions are properly matched and recorded • Maintaining accurate reconciliation reports • Transferring existing financial transactions from Wave to QuickBooks • Verifying the accuracy and completeness of migrated financial data • Organizing imported records and ensuring consistency across systems • Organizing and maintaining financial documents within Google Drive • Assisting with document management and file organization • Supporting administrative tasks related to bookkeeping and vendor management • Accessing and reviewing information from platforms such as Fiverr and Alibaba when needed.