OSA Outsourcing Advantage

• Initiate contact with potential clients via phone, email, or other communication channels. • Qualify leads and identify potential sales opportunities. • Schedule appointments for the sales team with qualified leads. • Maintain accurate records of interactions and appointments in the CRM system. • Follow up with leads to confirm appointments and provide any necessary information. • Collaborate with the sales team to ensure a seamless transition from lead generation to appointment setting. • Meet or exceed daily, weekly, and monthly appointment-setting targets.

• Identify and develop new business opportunities through outbound outreach and networking. • Build relationships with prospective clients and understand their staffing and outsourcing needs. • Present the company's outsourcing solutions in a professional and consultative manner. • Qualify leads and guide prospects through the sales process. • Schedule and conduct discovery calls and sales meetings with potential clients. • Prepare proposals and follow up with prospects to close new business opportunities. • Maintain and update client information, sales activities, and opportunities in the CRM. • Meet or exceed monthly sales, revenue, and client acquisition targets. • Develop long-term relationships with clients to encourage repeat business and referrals. • Stay informed about industry trends and provide market feedback to the management team.

• Manage the company's social media presence across Instagram, Facebook, TikTok, and other relevant platforms. • Create, schedule, and publish engaging social media content. • Develop content calendars and implement social media strategies aligned with business goals. • Write compelling captions and optimize posts to maximize engagement and reach. • Monitor comments, messages, and audience interactions as needed. • Track social media performance, analyze key metrics, and provide regular reports. • Stay up to date with social media trends, platform updates, and emerging best practices. • Recommend creative ideas and opportunities to improve content performance and audience growth. • Collaborate closely with the client to ensure a consistent brand voice across all platforms.

• Prepare detailed take-offs from construction plans for various project scopes. • Estimate material quantities, including trims, frames, windows, doors, and moldings required for each job. • Review and interpret construction plans to ensure accuracy in measurements and calculations. • Provide precise project estimates and quotes for clients. • Work independently to deliver estimating deliverables such as material takeoffs, labor hours, and pricing proposals.

• Enter and maintain accurate data in company software. • Perform bookkeeping and data entry tasks in QuickBooks. • Update records and organize information. • Assist with administrative and operational tasks. • Generate and update reports as needed. • Communicate effectively with team members. • Follow established workflows and procedures. • Complete tasks accurately and on time.

• Review and interpret architectural plans, drawings, specifications, and detailed wall sections. • Perform accurate and detailed quantity takeoffs for painting, drywall, tile, and sheetrock scopes. • Analyze and work with complex plans, including wall types, assemblies, and finish schedules. • Utilize STACK software to complete takeoffs efficiently and accurately. • Work across residential, multifamily, and commercial projects, including large-scale builds. • Collaborate with the estimating team to ensure accuracy and meet deadlines.

• Serve as a trusted digital assistant for customers, by completing everyday online tasks on their behalf. • Provide step-by-step assistance to customers not able to use the internet websites, apps, and online forms. • Build customer confidence by patiently explaining processes and supporting non-technical users. • Maintain professionalism, privacy, and discretion when handling sensitive personal or financial information. • Deliver customer support through both voice/phone and written channels (chat and/or email). • De-escalate conflicts and resolve issues with empathy and clarity. • Multitask efficiently while conversing and executing digital tasks.

• Maintain existing GoHighLevel workflows and automations. • Pull reports and place data into pre-designed Canva templates. • Schedule and organize content calendars. • Upload and manage content with accurate caption-to-date alignment. • Support administrative and marketing tasks across multiple platforms. • Use tools such as Notion, GoHighLevel, Canva, and AI software. • Follow established processes and complete repetitive tasks consistently.

• Post daily content on LinkedIn and Instagram. • Schedule and publish content according to the content calendar • Monitor engagement and respond to messages and comments. • Maintain brand consistency across social media platforms. • Manage multiple social media accounts

• Act as the primary communication bridge between the owner and office staff, relaying information and keeping all parties informed. • Follow up on assigned tasks and ensure completion within set timelines. • Organize and maintain communication channels, documentation, and task tracking. • Coordinate daily workflow and support administrative processes. • Assist with client and customer communications as needed. • Maintain confidentiality and professionalism in all interactions. • Support the team in adapting to evolving business needs and priorities.