• Build New Referral Relationships • Reach out to professionals such as insurance agents, property managers, plumbers, and contractors. • Introduce them to our services and build long-term partnerships. • Aim to connect with 20+ new potential referral partners each week. • Manage and Grow Relationships • Stay in touch with partners through calls, emails, and virtual meetings. • Build trust and maintain strong professional relationships. • Support Marketing and Brand Awareness • Help increase brand visibility through outreach, digital networking, and marketing campaigns. • Share company materials and information with referral partners. • Participate in Industry Networking • Join virtual events, online networking groups, and industry communities when possible. • Look for opportunities to expand our network. • Track Outreach and Activity • Use the company CRM system to track outreach, meetings, and relationships. • Provide simple weekly updates on outreach activity and new contacts.

• Answer inbound calls and online inquiries**• Qualify leads and gather required project information**• Schedule on-site estimates efficiently**• Confirm appointments and send reminders**• Maintain professional first-point-of-contact communication**• Track estimate status (scheduled, completed, proposal sent, closed, lost)**• Conduct disciplined follow-ups on open bids**• Communicate with customers to move deals forward**• Escalate hot opportunities to the owner**• Help maintain consistent conversion momentum**• Maintain accurate CRM updates**• Track lead source, status, and next steps**• Monitor response time and follow-up cadence**• Prepare weekly pipeline summaries**• Ensure clean, organized data management**• Follow up with warm or inactive leads**• Support light outbound outreach efforts**• Assist with review requests and referral generation**• Help reactivate past customers**• Support local marketing campaign follow-ups**• Assist with documentation and reporting**• Coordinate internal communication between office and field**• Support invoicing and basic financial tracking**• Maintain organized digital files**• Assist with customer service issue resolution

• Manage inbound inquiries, schedule estimates, follow up on bids • Maintain CRM accuracy, support lead nurturing efforts • Assist with structured outreach • Track estimate status and conduct disciplined follow-ups • Communicate with customers to move deals forward • Maintain accurate CRM updates and prepare weekly pipeline summaries • Follow up with warm or inactive leads • Assist with documentation and reporting

• Manage inbound inquiries, schedule estimates, follow up on bids, maintain CRM accuracy, support lead nurturing efforts, and assist with structured outreach.**• Answer inbound calls and online inquiries**• Qualify leads and gather required project information**• Schedule on-site estimates efficiently**• Confirm appointments and send reminders**• Maintain professional first-point-of-contact communication**• Track estimate status (scheduled, completed, proposal sent, closed, lost)**• Conduct disciplined follow-ups on open bids**• Communicate with customers to move deals forward**• Escalate hot opportunities to the owner**• Help maintain consistent conversion momentum**• Maintain accurate CRM updates**• Track lead source, status, and next steps**• Monitor response time and follow-up cadence**• Prepare weekly pipeline summaries**• Ensure clean, organized data management**• Follow up with warm or inactive leads**• Support light outbound outreach efforts**• Assist with review requests and referral generation**• Help reactivate past customers**• Support local marketing campaign follow-ups**• Assist with documentation and reporting**• Coordinate internal communication between office and field**• Support invoicing and basic financial tracking**• Maintain organized digital files**• Assist with customer service issue resolution