• 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

Role Description We are looking for a proactive, detail-oriented, and relationship-driven LinkedIn Outreach & CRM Setter who will manage LinkedIn conversations, nurture leads, maintain CRM records, and schedule sales calls. This is not a sales-closing role. The VA's primary responsibility is to initiate conversations, build rapport, nurture prospects, and book qualified discovery calls for Felisa. Initially, the role will focus on LinkedIn outreach for approximately 10 hours per week, with opportunities to expand into Executive Assistant and administrative responsibilities as the business grows. Qualifications - LinkedIn outreach experience - Lead generation experience - Appointment setting experience - CRM management experience - Strong written English - Excellent interpersonal communication - Highly organized - Strong attention to detail Requirements - Send daily LinkedIn connection requests - Send first-touch outreach messages using Felisa's messaging framework - Personalize messages where appropriate to sound natural and human - Review previous conversations before responding - Continue conversations naturally while maintaining Felisa's tone of voice - Build genuine relationships instead of sending robotic messages - Follow up with prospects based on Felisa's nurturing sequence - Keep conversations active without appearing overly sales-focused - Send newsletters or lead magnets when appropriate - Identify warm leads and continue nurturing them - Know when to pause conversations and re-engage after weeks or months - Maintain Felisa's CRM by updating lead stages - Categorizing contacts - Moving prospects into appropriate pipelines - Maintain accurate records after every conversation - Qualify interested prospects - Invite qualified leads to book a consultation - Schedule discovery/sales calls on Felisa's calendar - Confirm appointments - Keep the CRM updated daily - Record notes from conversations - Track follow-ups - Monitor prospect status Benefits - Future growth opportunities to include Executive Assistant support - General administrative tasks - Calendar management - Email management - Scheduling LinkedIn posts - Additional operational support Ideal Personality - Professional - Friendly - Personable - Coachable - Easy to work with - Reliable - Organized - Proactive - Confident communicator - Able to think independently while respecting instructions - Able to represent the client professionally Communication Style The VA will communicate as Felisa. The goal is to sound authentic—not like a virtual assistant. Messages should feel conversational, be warm, build trust, avoid sounding automated, and respect busy executive schedules. The VA should gradually learn Felisa's tone, writing style, and coaching philosophy. Working Hours - Minimum: 10 hours per week - Approximately 2 hours per weekday - Ongoing engagement - Preferably available during UK morning hours - Some overlap with the client's schedule is preferred for communication Success Metrics - Maintain consistent LinkedIn outreach - Keep CRM records updated - Build genuine conversations - Increase response rates - Nurture prospects effectively - Book approximately 3 qualified discovery calls per week - Represent Felisa professionally and authentically Important Client Preferences - The VA will log into Felisa's LinkedIn account and communicate as if they are Felisa. - The VA should not identify themselves as an assistant during conversations. - Messages should feel human and personalized, not copied and pasted. - The client welcomes suggestions and ideas but expects the VA to discuss them before implementing changes. - Long-term potential is very important—the client hopes to grow this role into a broader Executive Assistant position. - The client prefers authenticity over aggressive sales tactics. - Experience communicating with CEOs, senior leaders, and corporate professionals is a strong advantage. - The client is not looking for content creation support.

• Research companies that match the ideal customer profile (ICP). • Identify buying signals, growth indicators and business opportunities. • Conduct detailed online research to verify company information through multiple trusted sources. • Research founders, executives and key decision-makers. • Build highly qualified prospect lists with an emphasis on quality over quantity. • Record and organise research findings using Google Sheets. • Personalise LinkedIn connection requests and email outreach. • Follow established outreach frameworks while tailoring messaging to each prospect. • Manage lead follow-up schedules and nurture prospects over time. • Book qualified discovery calls with the Founder. • Maintain accurate prospect records and research documentation. • Collaborate closely with the Founder to continuously refine prospecting strategies. • Monitor LinkedIn activity and engage with relevant prospects where appropriate. • Work closely with the Founder to continuously refine research criteria, outreach strategies and ideal customer profiles.

Role Description We are seeking a highly motivated and result-driven Remote Pre-Sales Agent to join our team. This role is crucial for our growth, acting as the first point of contact to engage potential clients and qualify leads before they are passed on to the sales team. The ideal candidate thrives in a work-from-home environment and possesses excellent communication and organizational skills. Qualifications - Exceptional Communication - Self-Motivated & Disciplined - Resilient & Goal-Oriented Requirements - High School Diploma or GED - Great Verbal and Written Communication Skills - Working Knowledge of Windows Based Operating Systems including Google Chrome - Can Demonstrate Product Knowledge once Nesting Period is Complete - Ability to Adapt in a Fast-Changing Environment - Own a computer at home (CANNOT be a Chromebook, Notebook, or MacBook) that meets these minimum workstation requirements: - Processor: Intel Core i5 2.1GHz or better or AMD equivalent (Ryzen 5 or better) - Operating System: Windows 10 (32-bit / 64-bit) or higher - RAM: 8GB or more - Webcam - High speed internet access with download speed of at least 100 and upload speed of at least 10 - Must have a desk/workstation in a quiet workspace - Must be able to attend a full 2-week MANDATORY virtual training Monday-Friday 9am-5pm EST (8am-4pm CST) Benefits - Remote work - Remote training - For Full-time employees ONLY: - Medical, Dental, Vision, STD, LTD, Life and AD&D after 90-day probationary period if elected - PTO after 6 months of employment