• Make outbound calls to existing and newly purchased leads (old database leads, expired/withdrawn listings, FSBO leads, and open house leads) to re-engage and qualify them.
• Follow up consistently with leads over time to keep them warm until they’re ready to transact.
• Gather buyer criteria on qualifying calls — target areas, price range, home style, bed/bath count, must-have amenities (e.g., proximity to a train station), and timeline.
• Book appointments or phone consultations for Client 1 (and occasionally Client 2) with qualified leads, and confirm they show up.
• Work leads inside the team’s CRMs (HighLevel and Follow Up Boss) — logging call outcomes and moving leads through the pipeline.
• Spend part of the time managing and following up on warm leads already sitting in Client 2’s Follow Up Boss account.
• Aim for a high volume of outbound activity — target is roughly 125–150+ calls per shift, working toward ~900 calls per week.