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VA TASK CHECKLIST

App Developer

Administrative Tasks

-Having someone to help you with these tasks will help you focus on your most important tasks, which is your 20%.

  • Birthday Shout Outs 

  • B2B Appointment Setting/reminder (Business to Business) 

  • Calendar Management  

  • Client Event Coordination 

  • Collecting Client Reviews 

  • CRM Management 

  • Create and Manage Team Tasks 

  • Database Cleanup 

  • Daily Appointment Confirmations 

  • Email Management 

  • Finding Open Houses 

  • Help Track Showing Feedback (Listings) 

  • Inbound Phone Calls (Support) 

  • Listing Input 

  • Remind Agent/Team of Daily and Recurring Tasks

  • Remind Agent/Team to call Clients on their Anniversaries

  • Preparation of Pre-Listing Packet 

  • Profile Updating 

  • Property Management Coordination 

  • Schedule Meetings 

  • Scheduling Showings 

  • Send an Email Out to Reverse Prospects 

  • Send an Anniversary Email, Card, or Message 

  • Setting up Buyers in Auto search 

  • Transaction Management (non-compliance only) 

  • Task Management 

  • Team ONBOARDING 

  • Thank you card Post Appointment 

  • Vendor Management 

  • Weekly/Daily Seller Updates (For Listings)

Marketing

  • Managing a Brand Kit

  • Listing Marketing( Coming soon, Just listed, Under Contract, Closed) - Facebook Ads 

  • Facebook Business Page Management 

  • Instagram Page Management 

  • Running Your LinkedIn 

  • Running a VIP Facebook Group 

  • Monthly Market Update Video Blasts 

Lead Management

  • Lead Tracking 

  • Lead Follow-up 

  • Lead Management 

  • Quarterly Check-In Calls 

  • Warm Lead Follow-Up 

  • Agent Referral Monitoring 

Finance

  • Expense Management

  • Receipt Management

  • Bookkeeping

  • Budgeting

Others

  • Assist in non Business related tasks

  • Other Personal tasks

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