Sales Admin Support Needed
Budget: $15 – $25 USD
I run a restoration company and need a dependable hand to keep sales-related admin tight and timely. The core of the role is twofold:
• Data entry – each new lead or closed job must be captured quickly and accurately. You’ll enter customer contact details alongside sales figures such as quoted price, approved amount, and closing date into our CRM and a simple spreadsheet we use for weekly reporting.
• Customer follow-up – once a job is quoted, I call to confirm scope and next steps, but I need you to handle the routine check-ins by phone. That means a brief, friendly call a few days after each quote to note questions, gauge interest, and schedule me for any technical discussions when required.
I can provide call scripts, an online phone system, and login credentials for the CRM. What I expect back at the end of each day is an updated database, a call log with outcomes, and any hot issues flagged in the comments column so nothing slips.
Accuracy, clear spoken English, and the confidence to call homeowners or property managers are essential. If you already know tools like Pipedrive, or even just Google Sheets that’s a bonus, but I’m happy to train on our setup.
Please tell me about similar admin or follow-up work you’ve handled, the phone system you prefer, and when you can start.
• Data entry – each new lead or closed job must be captured quickly and accurately. You’ll enter customer contact details alongside sales figures such as quoted price, approved amount, and closing date into our CRM and a simple spreadsheet we use for weekly reporting.
• Customer follow-up – once a job is quoted, I call to confirm scope and next steps, but I need you to handle the routine check-ins by phone. That means a brief, friendly call a few days after each quote to note questions, gauge interest, and schedule me for any technical discussions when required.
I can provide call scripts, an online phone system, and login credentials for the CRM. What I expect back at the end of each day is an updated database, a call log with outcomes, and any hot issues flagged in the comments column so nothing slips.
Accuracy, clear spoken English, and the confidence to call homeowners or property managers are essential. If you already know tools like Pipedrive, or even just Google Sheets that’s a bonus, but I’m happy to train on our setup.
Please tell me about similar admin or follow-up work you’ve handled, the phone system you prefer, and when you can start.