Transaction Coordination & Lead Generation
Budget: $2 – $8 USD
I’m ready to hand off three time-consuming parts of my workflow—transaction paperwork, outbound lead generation, and basic social media upkeep—so I can focus on closing more deals.
Transaction coordination
You’ll become the gatekeeper for every document in a deal. That means opening, naming, and filing contracts and legal forms in the correct folders, double-checking that nothing is missing, and keeping all parties updated inside our shared Google Drive and CRM. Familiarity with DocuSign or similar e-signature tools will help you hit the ground running.
Cold-calling for leads
I provide the call lists and a straightforward script; you focus on generating new prospects. After each session, I need a clean, accurate spreadsheet (or CRM entry) that shows who was reached, the outcome, and any next steps. Consistency and a pleasant phone manner are critical.
Social media support
Light but important: draft or schedule short posts, answer basic inquiries in comments or DMs, and flag anything that needs my personal attention. Canva or Buffer experience is a plus.
Deliverables I’ll review for acceptance
• A fully organized digital folder containing all contracts and legal forms for each active transaction
• A daily call log summarizing leads generated, contact details, and follow-up notes
• A weekly content calendar with drafted captions and scheduled posts
If you’re detail-oriented, comfortable on the phone, and quick with online tools, let’s talk.
Transaction coordination
You’ll become the gatekeeper for every document in a deal. That means opening, naming, and filing contracts and legal forms in the correct folders, double-checking that nothing is missing, and keeping all parties updated inside our shared Google Drive and CRM. Familiarity with DocuSign or similar e-signature tools will help you hit the ground running.
Cold-calling for leads
I provide the call lists and a straightforward script; you focus on generating new prospects. After each session, I need a clean, accurate spreadsheet (or CRM entry) that shows who was reached, the outcome, and any next steps. Consistency and a pleasant phone manner are critical.
Social media support
Light but important: draft or schedule short posts, answer basic inquiries in comments or DMs, and flag anything that needs my personal attention. Canva or Buffer experience is a plus.
Deliverables I’ll review for acceptance
• A fully organized digital folder containing all contracts and legal forms for each active transaction
• A daily call log summarizing leads generated, contact details, and follow-up notes
• A weekly content calendar with drafted captions and scheduled posts
If you’re detail-oriented, comfortable on the phone, and quick with online tools, let’s talk.
Related categories:
Data Entry
Telemarketing
Sales
Virtual Assistant
CRM
Salesforce.com
Social Media Management
Lead Generation
Canva