1.
Portfolio of
Experiences
RAYMOND S. VILLANUEVA
REAL ESTATE VIRTUAL ASSISTANT

2.
Main Tasks / Responsibilities
 Cold Calling
 Gathering / Extracting Information
 Zillow Navigation
 Appointment Setting (via company JotForm and CRM)
 Follow-up with Stagnant Leads

3.
Start of Shift
 I start my day by sending screenshots of
my equipment statuses and make sure
everything is working and have
encountered no issues before the start
of shift.

4.
Start of Shift
 I switch Time Doctor – a company
provided tracking system that records
my progress and starts taking
screenshots of my screen during shift.

5.
Start of Shift
 I go on “Available” Auxiliary to start dialing lists or campaigns
 I use either CallTools and BatchDialer.

6.
During Shift
 When a call connects, I determine if the PIC (Person-in-Contact) is looking to or if
he/she/they/them knows anyone who might want to sell a property.
 If their answer is No, I thank them for their time and proceed to the next call.

7.
During Shift
 If their answer is Yes, I proceed by asking relevant questions about their
Motivation for selling, Timeframe, Price, and the Condition of the property
they are looking to sell.

8.
During Shift
 After gathering the information needed, I review the template for anything I’ve
missed and once everything is clear, I politely end the call. In this stage, I summarize
my notes and navigate Zillow for estimates and other information that may not have
been discussed during the call.

9.
During Shift
 I submit these information to the CRM and inform the client about the lead
and the timeframe of the appointment I set with the PIC (usually within 48
hours to allow preparation).

10.
End of Shift
 At the end of the day, I compile my progress through a Google Sheet that will
be sent to the client for a daily review