Raymond S. Villanueva works as a real estate virtual assistant. His main tasks include cold calling, gathering lead information, using Zillow, setting appointments via forms and CRM, and following up on stagnant leads. At the start of each shift, he sends screenshots confirming his equipment is working and switches on a company tracking system. He then makes himself available to start dialing lists or campaigns using call tools. During calls, he determines if the person is interested in selling property, asks relevant questions if so, records notes, checks Zillow, and submits the lead to CRM before ending each call. At the end of each shift, he compiles his progress in a Google Sheet for client

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