20four7VA

Lead Generation

• Manage and execute large-scale, multi-channel outreach campaigns
• Drive lead flow through targeted mass DM outreach, Instagram account engagement, cold email campaigns, and daily lead nurturing activities
• Work closely with the Operations VA to ensure all leads are properly tracked, qualified, and transitioned through the pipeline efficiently
• Execute high-volume mass DM outreach campaigns (up to 2M/day) using approved tools and SOPs
• Manage Instagram account outreach and engagement
• Execute cold email outreach campaigns using provided templates and targeting criteria
• Perform daily follow-ups and targeted lead engagement
• Support digital advertising initiatives across multiple platforms
• Assist with content distribution across multiple social media pages
• Ensure campaign consistency, accuracy, and compliance with platform rules
• Manage email and SMS campaigns, including flows and automations, templates and copy implementation, integrations with CRM or marketing platforms, monitor performance, and flag deliverability or engagement issues
• Coordinate closely with the Operations VA to track leads accurately, qualify inbound and outbound responses, ensure clean handoff to sales or next-stage teams, maintain up-to-date records inside CRM or tracking systems

Lead Generation & Digital Campaign Virtual Assistant, Bilingual

Appointment Setter

• Contact and engage company-provided leads via phone, email, and follow-up outreach
• Qualify prospects based on needs, budget, decision-making authority, and readiness
• Nurture leads through multiple touchpoints to build trust and interest
• Book qualified appointments directly onto the company calendar
• Close deals when appropriate without disrupting sales momentum
• Clearly explain digital services such as: Website design and development, AI tools (chatbots, RAG systems, automation workflows), Client-facing and internal business solutions
• Identify which services provide the most value for each prospect
• Maintain accurate notes, statuses, and follow-ups in the CRM
• Collaborate closely with the internal sales team for handoffs when needed
• Follow sales scripts and processes while adapting conversations naturally

Appointment Setter / Sales Closer – Tech & Digital Solutions

Executive Assistant

• Monitor rental payments and ensure tenants are up to date.
• Track property-related expenses and categorize them properly.
• Maintain inventory of purchased items for each property or project.
• Assist with advertising and posting rental listings on social media. Client will provide content, photos, and instructions.
• Communicate via email or text with vendors, including Spanish-speaking vendors using translation tools if needed.
• Assist in setting up a bookkeeping system using QuickBooks Online or Xero (client prefers QuickBooks but is open to both).
• Categorize transactions, track income and expenses, and help ensure books are accurate and up to date.
• Generate monthly reports, including account reconciliation and summaries for the client to review.
• Manage and coordinate an extensive schedule of doctor appointments, physical therapy sessions, and ongoing medical treatments.
• Follow up on medical tasks, therapy sessions, and research for health-related needs.
• Provide reminders and help the client stay organized, especially considering limited physical mobility.
• Support personal family administration tasks, schedules, and event reminders.

RE Broker/Investor/Owner Virtual Assistant

• Schedule and manage social media posts using Metricool or similar tools.
• Repurpose existing graphic templates into multiple social media content variations.
• Assist with social engagement (comments, community interaction) to support visibility and consistency.
• Support email marketing campaigns and list management using Mailchimp.
• Maintain consistency across platforms and campaigns according to provided direction.
• Help organize marketing assets, calendars, and workflows.
• Assist in creating and maintaining SOPs for recurring marketing processes.
• Support structural organization of campaigns, content libraries, and timelines.
• Translate high-level ideas or instructions into actionable tasks.
• Assist with content updates or basic tasks on WordPress-based websites.
• Coordinate updates across marketing platforms to ensure alignment.
• Perform light administrative tasks such as inbox cleanup and organization.
• Maintain clear documentation of work completed and next steps.
• Communicate progress, questions, and suggestions proactively.

Marketing Operations, Content Support Virtual Assistant

• Support insurance verification and front desk administrative functions
• Verify patient insurance eligibility for visits and procedures prior to appointments
• Confirm in-network vs. out-of-network coverage
• Determine patient financial responsibility before check-in
• Identify insurance issues in advance to prevent denied or rejected claims
• Ensure accuracy of insurance data within the EHR system
• Schedule, reschedule, and confirm patient appointments based on office protocols
• Follow provider-specific scheduling rules for visit types and appointment slots
• Assist with patient communications related to scheduling and insurance questions
• Answer and route incoming phone calls using a VOIP system
• Provide professional and courteous phone support on behalf of the practice
• Perform general administrative tasks as needed
• Document and track tasks using Google Docs

Medical Virtual Assistant – Insurance Verification, Front Desk Support

Customer Support

• Serve as first point of contact for internal Vantaca service tickets.
• Respond to, resolve, triage, or escalate issues appropriately.
• Set up and configure Vantaca user accounts, access levels, and portfolios.
• Monitor action items and system performance for ongoing accuracy.
• Coordinate directly with Vantaca Support on escalated or complex issues.
• Follow up on outstanding items to ensure timely resolution.
• Conduct data audits in Vantaca during Community Manager transitions.
• Produce executive summaries for regional leaders to support retention planning.
• Perform data validation and accuracy checks in Vantaca and SharePoint.
• Assist with tracking and processing insurance policy action items.
• Communicate with coworkers and clients to facilitate Vantaca software use.
• Maintain organized documentation of ticket activity, audits, and reports.
• Support the Customer Experience team with ongoing tasks and special projects.
• Provide light training or internal guidance on Vantaca features as needed.

Property Management System Admin Clerk / Customer Experience Support

• Support LinkedIn and Cold Email prospecting efforts
• Manage outreach campaigns
• Write outbound messaging
• Assist with social media and email content creation
• Conduct targeted prospecting using Apollo.io
• Research industry pain points and align outreach to messaging
• Write LinkedIn cold outreach sequences tailored to specific industries and personas
• Set up and configure campaigns in We-Connect.io
• Perform monthly data enrichment
• Monitor inbox and collaborate on messaging
• Generate performance insights and optimize campaign outcomes
• Prospect leads using Apollo.io and export data
• Validate email lists and manage leads inside Instantly.ai
• Respond to warm leads via Google Voice
• Create and manage AI agents within Instantly.ai
• Run independent campaigns and execute all email outreach