We Clone You

Executive Assistant

• Design, build, and maintain automation workflows across internal systems;
• Develop and implement API integrations, with a strong focus on M**onday.com;**
• Create custom-coded solutions (any programming language is acceptable, provided proficiency);
• Leverage AI tools to design automation logic, API calls, and system workflows;
• Troubleshoot, optimize, and document system performance and integrations;
• Independently manage technical projects end-to-end without internal programming supervision;
• Track tasks and progress using **Trello** and log hours via **Clockify;**

Virtual Assistant – Automations & Systems

• Data entry into compliance software and internal systems;
• Support licensed agents with back-end transaction tasks;
• Schedule inspections and manage limited transaction-related communication;
• Maintain and update transaction records in **Trello;**
• Ensure all documentation is complete, accurate, and compliant;
• Follow established internal processes without high-level decision-making;
• Manage real estate transactions from contract to close (buyer & seller sides);
• Handle 20+ active files simultaneously;
• Track deadlines, contingencies, compliance requirements, and milestones;
• Prepare, review, and organize contracts, disclosures, addendums, and closing statements;
• Serve as the primary point of contact for clients, agents, lenders, title & escrow;
• Schedule inspections, appraisals, title work, and closings;
• Maintain clean and compliant digital transaction files;
• Use **Lofty CRM**, **SkySlope**, **SISU**, and **Google Drive;**
• Identify workflow inefficiencies and propose process improvements;
• Support multiple agents with consistent execution;

Virtual Assistant – Transaction Coordinator / Closing Specialist

• Conduct outbound prospecting calls using Kixie and related communication tools;
• Set qualified appointments directly on the executive’s calendar;
• Execute structured follow-up via phone, text, and email to confirm interest and attendance;
• Pre-qualify prospects to ensure strong intent and alignment prior to booking;
• Source, verify, and maintain clean, accurate lead lists;
• Maintain detailed call notes and precise calendar entries;
• Reduce no-shows through confirmation and reminder processes;
• Communicate effectively with Sales and Operations regarding pipeline status;
• Identify issues proactively and resolve them with minimal supervision;

Virtual Assistant – Appointment Setter

Project Manager

• Track deadlines, deliverables, campaign launches, and performance updates across teams;
• Schedule and facilitate cross-functional meetings; document and distribute action items;
• Maintain internal project boards and workflows (e.g., Jira, ClickUp);
• Coordinate creative production tasks such as ad copy, asset requests, and approvals;
• Compile campaign status updates and assist with client reporting;
• Troubleshoot project bottlenecks and escalate issues when needed;
• Support process improvements and contribute to overall team efficiency;

Virtual Assistant – Project Manager

• Build and manage the company’s lead generation and automation ecosystem inside GoHighLevel
• Execute a custom GoHighLevel website build using provided content (no templates), ensuring a polished, conversion-focused, and SEO-optimized structure
• Implement written content exactly as provided, improving layout, readability, and flow where needed
• Design pages that are clean, professional, easy to navigate, and optimized for lead capture
• Complete the initial website build within 7 days, using the existing global header and footer
• Build and maintain GoHighLevel systems including: funnels, landing pages, forms & surveys, calendars & pipelines
• Create new lead intake and manage automation workflows such as automated emails & SMS follow-ups, lead nurturing campaigns, and task creation & internal notifications
• Implement full client journeys, including automated emails, contract delivery, e-signature workflows, and status-based automation
• Maintain CRM organization, tagging, segmentation, workflow logic, and campaign performance
• Support ongoing marketing tasks such as website updates, blog posting (SEO-friendly formatting), Facebook posting, and monitoring incoming leads
• Ensure automations and workflows trigger correctly at all times

Virtual Assistant – GoHighLevel Marketing & Automation Specialist

Business Development Rep

• Support business development efforts by executing daily outbound outreach to potential clients;
• Reach out to leads using **email and phone** through the CRM system;
• Work with provided lead lists to initiate contact and move prospects into the sales funnel;
• Guide prospects through the initial steps of the funnel by sharing forms and basic information;
• Identify and qualify warm leads, then **transition them to a senior team member** once qualified;
• Maintain accurate records of outreach, conversations, and lead status within the CRM;
• Write clear follow-up emails and summaries of conversations;
• Provide **end-of-day reporting**, including notes on contacts made and next steps;

Virtual Assistant – Automations & Systems

Virtual Assistant – Transaction Coordinator / Closing Specialist

Virtual Assistant – Appointment Setter

Virtual Assistant – Project Manager

Virtual Assistant – GoHighLevel Marketing & Automation Specialist

Virtual Assistant – Business Development