Provided end-to-end virtual assistance and appointment-setting support for businesses in insurance, Merchant Cash Advance (MCA), real estate, and solar industries.
Managed high-volume inbound and outbound calls to connect with potential customers and qualified leads.
Conducted cold calling and lead generation to identify prospects and create new business opportunities.
Handled appointment setting and follow-ups, ensuring qualified prospects were properly scheduled and updated. Provided customer service and administrative support, including responding to inquiries and maintaining accurate records.
Used CRM and communication platforms such as GoHighLevel, Brivity, Place, Calendly, Slack, Microsoft Office, and Google Workspace.
Maintained organized lead information, tracked follow-ups, and supported daily business operations.
Adapted quickly to different client systems, scripts, workflows, and industry requirements.
Worked independently with minimal supervision while maintaining professionalism, consistency, and attention to detail.
Focused on improving lead engagement, appointment bookings, customer experience, and overall business efficiency.