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OUR ROLE AS A VA

As a Virtual Assistant (VA), you’re the first point of contact for potential clients. Your role is crucial for setting the stage for successful partnerships.

Your Key Tasks:

Cold Calling B2B Prospects

Call businesses to introduce ADS's services.

Following Up

Check if the client has reviewed the proposal and address any questions.

CRM Management

Save and update lead information in the CRM system.

Tip: Always stay friendly, professional, and confident on calls.

WHAT ADS EXPECTS FROM YOU?

Work Diligently and with Integrity

Stay focused and complete daily call tasks.

Be honest and transparent with clients.

Be Conversational

Don't sound robotic. Speak naturally and confidently.

Build rapport by being genuinely interested in the customer's needs.

GOALS & TASKS

1

Log into systems and tools

Systems and tools are provide
Start by reviewing your call list.

2

Call the Leads

Use the script provided and adapt it to the conversation.

3

Update the CRM

Record call outcomes and add notes for follow-ups.

Tip: Remember, you're offering a valuable service that makes buildings look better and last longer!

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2. True/False: ADS LLC only provides window cleaning services.
3. Fill in the Blank: ADS LLC helps businesses maintain clean, ____________-looking buildings.
4. Which of the following services improves solar energy efficiency?
6. True/False: One of ADS LLC’s services is cleaning dryer vents to reduce fire risks.
9. What is the primary responsibility of a VA when calling potential clients?
10. True/False: One of your tasks as a VA is to follow up with potential clients after sending the proposal
11. Fill in the Blank: When calling potential clients, you should always sound __________ and confident.