VA Guide - Authorify

They can keep everybody updated. They can also submit all the documents to your broker to make sure you’re in compliance for the file. They can also track down one missing signature on one piece of paper and send that to the party before closing. Task #9: Help Manage Your Database A virtual assistant can oversee and manage your past client and sphere-of-influence database. In this case, the first thing you’re likely going to want them to do is put all of your data in one spot in your Customer Relationship Management (CRM) system so you can follow up with them. Maybe you want to put all your past clients and your sphere-of-influence leads into a regular email. A VA can coordinate this process. Maybe you want to call clients every quarter or twice a year or once a year. VAs can keep track of all their phone numbers. Maybe you want to do a mailing to your past clients. VAs can research and update your past clients and your sphere-of-influence leads’ mailing addresses. They can also manage your email marketing for you. They can either write — or find someone to write — emails to stay in touch with your past clients, then send them to you for approval. They can put all your emails into an email management system, such as Mad Mimi or iContact. Then, they can queue up, send the emails, and manage the entire email database so you get more referrals from your past clients by keeping your name constantly in front of them. VAs can even put together a Christmas card for you each year, by putting together your mailing database, getting your approval on the Christmas card, then coordinating the mailout process. They can also manage all of your past clients on Facebook so you’re “friending” every one of your past clients on Facebook. I’m going to be discussing social media marketing later, but a lot of social media marketing centers on staying in touch with your past clients and your sphere of influence. If you know who they are and you’ve managed them in a database, you can also add them as Facebook friends. Past clients will send you business. According to the National Association of Realtors® (NAR), 86% of buyers and sellers would use their agent again and recommend their agent to others.