Service guide
CRM and lead follow-up assistant provider guide
Keep leads from going stale with simple CRM cleanup, reminder tasks, appointment setting, and owner-approved scripts.
This page helps you scope the role before you talk to a provider, freelancer, or recruiter.
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Best for
agencies with missed follow-upsreal estate teamshome service companiescoaches and consultantsTask scope
Good work to hand off first
- clean duplicate contacts
- send first follow-up from a script
- book qualified calls
- update lead stage and next task
- flag hot replies for the owner
Keep these guardrails
- do not promise sales results from admin follow-up alone
- keep staffing details and negotiation choices with sales owners
- review message tone before sending at scale
First week
A simple ramp plan
Day 1: define lead stages and no-send rules
Day 2: clean a small lead batch
Day 3: draft follow-up messages
Day 4: send approved reminders
Day 5: review replies, booked calls, and wrong-fit leads
Provider script
Copy this into your first call.
"We want to start with a small pilot for crm and lead follow-up assistant work. The first tasks are listed and repeat each week. Can you explain who screens the assistant, who checks quality, how replacement works, and how tool access is removed if we stop?"
FAQ
Is this lead generation?
This role is best for follow-up and CRM admin. Cold outreach and sales strategy need separate management.
What scripts should we give the assistant?
Give one short first follow-up, one reminder, one break-up email, and one handoff note for hot replies.
Need help scoping the role?
Write down the job before you hire.
Send the tasks, tools, working hours, and parts that need a manager's approval.
Request staffing plan