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What is your current level of experience in freelance work?

 

 

Lead management/follow-up/Cold-Calling QuickBooks bookkeeping

Cold Call Leads Manage and update CRM with new leads Follow up with seller leads via phone, email, or text (scripts provided) Track lead status and schedule follow-ups Organize documents and manage Google Drive or Dropbox files Perform data entry in QuickBooks (expenses, receipts, categorizing) Help with email management and calendar scheduling Light research (comps, contractor pricing, etc.)