Every Lead Called. Every Opportunity Nurtured.
A Prospect Backer drives business growth by managing your leads from first call to CRM follow-up. From calling prospects to planning lead-generating events and supporting your social media presence, they keep your pipeline active and your daily operations running smoothly.
What We Do
- Call leads from your sphere of influence, purchased leads, internet leads, and real estate agent referrals to set appointments
- Update the CRM with information from every lead call
- Set up and manage leads in the CRM, ensuring information is complete, accurate, and properly tagged
- Follow up with leads according to scheduled tasks
- Organize lead-generating events — calling, texting, and emailing attendees, scheduling, and confirming attendance
- Send invites and event materials
- Post client-provided materials on social media
- Monitor social media for potential opportunities from life events like marriages, new babies, or retirements
- Assist with daily admin tasks, including messages, email management, and other ad hoc requests
Perfect For
Business owners and loan officers who want a dedicated partner managing lead calling, CRM organization, events, and admin support — so no opportunity gets missed.
More Calls Made. More Leads Nurtured.
Let a Prospect Backer manage your leads and daily operations, so you can focus on closing more business.
