
Diana A
Turning GoHighLevel and Lofty CRMs into Lead Conversion Machines
Competenze

Consulta i miei servizi


Portfolio
Esperienza lavorativa
Savant Realty Group
Freelance • 3 yrs
Client Care Administrator
Sep 2024 - Aug 2025 • 11 mos
Lead & CRM Operations - Conducted outbound lead engagement and follow-up within Lofty CRM to convert inquiries and cold leads into active clients - Maintained accurate pipeline tracking and stage progression in Lofty - Recorded and updated transaction data in Lofty and ReZen to ensure visibility and accountability - Managed Lofty CRM follow-up sequences so leads progressed through the funnel without manual breakdowns Transaction & Documentation Coordination - Managed digital signature workflows through DocuSign - Coordinated showing schedules via ShowingSmart - Reviewed inspection reports and organized key findings to support agent-client communication - Worked directly with agents to prepare and process contract using Zipforms and Transaction Desk Client Onboarding & Communication Support - Conducted client onboarding sessions to align expectations and next steps - Supported structured communication touchpoints throughout the real estate transaction lifecycle - Created internal training videos to improve operational consistency Market & Data Support - Conducted Comparative Market Analyses (CMA) within HAR Multiple Listing Service (MLS) to support pricing strategy and listing preparation
AI Automation Specialist
Jul 2023 - Aug 2025 • 2 yrs 1 mo
Setting up workflows that streamline real estate business processes and increase efficiency. These workflows facilitate Client Onboarding, Data Entry and Management, Client Communication, Marketing Automation and Lead Generation.
Digital Marketing Virtual Assistant
Self-Employed • Full time
Oct 2023 - Sep 2024 • 11 mos
As a digital marketing virtual assistant, I offered the following services: Virtual Assistant Services: Providing administrative support so that business owners can focus more on their core business processes. Web Design: Creating custom, lead-generating websites Search Engine Optimization (SEO) : Providing strategies to enhance businesses' online presence
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Valutazione dettagliata
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Ordina per
jasonknox128

Stati Uniti
she did not do the job that she said she was going to do for me instead she gave me some guide on how to do it myself that she copied and pasted from the internet and sent to me. and then when I told her I wanted a refund or for her to do the job right she said she wasn't allowed to do that job and I'd already accepted and paid so that's it
Fino a 50 USD
$
4 giorni
Tempo
Risposta del venditore
snoop40
Cliente abituale

Pakistan
Great job.
Fino a 50 USD
$
3 giorni
Tempo
reggielowe

Stati Uniti
Seller is awesome!
Fino a 50 USD
$
4 giorni
Tempo
megatrey5
Cliente abituale

Stati Uniti
My experience was excellent.
50 USD-100 USD
$
8 giorni
Tempo
Risposta del venditore
briandukuze

Stati Uniti
She did a great job and delivered on her promise. I couldn't of done it without her.
Fino a 50 USD
$
2 giorni
Tempo
Risposta del venditore