内部销售代理（ISA）—— 房地产冷电销
Inside Sales Agent (ISA) — Real Estate Cold Calling
公司简介
客户是一支由两名经纪人组成的房地产团队，他们主要通过直接获取潜在客户，而不是依赖经纪公司的推荐渠道。客户1主要作为买方代理，拥有广泛的个人影响力，而客户2则专注于房源挂牌，并在Follow Up Boss中维护自己的客户资源。该团队直接投资于潜在客户——包括纳税记录数据、过期和撤回的房源、业主自售客户以及开放日客户——这样他们在每笔交易中可以获得更多收益，而不是与经纪公司分成。
职位概述
客户1目前主要独自负责潜在客户获取和面向客户的交易，没有足够的时间持续处理大量涌入的潜在客户。这个职位是内部销售代表（ISA），其唯一职责是业务的投资方面：处理团队CRM中约840-850个处于休眠状态的现有客户，跟进批量购买的客户（过期、撤回、业主自售）和开放日客户，并保持客户热度直到他们准备见面。
ISA还需要花时间在客户2的Follow Up Boss账户中，该账户包含一些尚未被处理的热客户，当客户2外出看房和挂牌时这些客户会被搁置。此职位的成功意味着为客户1（偶尔为客户2）安排合格的面谈或电话咨询，并确认他们到场。
关键职责
• 向现有和新购买的客户（旧数据库客户、过期/撤回房源、业主自售客户和开放日客户）进行外呼，重新联系并评估他们。
• 随着时间推移持续跟进客户，保持他们的热度，直到他们准备交易。
• 在评估电话中收集买家需求——目标区域、价格范围、房屋风格、卧室/浴室数量、必备设施（例如靠近火车站）、时间表等。
• 为客户1（偶尔为客户2）安排合格客户的面谈或电话咨询，并确认他们到场。
• 在团队的CRM系统（HighLevel和Follow Up Boss）中处理客户——记录通话结果并将客户推进流程。
• 花一部分时间管理并跟进客户2的Follow Up Boss账户中已有的热客户。
• 追求高频率的外呼活动——每班次目标为125-150+通电话，每周目标约900通电话。
技能与工具
• 至少3-4年的房地产冷电或ISA工作经验——一般性的
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Company Overview
The clients are a two-agent real estate team built around direct lead generation rather than relying on a brokerage's referral pipeline. Client 1 works primarily as a buyer's agent with a large personal sphere of influence, while Client 2 focuses on the listing side and maintains his own book of clients in Follow Up Boss. The team invests directly in leads — including tax record data, expired and withdrawn listings, for-sale-by-owner leads, and open house leads — so they can keep more of what they earn on each deal instead of splitting it with a brokerage.
Role Overview
Client 1 is running lead generation and client-facing transactions largely on his own and doesn't have the bandwidth to consistently work the volume of leads coming in. This role is an Inside Sales Agent (ISA) whose sole purpose is the investment side of the business: working through roughly 840–850 existing leads sitting dormant in the team's CRM, following up on batch-purchased leads (expired, withdrawn, FSBO) and open house leads, and keeping people warm until they're ready to meet.
The ISA will also spend time in Client 2's Follow Up Boss account, which holds a number of warm leads that go untouched while he's out on showings and listing appointments. Success in this role means booking qualified appointments — in person or by phone — where Client 1 or Client 2 can take over the conversation.
Key Responsibilities
• Make outbound calls to existing and newly purchased leads (old database leads, expired/withdrawn listings, FSBO leads, and open house leads) to re-engage and qualify them.
• Follow up consistently with leads over time to keep them warm until they're ready to transact.
• Gather buyer criteria on qualifying calls — target areas, price range, home style, bed/bath count, must-have amenities (e.g., proximity to a train station), and timeline.
• Book appointments or phone consultations for Client 1 (and occasionally Client 2) with qualified leads, and confirm they show up.
• Work leads inside the team's CRMs (HighLevel and Follow Up Boss) — logging call outcomes and moving leads through the pipeline.
• Spend part of the time managing and following up on warm leads already sitting in Client 2's Follow Up Boss account.
• Aim for a high volume of outbound activity — target is roughly 125–150+ calls per shift, working toward ~900 calls per week.
Skills & Tools
• Minimum 3–4 years of experience specifically in real estate cold calling / ISA work — general call center, pharmaceutical, or other consumer sales experience does not meet this requirement.
• Comfortable working in CRMs such as HighLevel and Follow Up Boss (training available, but prior CRM fluency is a plus).
• Strong phone presence — confident, personable, and persistent without being pushy.
• Well organized and consistent with follow-up; able to manage a high volume of leads without letting any go cold.
• Able to gather and accurately record buyer criteria and lead details.
• Reliable, self-directed, and comfortable working independently once given a lead list.
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