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Sales & Business Development

Pipeline support, lead follow-up, and appointment setting.

Your sellers stay in front of buyers while Ozz Pros keep the pipeline moving behind them. Leads are worked the same day, appointments are set and confirmed, and every opportunity has a clear next step in your CRM.

8 roles in this department

Sales Support VA - Ozz Pro

Keeps the pipeline moving: lead follow-up, quotes, and sales admin.

Key duties

  • Follow up on new leads quickly
  • Prepare and send quotes and proposals
  • Update the CRM pipeline
  • Schedule sales appointments

Tools

CRM, Quoting tools, Email and text

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Appointment Setter VA - Ozz Pro

Calls and texts leads and turns them into booked appointments.

Key duties

  • Call and text new and aged leads
  • Qualify interest and fit
  • Book appointments on the sales calendar
  • Confirm appointments ahead of time

Tools

Phone and texting tools, CRM, Calendar

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Customer Nurture VA - Ozz Pro

Works your past-customer list for referrals, repeat jobs, and reviews.

Key duties

  • Segment past customers and leads
  • Send follow-up and check-in messages
  • Ask for referrals and reviews at the right time
  • Re-engage old leads and past customers

Tools

CRM, Email and text tools, Review platforms

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Lead Generation VA - Ozz Pro

Finds and qualifies new prospects so your sales team always has people to call.

Key duties

  • Research prospects that fit your ideal customer
  • Build targeted prospect lists
  • Enrich contacts with verified details
  • Send first-touch outreach

Tools

CRM, Prospecting and list tools, Email and LinkedIn

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LinkedIn VA - Ozz Pro

Builds your B2B presence and outreach on LinkedIn.

Key duties

  • Manage the company and owner LinkedIn pages
  • Post industry content on schedule
  • Find and connect with target prospects
  • Send personalized outreach messages

Tools

LinkedIn, LinkedIn Sales Navigator, CRM

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Outside Rep Assistant VA - Ozz Pro

Backs your outside sales reps from the office so they can stay in front of customers.

Key duties

  • Build quotes and price checks for the reps
  • Enter and track the reps' orders
  • Follow up with customers after visits
  • Keep the CRM and call notes current

Tools

CRM, Quoting or ERP system, Email and calendar

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Loan Officer Assistant VA - Ozz Pro

Supports your loan officers so they can spend their time with borrowers and referral partners.

Key duties

  • Follow up with every new lead
  • Run pre-qualification intake
  • Schedule borrower and partner calls
  • Keep the CRM current

Tools

CRM, Loan origination system, Email and calendar

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Listing Coordinator VA - Ozz Pro

Gets every listing live, accurate, and marketed.

Key duties

  • Enter listings on the MLS and portals
  • Prepare photos and write descriptions
  • Manage showing schedules
  • Run listing marketing

Tools

MLS, Listing portals, Transaction and CRM software

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Ways to hire

  • Full-Time Pro

    One Pro, all yours, full-time.

  • Part-Time Pro

    All the skill, half the hours.

  • Shared Pro

    One Pro. Two businesses in the same trade. Different markets.

  • Rep Pod

    Two or three outside reps. One Ozz Pro behind them.

Industries that staff this department

Home ServiceManufacturing & DistributionReal Estate & Property ManagementMortgage & LendingAny Business

Home service businesses

Pair these Pros with Ozz AI and get Ozz VI.

  • Hudson, Sales. AI responds to every lead in seconds; your Pro has the real conversation and books it.
  • Gabby, Marketing. AI drafts, targets, and measures; your Pro runs the campaigns.
Explore Ozz VI
Coming soon

Outside home service? Ozz Pros AI is coming.

The AI half of VI, for every business. Hitch and a communication hub that runs alongside your CRM, with your Pros working inside it.

Ask about early access

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