I will handle client intake and qualifying leads


About this gig
As a business owner, your time is valuable. Every missed call, delayed response, or disorganized intake process is a missed opportunity to connect with potential clients.
I provide professional remote client intake and administrative support to help you stay responsive while keeping your workflow organized. Whether you need someone to answer inbound inquiries, qualify leads, schedule appointments, update your CRM, or document client information, I'll represent your business with professionalism and attention to detail.
Services may include:
- Client intake and lead qualification
- Appointment scheduling
- CRM updates and data entry
- Email and phone follow-up
- Intake documentation
- Administrative support related to your intake process
- Business hours 8 AM - 5PM EST
Please note that this service focuses on supporting existing inquiries and client onboarding. It does not include cold calling, telemarketing, outbound sales campaigns, or video calls and virtual meetings.
Retainer packages reserve dedicated support hours during your selected service period, providing flexible assistance based on your business needs. A voice sample is provided on my profile for reference.
Get to know Myra M.
Administrative and Financial Recovery Specialist
- FromUnited States
- Member sinceMay 2026
- Avg. response time1 hour
Languages
English
