Buyer Lead Sourcing and CRM Handoff
A North Alabama brokerage hired me directly as a freelancer to source potential buyers and prepare their records for follow-up.
- Source leads. Collected paid leads in zBuyer and researched additional prospects with LinkedIn Sales Navigator and Apollo.io.
- Check and organize contacts. Used Snov.io to check available contact details and organized the records in Excel.
- Manage records and prepare the handoff. Currently use HubSpot to organize prospect records, maintain lead statuses, and document follow-up context. The realtor handles buyer conversations and transactions after handoff.
- Bring CRM migration experience. Previously moved contact records from HubSpot to Compass. My current CRM work for the U.S. realtor is in HubSpot.