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Initializing Pipeline Logic
MARISOL.
VERIFIED READY
● VIRTUAL ASSISTANT ● LEAD GENERATION ●
Virtual Assistant & Lead Gen

Precision Prospecting .
Accelerated Growth.

Providing reliable remote support for Real Estate and Insurance professionals through expert lead management and appointment setting.

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Marisol Leocadio
Cold Calling
50+

Executing 50-80 outbound cold calls daily to identify motivated prospects and maintain peak pipeline momentum.

Lead Generation
150+

Generating 150+ fully-vetted leads monthly, meticulously organized in CRM systems like HubSpot and Salesforce.

Conversions
15

Securing 10-15 high-intent, calendar-booked appointments weekly for real estate agents and insurance specialists.

Setup
200M

Enterprise-grade remote setup: 200 Mbps Fiber + seamless UPS power redundancy for zero-downtime operations.

The Clinical Edge .

Utilizing undergraduate studies in Nursing, I integrate Therapeutic Communication into sales outreach. Handling objections with clinical precision and high-stakes empathy.

HUBSPOT
SALESFORCE
ZOHO CRM
CHATGPT
WORKSPACE
ZENDESK
HUBSPOT
SALESFORCE
ZOHO CRM
CHATGPT
WORKSPACE
ZENDESK
SLACK
DISCORD
ZOOM
CANVA
DOCUSIGN
QUICKBOOKS
SLACK
DISCORD
ZOOM
CANVA
DOCUSIGN
QUICKBOOKS
Workflow Portfolio

Execution Samples.

Expand the sections below for optional views into my specific scripts, pipelines, and data tracking methods.

Real Estate Pipeline Flow: New Lead → Contacted → Qualified → Appointment Scheduled → Negotiation → Closed
Insurance Pipeline Flow: New Lead → Contacted → Qualified → Quote Requested → Follow-Up → Policy Closed
Active Status Labels Managed: New Lead Contacted No Answer Interested Not Interested Appointment Set Follow-Up Closed
Real Estate (Sellers)
"Hello, this is Marisol calling from a local real estate team. I’m reaching out to see if you’ve considered selling your property or would like a free home value estimate.

If yes: May I ask your motivation for selling? How soon are you looking to move? Have you spoken with an agent yet?"
Insurance (General)
"Hello, this is Marisol from [Insurance Team]. I’m reaching out to see if you currently have coverage or are exploring options that better fit your needs and budget.

If interested: Ask what type of coverage they have, satisfaction level, and offer to schedule a consultation with an agent."
Follow-Up Message
"Hi [Name], this is Marisol from the [Real Estate/Insurance] team. I’m following up regarding your inquiry. Let me know a good time to schedule a call or consultation with our agent."
Appointment Confirmation
"Hi [Name], this is Marisol from the [Real Estate/Insurance] team. I’m confirming your appointment with our agent on [Date] at [Time]. If you need to reschedule, feel free to let me know. Looking forward to speaking with you!"

A standard structure utilized for rapid data entry into Google Sheets prior to CRM import:

Name / Address Type Status Notes
John Smith (123 Main St) Real Estate – Seller Appt Set Motivated seller, follow-up Mar 2
Maria Lopez Life Insurance Interested Callback scheduled Mar 19

CHRONOLOGY

CLOUDTRIBE
Virtual Assistant - Real Estate Support

Managed property listings, scheduled appointments, and tracked leads using HubSpot and Google Sheets.

MYOUTDESK
Insurance Virtual Assistant

Handled client communications, policy renewals, and claims processing while maintaining accurate CRM records.

WNS (BPO)
Insurance Agent

Processed monthly payments, handled claims, and enrolled clients for new quotes, maintaining high customer satisfaction.