Module 6
Daily Workflow & Growth
A Typical Day for a Wholesaling VA
While every day can be different, a structured workflow will help you stay organized and productive. Here is a sample daily schedule that you can adapt to your specific needs.
| Time | Task |
|---|---|
| 9:00 AM - 9:30 AM | Daily Check-in & Planning: Review your tasks for the day in the CRM. Check for any new inbound leads that came in overnight. Plan your priorities. |
| 9:30 AM - 11:00 AM | Outbound Prospecting: Start your outbound calls, texts, or emails to new leads. This is often a good time to catch people before their day gets too busy. |
| 11:00 AM - 12:00 PM | Lead Management: Update the CRM with notes from your morning prospecting. Respond to any inbound emails or texts. |
| 12:00 PM - 1:00 PM | Lunch Break |
| 1:00 PM - 2:30 PM | Property Research & Analysis: Work on running comps and analyzing new properties that have come in. Prepare deal analysis reports for the wholesaler. |
| 2:30 PM - 4:00 PM | Follow-Up & Nurturing: Focus on your follow-up tasks. Call or email leads that are in your follow-up sequence. |
| 4:00 PM - 4:30 PM | Administrative Tasks: Prepare any necessary documents, update marketing campaigns, or perform other administrative duties. |
| 4:30 PM - 5:00 PM | End-of-Day Report & Planning: Prepare a brief end-of-day report for the wholesaler summarizing your accomplishments. Plan your tasks for the next day. |
Key Performance Indicators (KPIs)
To measure your effectiveness and contribution to the business, you will likely be evaluated on several Key Performance Indicators (KPIs). These may include:
- Number of outbound calls/texts made per day
- Number of new leads generated per week
- Number of conversations with sellers per day
- Number of hot leads identified per week
- CRM data accuracy and completeness
Professional Development: Becoming a Better VA
The real estate industry is constantly evolving. To be a top-tier wholesaling VA, you should always be learning and improving your skills.
- Read Industry Blogs and Books: Stay up-to-date on the latest trends and strategies in real estate wholesaling.
- Listen to Podcasts: There are many excellent real estate investing podcasts that can provide valuable insights.
- Ask Questions: Don't be afraid to ask the wholesaler you work with for clarification or feedback. They are your best resource for learning.
- Master Your Tools: Become an expert in the CRM and other software you use. Look for tutorials and training videos to learn advanced features.
By taking a proactive approach to your professional development, you will become an indispensable asset to any wholesaling team.