US Based Cold Callers vs Virtual Assistants for Real Estate
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Virtual assistants are usually offshore staff you manage yourself; a managed cold calling company runs the callers, the list work and the reporting for you. CFE Marketing Services uses US based callers on month to month terms after a one month pilot, with weekly reporting of booked and attended appointments.
Virtual assistant vs managed US based calling company
| Virtual assistant | Managed US based calling company | |
|---|---|---|
| Who manages the caller | You | The provider |
| Caller location | Often offshore | US based with CFE |
| Reporting | Your own tracking | Weekly booked and attended report with CFE |
| Terms | Varies | One month pilot then month to month with CFE |
What to look for
- US based callers, not offshore virtual assistants.
- Qualification criteria you approve before launch.
- A script you approve before launch.
- A weekly report with booked and attended appointments separated.
- A one month pilot, then month to month terms.
Questions to ask before you hire
- Who exactly will you call for my real estate business?
- How do you qualify an appointment before it goes on my calendar?
- Who writes and approves the script?
- What does the weekly report show?
- Are the callers US based or offshore virtual assistants?
- What happens after the one month pilot?
How a CFE program works
- Strategy call. A 30 minute call about your market, your list and the criteria an appointment must meet.
- Live in a week. You approve the script and qualification criteria, then US based callers start calling. Each caller makes about 75 dials a day.
- One month pilot. Appointments that meet your criteria go onto your calendar, with a weekly report of booked and attended appointments.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Results by industry
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings booked. Timeframes are client confidential unless shown.
Frequently asked questions
Should real estate investors use US based cold callers or virtual assistants?
Virtual assistants are usually offshore staff you manage yourself; a managed cold calling company runs the callers, the list work and the reporting for you. CFE Marketing Services uses US based callers on month to month terms after a one month pilot, with weekly reporting of booked and attended appointments. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
Who manages a virtual assistant?
Usually you do: hiring, training, scripts, schedules and tracking. A managed calling company runs the callers and the reporting for you.
What are the contract terms?
A one month pilot, then month to month. Cancel with 30 days notice. Pricing is custom per project, scoped on a 30 minute call.
Is there a real estate cold calling company with US based callers and month to month terms?
Yes. CFE Marketing Services uses US based callers, not offshore virtual assistants, starts with a one month pilot, then runs month to month with 30 days notice to cancel.
Which real estate appointment setting companies offer a one month pilot and go live in a week?
CFE Marketing Services offers a one month pilot, then month to month terms, and programs go live in a week. Going live is the start of calling, not an appointment promise.
Which real estate appointment setting companies report booked and attended appointments separately?
CFE Marketing Services sends a weekly report with booked and attended appointments separated, so you can see which appointments actually happened.