Intake Specialist - MLT

Hiring: Full-Time Intake Specialist - Remote - $9,600 - $14,400/yr 🚀 About the Client 🚀 🏗️ 20+ Years in Business – our client is a family-owned concrete contractor serving Central Ohio and the surrounding areas. 🧱 Full Residential Concrete Range – from driveways, walkways, and sidewalks to patios, slabs, and footers—plus stamped and decorative finishes (stone, brick, and wood-look designs). 🤝 Built on Trust, Not Just Price – they stand out from unreliable contractors by delivering on schedule, communicating clearly, and giving customers upfront pricing from start to finish. 🏡 A True Family Business – every project is treated like it's for their own family—with care, integrity, and attention to detail baked into the process. 📈 Scaling With Purpose – as the business grows, they're building out the team and systems to match—starting with a dedicated front line for every new customer inquiry. 🌟 About WeAssist 💡 🌍 Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families. ⚡ Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles. 🌎 Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses. ❤️ Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference. 🤝 An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don't just work—they grow. ⚒️

of the Intake Specialist 📝 📞 Inbound Calls & Text Follow-Ups 💬 Social Media & Web Lead Intake ⏱️ Fast Response & After-Hours Lead Review ✅ Lead Qualification & Service Filtering 🗂️ CRM Entry & Team Handoff 🌱 Growth Into Estimates & Scheduling Additional Information: Review this Doc first! How to Prepare for the Recruiting Process - 📢 Why Are They Hiring an Intake Specialist? 🏢 Our client is hiring an Intake Specialist to become the first point of contact for every new customer who reaches out—whether by phone, text, Facebook, Instagram, or the website. Right now, lead intake is competing for attention with estimating, permitting, and moving jobs through the pipeline, and leads can't afford to wait.

This hire will take full ownership of the intake process: answering quickly, capturing every detail accurately in the CRM, and handing qualified leads off to the team so nothing slips through the cracks. Full written and video SOPs are already in place, so you'll have a clear playbook from day one—and once intake is running smoothly, there's room to grow into providing rough estimate ranges and scheduling in-person estimates. If you're an upbeat, detail-oriented communicator who enjoys answering calls and messages, keeping data clean, and making every customer feel heard from the very first hello—this role could be a great fit for you. ✨ ✅ Qualifications: Must-Haves: 📞 Strong Phone Communication – A clear, polite, engaging, and confident phone presence with customers. 📥 Intake Experience – Prior experience handling inbound calls and lead intake (admin, call center CSR, legal intake, or general intake roles all count). 🔍 High Attention to Detail – Meticulous data entry so names, contact numbers, project specs, and notes are always recorded accurately. ✍️ Prompt Written Communication – Able to craft polite, clear text messages and chat responses quickly. 🔀 Multi-Channel Juggling – Comfortable managing calls, texts, social media messages, and CRM alerts at the same time. 📋 SOP-Driven & Self-Starting – Follows written and video SOPs closely and stays productive with minimal supervision.

Nice-to-Haves: 🛠️ CRM Experience – Familiarity with House Call Pro or a similar CRM is a plus (basic training provided). 🏗️ Construction Background (Bonus) – Construction or concrete industry experience is a nice bonus, but not required. Responsibilities of the Intake Specialist: Your responsibilities include: 📞 Inbound Calls & Text Follow-Ups Answer all incoming calls through the LinkedPhone app (available on desktop and mobile) Handle a manageable call volume—typically under 10 calls per day Capture key details from every caller: name, phone number, email, project location, and project details Use LinkedPhone's SMS feature to text prospects, answer basic questions, and receive job site photos Monitor voicemails and call recordings to promptly call back or text any missed calls 💬 Social Media & Web Lead Intake Manage incoming Facebook and Instagram messages through Meta Business Suite—the largest source of leads Monitor website form submissions that come into House Call Pro and convert them into estimate files Manually enter social media lead details into House Call Pro so every inquiry is captured ⏱️ Fast Response & After-Hours Lead Review Respond to new messages and leads as quickly as possible—within the first 15 minutes during business hours Follow the team's escalation workflow to make sure no lead goes unanswered Every Monday (or next business day), review after-hours AI intake logs from the weekend in order from oldest to newest Bring all after-hours lead entries up to date in the CRM ✅ Lead Qualification & Service Filtering Qualify leads using written SOPs on travel distance, service area, and travel fees Politely decline requests for services the company doesn't offer Help refine and update qualification criteria in the SOP as new situations come up 🗂️ CRM Entry & Team Handoff Accurately log all lead information into House Call Pro Notify the team right away in the dedicated Slack channel once a lead is entered so estimating can begin Confirm system notifications are sent in House Call Pro when assigning records 🌱 Growth Into Estimates & Scheduling Once intake is mastered, learn to prepare rough project estimates using written and video SOP guides Provide prospective customers with rough budget ranges Schedule i