


ESC2 management
Seeker management and stage tracking
Managing the client portal
ZOR and territory checks
Assignment workflows (You2.0, TUMAY, DISC, RFCs)
Oversee journey of discovery
The emotional intensity of guiding career transitions
This is not outsourced help.
I saw extraordinary coaches carrying the full operational weight alone, ESC2 updates, lead generation, assignment tracking, territory checks, and follow-ups, all while holding deep client conversations.


LinkedIn sourcing, qualification, and nurturing
Pulling resumes from CareerBuilder, and ZipRecruiter
Reconnecting with previous seekers (Email Outreach)
Organizing contact history and stage tracking
Duplicate checks and database management
Managing TextMagic (SMS) outreach
Providing organized lead lists to your caller
Uploading and organizing seekers in ESC2
Sending territory checks
Compiling and tracking responses
Creating organized ZOR contact tables
Preparing submission materials


Follow-ups when clients cancel or no-show
Check-ins when clients pause their process
Assignment reminders
Post-placement check-ins
Organized client records (Google Drive, SharePoint, etc.)
Preparing next-day appointment lists
Managing calendar updates and reschedules
Color-coding and organizing your calendar
Sending appointment and worksheet reminders
Updating ESC2 when calendar changes occur
Managing follow-up tracking

Monitor and organize email
Highlight critical communications
Remove unnecessary clutter
Organize messages into folders
Update client documents from email threads
Momentum VAs supports the operational work that keeps your leads, follow-ups, and client flow moving consistently.
*Certain terms, acronyms, and process names used on this website (such as TES, ESC2, ZOR, You2.0, TUMAY, DISC, RFCs) belong to their respective owners and are used for identification and informational purposes only.