CoWorq

Sales

• Automation Workflow Architecture: Build and optimize expansion sequences within GoHighLevel (GHL) —triggering automated offers to existing clients for relevant upgrades (e.g., automated add-ons after 90 days or scaling up hires when usage maxes out).
• Pipeline Reactivation Drips: Design and launch segmented email and outreach workflows to re-engage historical leads from a multi-year pipeline, including past discovery calls, social engagers, and trial users.
• System Maintenance & Optimization: Monitor automation health, troubleshoot broken workflows, and refresh system copy as needed to ensure zero technical downtime.
• Lead Inbound Management: Take immediate ownership of every human reply generated by your systems—qualifying the lead and booking them directly onto the Sales Manager's calendar.
• CRM Data Integrity: Maintain absolute cleanliness within GHL, ensuring every active lead's pipeline stage and immediate next step are updated in real-time.
• Partner Program Support: Support the broader affiliate and partner initiatives by managing tracking links and ensuring payout records remain precise.

Sales Associate

Executive Assistant

• Own administrative and project management across all four core revenue streams—podcast operations (end-to-end), supplements, quarterly programs, and 1:1 coaching.
• Anticipate operational challenges, team blockers, and critical follow-ups, resolving them decisively before they ever reach leadership’s desk.
• Act as a key support layer in managing strategic brand partnerships, sponsorships, and external relationships.
• Oversee and elevate the end-to-end client experience, ensuring every touchpoint feels seamless, premium, and deeply cared for.
• Manage and clean up incoming communications across key organizational touchpoints.
• Own the end-to-end guest lifecycle and episode scheduling.
• Act as the single point of contact once a brand partnership is finalized—tracking deliverables, deadlines, and ownership while actively looping in the correct team members.
• Systematically build out and document Standard Operating Procedures (SOPs) across every single income stream.
• Establish and maintain a highly structured, logical, and secure filing system within Google Drive.

Senior Executive Assistant

Copywriter

• Write compelling conversion, nurture, and email copy that matches the founder's distinct voice.
• Research, pitch, and secure strategic placements on relevant podcasts and conferences.
• Adapt core long-form content into engaging captions and micro-assets for social media channels.
• Collaborate directly with other teams to keep all campaigns synchronized and moving.
• Monitor marketing channels to ensure all customer touchpoints work cohesively together.

Marketing Assistant, Copywriter

Digital Marketing

• Format, thoroughly test, and schedule email campaigns in Mailchimp
• Execute routine Squarespace website updates
• Format, schedule, and publish content across social media platforms
• Execute administrative and promotional workflows for launches and initiatives
• Make adjustments to existing Canva templates and manage video assets on YouTube

Digital Marketing Assistant

• Oversee the advanced setup and day-to-day coordination of Acuity Scheduling , maintaining control over scheduling links for masterclasses and new client offerings.
• Own the end-to-end client onboarding lifecycle, ensuring professional, timely, and reassuring communication flows from first contact to active status.
• Prepare, dispatch, and track service agreements using Dropbox Sign , while maintaining pristine file organization inside Google Drive and Dropbox.
• Track customer payments, generate and send professional invoices, and log transaction details accurately within Square .
• Maintain and execute daily administrative workflows inside ClickUp , updating task statuses in real-time to ensure absolute operational clarity.
• Set up Zoom meetings, distribute access links, and handle recording downloads and cloud uploads with speed and efficiency.

Executive Assistant, Operations

Administrative Assistant

• Own the triage of shared team email accounts
• Act as a dependable support resource for clients and Virtual Assistant community
• Partner closely with Account Managers for customer service follow-ups
• Handle general administrative and operational tasks as assigned

Admin and Customer Service Assistant

Chief Marketing Officer

• Brand Voice Representation: Show up as an authentic extension of the founder's voice across communications, content, and client touchpoints—ensuring the tone remains warm, grounded, and never "sales-y."
• Autonomous Project Driving: Manage and move creative and operational projects forward independently, without waiting to be directed at every step.
• Relational Support Coordination: Support discovery call coordination, bringing a deeply relational, human, and welcoming quality to the client onboarding journey.
• Tech Stack Operations: Handle day-to-day administration and workflows across the brand's ecosystem: Claude, Stripe, WhatsApp, Instagram, and BetterPractice.
• System Stewardship: Keep digital workflows running smoothly, protecting the integrity of the brand in everything you touch, and flagging any issues before they affect the client experience.