CoWorq

Customer Success Manager

• Sales: Funnel Development & Lead Systems CRM Management (GoHighLevel): Oversee GHL operations, including building funnels, managing email sequences, and creating automated workflows.
• Course Management: Assist in the construction and ongoing management of educational courses within the platform.
• Lead Generation: Implement and execute proactive strategies to consistently feed the sales pipeline.
• Operations & Marketing: Networking & Outreach Strategic Networking System: Research monthly business events and conferences for Dawn, presenting a curated list with cost, venue, and logistics. Handle registration and calendar management for selected events. Manage post-event follow-ups by digitizing business cards into GHL and initiating 'Nice meeting you' outreach. Exposure & Authority Building: Identify and secure speaking engagements and podcast guesting opportunities. Manage the application process and prepare professional Speaker/Guest sheets or website landing pages. Identify exhibition opportunities for booth placement on a quarterly basis. Content & Editorial: Draft and publish newsletter content for LinkedIn and the company website to maintain brand presence. Workshop Promotion: Execute 8-week promotional cycles with tiered discounting strategies. Coordinate with the Social Media VA and implement specialized email sequences for both leads and confirmed attendees. Research and pitch associations or corporate groups for color analysis workshops.
• Client Management: Experience & Finance Scheduling: Act as the primary point of contact for client scheduling and rescheduling to ensure a seamless experience. Financial Oversight: Manage the full payment lifecycle: sending reminders, confirming receipts, and monitoring pending balances. Communication: Oversee general client-related inquiries to ensure timely and professional responses.
• Administrative: Systems & Logistics Inbox & Calendar Optimization: Protect Dawn’s time by blocking driving buffers, personal commitments, and event windows. Proactively manage call rescheduling and calendar conflicts. Logistics & Organization: Maintain a highly organized Google Drive filing system. Coordinate workshop logistics, including venue confirmation, catering, and material preparation.

Part-time Executive & Marketing Assistant – GoHighLevel CRM Experience

Social Media Manager

• Maintain and evolve the brand’s visual identity, including color palettes, brand guidelines, and high-quality designs across all platforms.
• Design high-end Reel covers, Carousel posts, and Story templates that align with the brand’s "elevated" look and feel.
• Pivot quickly to handle design updates or creative changes with a positive, "can-do" attitude.
• "Search-Optimize" the social media presence through keyword research and optimized captions for maximum reach and follower conversion.
• Stay ahead of Instagram/TikTok trends and implement growth tactics to increase engagement and visibility.
• Develop and refine hashtag strategies specific to our niche audience.
• Monitor accounts daily to ensure the brand remains active and responsive.
• Provide clear, weekly "End-of-Week" (EOW) reports detailing achievements, hours spent, and tangible results.
• Maintain disciplined time-tracking and provide evidence of work completed for every hour billed.

Part-time Social Media, Growth Strategist – SEO, Design Expert

Graphics Designer

• Administration & Financial Management: Manage bookkeeping tasks, update financial records, and handle the full invoicing lifecycle to ensure healthy cash flow.
• Logistics & Project Management: Oversee end-to-end project timelines and serve as the point person for event logistics, including venue finalization, vendor coordination, and Eventbrite management.
• System Organization: Maintain a pristine digital ecosystem by filing, categorizing, and updating assets across Google Drive and Canva.
• Communications: Manage executive inboxes and calendars, ensuring all stakeholders and event attendees receive timely, professional updates.
• Creative Production: Content Synthesis: Take raw scripts and strategies from leadership to edit, format, and schedule final content across social platforms.
• Video Post-Production: Audit raw footage, identify key cuts, and perform initial edits to prepare content for final creative touches.
• Ad Operations: Set up, launch, and monitor Meta Ads campaigns to drive agency and client growth.
• Website Maintenance: Updating product listings, speaker information, and event details current.
• Sales Support & Lead Systems: The Connection Pipeline: Transform physical business cards into digital assets by adding leads to the CRM with accurate event tagging and notes.
• Strategic Outreach: Proactively expand the agency’s network by initiating LinkedIn connections and drafting personalized follow-up emails.
• Engagement Management: Monitor incoming messages and draft responses to maintain active conversations with prospects and partners.
• Client Experience & AI Integration: Client Communications: Utilize custom GPTs to draft, refine, and format high-quality client emails and newsletters.
• Outcome Ownership: Ensure all client-facing materials are polished, scheduled, and delivered according to the agency’s service standards.

Part-time Executive & Creative Assistant, Video Editing, Graphic Design

• Oversee GHL operations including funnels and email sequences
• Assist in course management and lead generation strategies
• Handle client scheduling and financial oversight

Executive Marketing Assistant, GoHighLevel CRM Experience

Executive Assistant

• Administrative: Systems & Organization CRM Management: Maintain and organize candidate resumes within the CRM, ensuring every profile is accurately tagged based on industry for quick retrieval.
• Network Management: Maintain a strategic "Keep in Touch" list; proactively identifying who Jenn needs to reach out to and managing the outreach workflow to maintain key relationships.
• Event Support: Assist Jenn and her Managing Partner in the upcoming coordination of exclusive events, such as "Dinner with Female Founders."
• Marketing: Content & Brand Authority SEO monitoring: Monitor and optimize the website to ensure it is search engine optimized and performing effectively.
• Social Media: Create, edit, caption, and post content across LinkedIn, Instagram, TikTok, Threads, and X. This includes active engagement and community management.
• Content Strategy: Develop and maintain a comprehensive social media calendar.
• Editorial: Write, post, and manage LinkedIn articles that resonate with Jenn’s audience and establish thought leadership.
• Client Acquisition: Research & Outreach Strategic Prospecting: Utilize LinkedIn Sales Navigator to research target industries, identify key decision-makers, and map out company hierarchies.
• High-Conversion Outreach: Draft and send messages to key decision-makers using compelling copy that "forces" an open and drives a response. No AI-sounding templates—only high-impact, personalized communication.

Executive Assistant, Sales and Marketing Background

Digital Marketing

• Administrative: Operations & Systems SOPs and Workflows: Refine and optimize standard operating procedures for podcast guest onboarding, client onboarding, and proposal delivery.
• Marketing: Content & Campaigns Social Media Management: Create, schedule, and manage content across client social media accounts (Reels, static posts, Stories, etc.).
• Client Management: CRM & Acquisition GoHighLevel (GHL) Management: Manage Veronica’s CRM by adding leads, updating data, and applying accurate tagging.

Digital Marketing Assistant, GoHighLevel experience required

• Refine and optimize standard operating procedures for podcast guest onboarding, client onboarding, and proposal delivery.
• Create, schedule, and manage content across client social media accounts (Reels, static posts, Stories, etc.).
• Manage Veronica’s CRM by adding leads, updating data, and applying accurate tagging.
• Distribute client forms and perform diligent follow-ups.
• Handle the end-to-end offboarding process, including file/recording deletion and sending final offboarding emails.

Digital Marketing Assistant

Marketing

• Manage Kimberly's calendar with client task reminders and recurring Zoom invites
• Oversee Facebook group: create/post motivation content (2x/month via Canva), success stories (1-2x/month), call reminders (2x/month), and organize Guides section
• Maintain Money Map and Trackers: monitor revenue targets, client goals, audience growth (social/email metrics), and weekly reports
• Manage end-to-end GoHighLevel campaigns for webinars/events: confirm timelines, build email sequences/lead magnets, create signup pages/payment processing, post ads, and coordinate Zoom links
• Handle social media: create/schedule/repost content using Kimberly's photos/stock images, promote signups (e.g., "comment FITNESS"), and repurpose reels from past trainings/webinars
• Draft client email recaps with resources, next steps, and weekly touchpoints (progress updates, recipes, advice)
• Track deadlines and send form submission reminders pre-kickoff
• Drive engagement beyond check-ins: tag clients in GHL for group emails/calls, provide extra-mile support, and flag disconnects in time/resource allocation
• Post-call follow-ups: review Zoom notes, send recap emails, remind Kimberly of her action items, and draft admin inbox replies