Audit all seminar, event, and lead funnel data to ensure completeness and accuracy
Enter historical and current data into the ROI tracker and calculate metrics such as total leads, appointments set/kept, and conversion rates
Maintain accurate and up-to-date ROI tracking for all marketing initiatives
Ensure marketing-related data (attendance, appointments, campaign results) is entered into the system by the next business day
Update CRM and marketing platforms (e.g., Snappy Kraken, Go High Level, Clients for Life) following lead activity or status changes
Log and verify appointment outcomes (set, kept, results) on a daily basis
Assist in planning and coordinating seminars and events at least 90 days in advance
Manage event timelines including venue booking, target audience identification, invitation distribution, and promotional activities
Create and distribute clear written event outlines including goals, schedules, and team responsibilities
Ensure event documentation is completed at least two weeks prior to the scheduled event and approved by supervisors
Facilitate communication among cross-functional teams to align on event objectives and execution
Requirements
Highly organized and detail-oriented
Capable of managing multiple systems and deadlines efficiently
Experience auditing seminar, event, and lead funnel data for completeness and accuracy
Experience entering historical and current data into ROI trackers and calculating metrics such as total leads, appointments set/kept, and conversion rates
Proficiency with CRM and marketing platforms (e.g., Snappy Kraken, Go High Level, Clients for Life)
Ability to ensure timely data entry (by the next business day) and maintain high data accuracy
Experience logging and verifying appointment outcomes daily
Event planning and coordination experience, including managing timelines, venue booking, audience targeting, invitations, and promotions
Strong written communication skills for creating event outlines and internal documentation
Ability to collaborate with cross-functional teams