Boogie Team

• Respond quickly to new inbound leads via phone, text, and email • Qualify prospects and schedule appointments with the appropriate team members • Follow up consistently with unresponsive leads to maximize booking opportunities • Confirm appointments and help reduce no-shows • Update all lead activity, notes, and appointment details in Go High Level • Assign appointments to the correct team members based on availability or service area • Keep the CRM pipeline clean, organized, and accurate • Maintain fast response times and professional communication with prospects • Track lead status and ensure all follow-up activities are completed

• Manage day-to-day operations of active virtual assistants after placement, including performance, attendance, communication, and accountability • Conduct regular check-ins with virtual assistants to ensure expectations are clear, issues are addressed, and support is provided when needed • Support client communication, satisfaction, and retention by helping maintain strong relationships and consistent follow-through • Coordinate onboarding, agreements, schedules, operational setup, payroll coordination, and internal tracking • Handle operational issues, escalations, replacements, workflow bottlenecks, and other moving parts with professionalism and urgency • Maintain SOPs, internal systems, documentation, reports, and operational organization across the company • Work closely with leadership to improve execution, structure, accountability, and overall operational efficiency

• Develop and lead marketing strategies across multiple clients, brands, or industries • Analyze business models, competition, customer acquisition cost, ROI, funnels, and growth opportunities • Recommend marketing channels, campaigns, creatives, messaging, and positioning based on client goals and budget • Oversee execution teams, including creatives, media buyers, SDRs, virtual assistants, freelancers, and other marketing specialists • Communicate directly and confidently with clients to provide strategic recommendations, updates, and direction • Identify which marketing efforts are likely to work, which may not, and how to prioritize resources effectively • Stay updated on modern marketing trends, AI tools, automation, CRM systems, and growth frameworks • Connect high-level business goals with practical marketing execution plans

• Support client intake, communication, and administrative workflows for a personal injury law firm • Serve as the first point of contact for potential clients • Help guide potential clients through the intake process with professionalism, empathy, and clear communication in both English and Spanish • Handle sensitive information and manage client communication

• Conduct daily outbound calls to businesses across different U.S.-based industries • Introduce Boogie’s remote staffing and business support solutions to potential clients • Qualify leads by identifying company needs, operational pain points, and decision-making timelines • Book qualified discovery calls with management or close potential clients directly when applicable • Follow up consistently with leads, prospects, and decision-makers through phone, email, or messaging • Maintain accurate CRM records, sales notes, lead status updates, and follow-up activity • Collaborate with recruitment and operations teams to understand client needs and support successful placements • Contribute feedback to improve outreach scripts, sales processes, and lead generation strategies • Meet weekly outreach, appointment-setting, and sales performance KPIs • Support sales efforts across industries such as home improvement, construction, real estate, law firms, healthcare, insurance, travel agencies, e-commerce, marketing agencies, and service-based businesses

• Develop and execute SEO strategies to improve search rankings and organic traffic • Conduct keyword research, competitor analysis, and on-page/off-page optimization • Optimize website content, metadata, and campaign messaging to support premium brand positioning • Plan, launch, and manage Google Ads campaigns across Search, Display, and Video • Manage campaign budgets, bidding strategies, audience targeting, and performance optimization • Track campaign performance using Google Analytics, Google Search Console, and Google Ads Manager • Prepare monthly reports covering impressions, clicks, conversions, ROI, and key performance insights • Collaborate with creative and content teams to ensure campaigns align with the brand’s design language and positioning

• Conduct high-volume outbound calls to homeowners in English-speaking markets • Follow provided call scripts to professionally introduce services • Qualify leads based on set criteria and homeowner interest • Schedule qualified appointments for the sales team • Maintain accurate and detailed call logs, notes, and outcomes • Meet or exceed daily and weekly calling and appointment-setting targets • Maintain professional call quality and follow calling guidelines • Support consistent lead flow through reliable outbound calling activity

• Develop, edit, and publish high-quality social media content, including images, videos, reels, stories, blogs, and platform-specific posts • Create video content for Instagram, TikTok, Facebook, LinkedIn, and YouTube • Ensure all content aligns with the client’s brand guidelines, tone, and messaging • Schedule, post, and monitor engagement across multiple social media platforms • Collaborate with the marketing team to execute campaigns and brainstorm creative ideas • Track content performance, review analytics, and provide recommendations for improvement • Stay updated on social media trends, tools, and best practices • Manage multiple daily content-related tasks while maintaining consistency and quality

• Make high-volume outbound calls to Spanish-speaking homeowners • Follow provided call scripts to introduce company services professionally • Qualify leads based on interest and basic criteria • Schedule qualified appointments for the sales team • Maintain accurate call notes, outcomes, and records • Meet daily and weekly calling and appointment-setting targets • Maintain call quality, professionalism, and compliance with guidelines

• Execute and manage email and SMS marketing campaigns using Zoho One • Coordinate, schedule, and manage social media content • Support e-commerce operations, primarily through WooCommerce • Maintain and update CRM systems and marketing data • Assist with project management and task tracking using ClickUp • Collaborate with team members through Slack and other communication tools • Create and edit basic graphic design assets for marketing campaigns • Provide daily updates on tasks, priorities, and progress • Identify and implement improvements to marketing workflows using AI tools