CoWorq

• 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.

• 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.

• 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

• Project Architecture: Lead the operational rebuild of internal funnels and asset copy—briefing and routing structural work to the right internal specialists rather than producing the content yourself. • Team Cadence Leadership: Run and manage weekly internal team cadences to ensure total alignment, accountability, and project velocity. • Executive Coordination: Manage critical meetings, secure leadership approvals, and track high-priority follow-throughs so zero details fall through the cracks. • Operational Resolution: Own the internal error log and drive decisive, calm resolutions whenever workflow mistakes happen. • Customer Journey Stewardship: Hold complete operational ownership of the end-to-end customer journey, intentionally bridging the gap from initial brand touchpoint to finalized agreement. • High-Empathy Sales Support: Support critical enrollment and value conversations with deep empathy and transparent, value-confident communication—maintaining premium standards without ever resorting to hard-selling techniques.

• Keep administrative workflows, operations, and day-to-day communications flowing seamlessly between ownership, leadership, the dispatcher, and the active fleet. • Stand ready to step in confidently and cover load-board bookings whenever the dispatcher is unavailable, ensuring zero downtime for our trucks. • Monitor, screen, and professionally return broker phone calls promptly via a dedicated Google Voice line. • Take point on successfully onboarding new drivers while simultaneously designing and building a repeatable, structured driver onboarding system from scratch. • Proactively audit daily workflows, identify operational gaps, and design sustainable processes to close them.

• Run a highly consistent, structured weekly outreach process to pitch the founder for speaking gigs, live events, and strategic podcast appearances—building relationships and filling the calendar with aligned opportunities. • Connect the dots between fragmented tools, operational workflows, and moving parts across the business so everything runs smoothly and nothing falls through the cracks. • Proactively manage tasks, anticipate administrative bottlenecks, and handle the behind-the-scenes noise so the founder doesn't have to manage day-to-day coordination. • Assist with core digital marketing initiatives, helping maintain a consistent, authentic, and compelling brand presence across all public channels.

• Oversee the complete client administrative lifecycle, managing high-level documentation, contracts, introductory calls, and formal email correspondence. • Oversee strategic outreach, seamless client onboarding protocols, and meticulous follow-up sequences for both active clients and incoming premium leads. • Learn, navigate, and operate luxury booking and reservation systems. • Manage the internal CRM database and execute sophisticated event follow-ups.

• Take full ownership of administrative and marketing workflows directly off the founder's plate to maximize organizational velocity. • Manage and deliver client deliverables independently—from initial creative brief to final completion and quality assurance. • Drive technical digital marketing efforts, focusing heavily on SEO implementation, social ads execution, and conversion tracking. • Design polished graphics and edit high-quality video content that meets an exceptional aesthetic standard. • Leverage advanced AI platforms (including Claude) to engineer smarter, faster, and more efficient project processes. • Maintain absolute organization across all moving parts, keeping deadlines on track even during high-velocity agency scaling.

• 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.

• Act as a trusted right hand to the principals—anticipating logistical needs, managing Tom's calendar, and protecting his focus. • Track material orders, handle General Contractor (GC) and builder follow-up communications. • File and organize bid plans, change orders, and contracts. • Manage email flows, consolidate and clean up legacy email accounts. • Hold the principals tactfully accountable to their own follow-ups, proactively flag bottlenecks before they disrupt operations.