Daisy & Co.

• Reach out by phone to customers who already know us • Reconnect with customers and book their next service visit • Manage a national appointments calendar and handle rescheduling efficiently

• Remote troubleshooting for clients: Diagnose and resolve client issues across AV, networking, control, lighting, and surveillance platforms using remote management tools. • Remote support for Daisy techs: Provide expert support for our internal Daisy Technicians when they are in the field. • Case creation and management: Open a case in Dynamics for every material interaction and either resolve and close, or assign to a branch with full context. • Client engagement: Build trust on every call. • Work order and booking: When a truck roll is required, create the work order, schedule the booking against branch capacity, and confirm details with the client. • Payment collection: Collect payment from clients over the phone using Daisy payment links. • DaisyCare / membership enrollment: Sign clients up for ongoing support programs. • Lead handling: Pre-qualify leads against the documented lead-management process and assign them to the appropriate branch sales contact. • Documentation: Capture clear, accurate notes for every case so the next person picking it up loses no context. • Continuous improvement: Surface gaps in processes, systems and training; help refine call-center processes as the function scales.

• Serve as lead and key point person on Daisy’s local marketing planning, execution, and optimization to drive consistently growing year-over-year sales, increased profitability, and data-driven insights for Daisy’s branches nationwide • Drive powerful omnichannel campaigns in local markets while also creating the tools for franchisees to develop their campaigns, such as geofenced digital marketing, social media, direct mail, and segmented re-engagement email campaigns • Lead SEO strategy for regional campaigns, including keyword research, on-page optimization, and content planning • Manage paid search campaigns (i.e., Google Ads, Bing, etc.) to drive qualified traffic conversions • Leverage Microsoft Dynamics CRM to segment audiences, track campaign performance, and align marketing efforts with sales activities • Establish performance expectations and KPIs, monitor progress and results on an ongoing basis • Constantly seek creative ways to enhance Daisy’s marketing systems and processes; always learning, finding best practices in one location to apply to others – and then to scale • Regularly provide relevant business and financial analysis of key items, trends, and campaign results to internal leadership, including marketing trends by category or geography and sales/profit results generated by specific marketing activities • Plan, produce, and execute communication, meetings, and calls with branch leaders and sales teams to ensure cooperation of cross-functional teams and execution of their local marketing responsibilities • Recognize performance on an ongoing basis; celebrate individual and team accomplishments – driving a culture of collaboration and accountability • Create consistent focus on the right priorities, eliminate roadblocks, and provide solutions to day-to-day problems for staff