Trivium Group

• Serve as the main point of contact for our dental clients — doctors, office managers, and treatment coordinators — building trust and long-term partnerships. • Lead monthly performance reviews covering campaign results, lead flow, cost per new patient, and front-desk call handling (we'll provide marketing-side training). • Identify opportunities for practices to improve marketing ROI — from optimizing new patient offers and service-line targeting (implants, ortho, cosmetic, sedation) to tightening the phone-to-appointment funnel. • Translate your dental marketing expertise into actionable strategies that grow production, not just lead volume — advising on offers, patient mix, and capacity. • Collaborate closely with our creative and advertising teams to ensure campaigns attract patients who show up, stay, accept treatment, and refer. • Coach practices on lead follow-up speed, call scripts, and scheduling workflows that convert marketing leads into kept appointments. • Manage an average portfolio of 30–40 dental clients across general dentistry, specialty, and multi-location groups.

• Make 400+ dials per day using a power dialer system • Contact new leads within 5 minutes of submission (speed-to-lead is the top priority) • Cycle through older uncontacted leads after hitting all fresh leads • Manage leads for up to 3 clients simultaneously • Book qualified appointments for med spa and aesthetics clients • Target 40+ booked appointments per client per month • Confirm appointments via text/call and reduce no-show rates • Maintain accurate records in GoHighLevel (GHL) • Work company-generated leads — no cold prospecting required • Prioritize leads by recency and engagement level • Follow structured call scripts while maintaining a natural, warm tone • Track and report daily KPIs (dials, contacts, appointments booked)

• You run all paid media on Meta for our program • You own the numbers, diagnose at the concept level • You write the message for ads, VSL, book-a-call page • You'll help own strategy and scripting for organic content • You'll run a weekly group coaching call with our students

• You run all paid media on Meta for our program: targeting, testing structure, pacing, every optimization decision. • You diagnose at the concept level, is this angle dead or is it the hook. • You develop the concepts, write the hooks, and script the funnel. • Once you're in the creative, turning our coaching calls and winning angles into organic content and YouTube scripts. • You'll run a weekly group coaching call with our students.

• Manage full-cycle sales opportunities from discovery to close • Conduct sales calls, demos, and follow-ups with qualified prospects • Sell financial advisor AI software to business owners, advisors, and decision-makers • Lead discovery calls to identify business needs, pain points, budget, timeline, and decision-making process • Present the software clearly and connect features to measurable business outcomes • Maintain control of the sales process from first conversation to signed agreement • Communicate the value of AI software in improving productivity, client engagement, lead handling, and business growth • Explain software benefits in a clear, practical, and ROI-focused way • Tailor presentations based on the prospect’s business model, goals, and current workflow • Handle questions related to implementation, adoption, pricing, value, and long-term use • Position the software as a solution to operational, sales, and client management challenges • Handle objections confidently and professionally • Negotiate terms while protecting company pricing, value, and standards • Close high-ticket software sales using consultative and value-based selling methods • Maintain urgency and deal momentum through structured follow-ups • Manage multi-step sales conversations and keep prospects moving toward a decision • Maintain a clean and accurate sales pipeline in the CRM • Track activity, deal stages, follow-ups, close probability, and conversion metrics • Provide regular pipeline updates and revenue forecasts • Document prospect needs, objections, next steps, and deal status accurately • Use CRM data and performance metrics to improve sales execution and close rates • Work with leadership, marketing, and product support teams to align sales messaging with the software’s capabilities • Share market feedback on objections, pricing, positioning, and prospect needs • Support the improvement of sales scripts, demos, case studies, and closing materials • Ensure closed deals are properly handed off for onboarding and implementation

• Own client relationships end-to-end — weekly/biweekly calls, text updates, personalized reporting • Understand and communicate funnel strategy — lead gen ads, retargeting, CRM flows, automated follow-up sequences • Review campaign results, identify trends, and translate marketing data into language a business owner understands — no jargon, just results and next steps • Direct creative — guide the creative team on what ads should say and look like based on what's working • Drive retention, upsells, referrals, Google reviews, and testimonials • Hold frame on client calls — our clients are direct, sometimes aggressive, and expect you to run the meeting with confidence • Bridge the gap between client needs and media buyer execution — understand what the client wants, translate it into actionable strategy for the team

• Own 20–40 client accounts end-to-end • You are the single point of accountability for client results and retention • Run onboarding, set strategy, deliver results, retain the account — the full lifecycle • 2-hour response time during business hours, no exception • Analyze brands' performance and profitability weekly • Diagnose problems before the client notices them • Translate numbers into clear, confident client communication • Build and follow structured processes for every account (audits, keyword research, campaign architecture, optimization cycles) • Log every change. Document every decision. Nothing slips through the cracks. • Coordinate with PPC strategists daily — you own the relationship, they own execution, and both of you own the result • Flag and escalate within hours, not days • We don’t do slow. Scaling decisions get 2–3 weeks to play out, then we adjust. Every week has a purpose. • When something breaks, you fix it the same day or escalate by EOD • You’ll manage 1,000+ Slack messages a day with structure and discipline — unread = your to-do list • If performance is flat for 3 weeks, you’re already pitching the strategic pivot

• Translate the CEO’s vision into actionable project plans with clear timelines and deliverables • Manage multiple projects across different areas of the business • Build systems, SOPs, and automations to support company scalability • Coordinate with internal team members, contractors, and vendors • Manage CRM systems and marketing automation tools • Track KPIs and report on operational and business performance • Manage the CEO’s calendar, inbox, and communications • Schedule meetings, calls, and appointments • Book domestic and international travel, including full itineraries • Conduct research and present recommendations for key decisions • Prepare presentations, reports, and documents as needed • Manage the CEO’s social media content calendar • Coordinate content creation and publishing • Support the growth of the CEO’s personal brand (podcasts, speaking engagements, YouTube) • Assist with lead generation initiatives and funnel management • Anticipate needs and proactively solve problems • Present solutions and recommendations rather than simply reporting issues • Ensure projects are completed and deadlines are met • Take full ownership of operational responsibilities and outcomes

• Own and manage the CEO's calendar, schedule, and priorities • Handle inbox management with a zero-inbox approach • Draft and manage correspondence, client updates, and follow-ups • Prepare briefing notes and agendas for meetings • Oversee a remote team • Collect, compare, and summarize team performance reports • Act as the gatekeeper and liaison between the CEO and the team • Ensure deadlines, milestones, and deliverables stay on track • Create and implement SOPs, workflows, and organizational systems • Identify inefficiencies and proactively recommend improvements • Bring structure and accountability to a growing organization • Manage travel arrangements and logistics • Handle expenses reporting, contract preparation, and financial admin tasks • Support budget planning and financial coordination • Coordinate event logistics as needed (future growth area)

• Own the full-funnel marketing strategy for each client: lead generation ads, retargeting, CRM automation, and follow-up sequences • Set creative direction — determine what video and image assets should communicate, which angles to test, and what messaging to prioritize • Review campaign performance data across paid advertising and SEO, identify what is working and what is not, and adjust the plan accordingly • Translate marketing analytics into clear, actionable insights that business owners can understand without jargon • Hand off tactical execution to the fulfillment team while maintaining strategic oversight of all deliverables • Serve as the primary point of contact for a portfolio of approximately 30 client accounts • Lead weekly or biweekly strategy calls with clients — own the conversation, set the frame, present results clearly, and recommend next steps • Keep clients updated proactively via calls, text, and personalized reporting — do not wait for them to reach out • Build genuine trust and rapport with business owners through direct, peer-level communication • Proactively address concerns before they escalate and hold the relationship together when results fluctuate • Own client satisfaction, retention, and long-term account health • Identify upsell and expansion opportunities based on client goals and performance trends • Collect testimonials, referrals, and reviews through strong relationship management • Coordinate with the fulfillment team to ensure deliverables are completed on time and meet quality standards