METEOR

• Responding quickly to new inbound leads from CRM systems, social media platforms, website forms, and phone inquiries. • Pre-qualifying leads using clinic criteria (eligibility questions, medical considerations, readiness, expectations). • Conducting outbound calls, texts, and follow-ups based on patient communication preferences. • Confirming appointments ahead of time and providing all required information (arrival instructions, parking, forms, preparation guidelines). • Rescheduling cancellations or no-shows promptly to reduce lost opportunities. • Ensuring complete and accurate documentation of all interactions within Symplast and clinic systems. • Reaching out within 48–72 hours after consultations to answer questions, support decision-making, and encourage booking. • Supporting pricing or financing conversations and directing patients toward next steps. • Conducting follow-up calls with post-treatment or post-surgery patients to maintain strong relationships. • Maintaining consistent outreach cadences to ensure all leads are contacted and engaged. • Tracking calling activity, lead status, and follow-up pipelines to prevent missed opportunities. • Collaborating with consultants and clinic leadership to support improvements in scripts, objection handling, and sales processes. • Updating CRM notes clearly, accurately, and consistently. • Tracking outreach metrics, booked consults, conversation outcomes, and follow-up status. • Supporting the development of scripts, QA checklists, and best practices as the lead management process evolves.

• Supervise the billing function and make sure revenue cycle activities are accurate, timely, and clean across all clinics. • Make sure every clinic's calendar is full, accurate, and aligned with therapist availability. • Be the trusted point of contact for patients who need answers between the consultation and the commitment. • Build the modular operational infrastructure that allows Moment to scale into new locations year after year. • Work closely with the Head of Operations and the broader team, with the path to direct reports as Moment scales.

• Own the full post-sale order lifecycle from entry to delivery • Enter orders accurately into systems within 1 business day • Submit purchase orders and coordinate with vendors • Review pricing, attach artwork, and approve standard proofs • Track production and ensure timely, accurate delivery • Manage and coordinate online store builds and updates • Maintain visibility on store status through dashboards and tracking • Conduct weekly audits to ensure accuracy and performance • Resolve issues related to inventory, links, and user access • Act as the primary point of contact for vendors after a sale • Provide consistent order updates and send tracking information promptly • Ensure no open order goes without communication or visibility • Maintain CRM data accuracy and run regular audits • Build and manage dashboards for order tracking, delivery, and performance • Identify inefficiencies and implement process improvements • Use AI tools to streamline workflows, document SOPs, and increase efficiency • Monitor invoices and follow up on past-due payments • Support quoting and presentation preparation when needed • Assist with maintaining organized and up-to-date operational records

• Work with the Customer Success team and the client to identify recruitment needs • Configure Applicant Tracking System (ATS) settings and workflows for each campaign • Prepare and customize communication templates (email, WhatsApp, job boards) • Collaborate with the marketing team on ad copy and sourcing strategies • Use inbound and outbound sourcing strategies (LinkedIn, job boards, etc.) • Review and tag applications to identify high-potential candidates • Apply judgment rooted in assistant experience to shortlist talent • Perform short screening calls to determine process advancement • Design and manage candidate assessments (skills, psychometric, language) • Design interview kits and lead structured interviews • Analyze test results and feedback for accurate candidate evaluation • Maintain proactive communication with candidates at every stage • Deliver timely rejections with clarity and care • Ensure diversity of skillsets and profiles across the pool

• Lead Conversion & Patient Scheduling • Monitor GoHighLevel (GHL) in real time and respond to all inbound leads within 5 minutes during working hours • Conduct outbound follow-up calls, texts, and emails to nurture leads • Build rapport with prospective patients and guide them toward scheduling • Collect deposits, secure bookings, and provide all required pre-visit details • Maintain accurate CRM records with complete notes, tags, and follow-up actions after every interaction • CRM & Pipeline Management • Manage and optimize GHL pipelines, funnels, sequences, and lead stages • Audit lead pipelines regularly to ensure no opportunities are missed • Identify and report automation issues, system errors, or campaign performance shifts • Coordinate with marketing and ads teams to support lead flow optimization • Reactivation & Social Media Engagement • Re-engage inactive and cold leads through structured monthly follow-up campaigns • Adjust communication style based on lead behavior and readiness • Reintroduce qualified reactivated leads into active conversion sequences • Support patient retention through ongoing outreach initiatives • Social Media & Online Communication Support • Monitor Instagram and Facebook messages, comments, and inquiries during working hours • Convert social media interest into qualified leads and booking opportunities • Escalate sensitive or negative interactions appropriately • Execute Google review outreach campaigns to strengthen online reputation and community trust • Reporting, Leadership Support & Operational Growth • Submit daily, weekly, and KPI performance reports to leadership • Respond promptly to direct requests from Dr. Kace and support additional business growth initiatives • Assist with research, outreach, partnerships, and strategic projects as assigned

• Quality Control & Standards: Review edited videos for briefs, SOPs, brand guidelines, and platform best practices. • Team Management & Leadership: Manage a team of approximately 10 committed and driven editors. • Throughput & Debottlenecking: Monitor workloads, deadlines, and capacity across the editing team. • Editor Instructions & Process Clarity: Turn scattered client notes into clear, usable editor instructions. • Light Production Support: Jump in for light edits or tweaks during crunch times when helpful.

• Maintain accurate books across multiple entities, including properties and operating companies • Record and categorize transactions, invoices, and expenses in the appropriate accounts • Perform monthly, quarterly, and year-end closing activities, including journal entries and balance sheet reconciliations • Ensure all financial data is consistently updated and properly organized • Perform bank and credit card reconciliations on a monthly basis (including high-volume accounts) • Ensure all transactions are accounted for and discrepancies are identified and resolved • Maintain clean and balanced accounts across all entities • Support accurate financial records by ensuring proper transaction coding and reconciliation processes • Organize and manage recurring accounting workflows to ensure timely completion • Collaborate with internal stakeholders to gather required documentation and resolve questions • Maintain structured and reliable financial data across systems • Help establish and improve repeatable bookkeeping processes and workflows • Identify inefficiencies and recommend improvements in accounting operations • Implement automation and AI tools to improve efficiency in recurring tasks • Support finance-related projects as the role evolves, including exposure to financial reporting and analysis • Gain exposure to real estate financial analysis over time

• Respond to customer inquiries via email, phone, live chat, app, and retail platforms. • Assist with troubleshooting product issues and providing step-by-step guidance. • Provide order support, including placing orders for customers, tracking shipments, processing cancellations, and handling billing inquiries. • Handle inquiries related to product usage, ensuring customers understand how to operate and maintain their devices. • Address warranty claims and refund requests, ensuring compliance with PuroAir's 100 Day Clean Air Guarantee and Two Year Warranty, and Lifetime Warranty policies. • Follow up on escalated technical issues, obtaining solutions from the technical team and relaying them to customers. • Maintain detailed records of customer interactions, tracking inquiries and resolutions for future reference. • Investigate and respond to chargebacks, gathering proof that a transaction was legitimate. • Work with Shopify and financial teams to submit dispute responses for fraudulent claims. • Identify patterns in chargebacks and recommend improvements to reduce disputes. • Maintain and update an internal knowledge base with solutions for common customer questions. • Collaborate with the team to document best practices for handling customer inquiries. • Identify gaps in customer service processes and suggest improvements. • Assist with onboarding and training new team members, ensuring they are well-equipped to handle customer inquiries. • Share insights and suggestions for enhancing team efficiency and performance.

• Virtual Assistants and Executive Assistants help business owners and teams buy back their time by taking ownership of essential tasks that allow the business to operate and grow more efficiently. • Manage inboxes and respond to routine emails • Coordinate meetings, appointments, and reminders • Respond to support inquiries via email, chat, phone, or ticketing systems • Draft social media captions and schedule posts • Conduct market and competitor research • Schedule personal or family appointments

• Executive Inbox & Communication Management • Administrative & Operational Support • Project Coordination & Task Management • Travel & Logistics Support • Process Documentation & Systems Support