• Manage daily Instagram direct message conversations with prospective clients. • Engage with followers, story viewers, post interactions, and inbound leads. • Build rapport and qualify prospects for coaching services. • Book appointments and discovery calls for the founder. • Track leads, conversations, and follow-up activities. • Assist with client administration and general business support. • Schedule and publish social media content across various platforms. • Perform light content editing, including captions, text overlays, trimming, and formatting. • Maintain organised records, documents, and operational systems. • Provide proactive support to ensure smooth day-to-day business operations.

• Take ownership of executive inbox management: flag, action, organize, and keep priorities moving on behalf of the Co-CEOs • Own financial administrative tasks including invoice processing, accounts payable, credit card reconciliation, and expense categorization • Review, organize, and maintain contracts, agreements, and sensitive organizational documents • Support medical credentialing processes and documentation across both organizations • Assist with software setup, CRM integrations, and platform management; serving as a reliable resource for system questions across the org • Process daily fax and mail intake, routing items appropriately and keeping nothing in the queue • Build and maintain Excel trackers, reports, and operational spreadsheets • Contribute to special projects as organizational needs evolve • Support internal operations including agendas, meeting notes, correspondence, and cross-departmental coordination

• Support digital marketing and advertising campaigns • Create, manage, and optimise Meta Ads and Google Ads • Monitor campaign performance and provide reporting • Maintain existing automated Klaviyo email campaigns • Manage social media accounts and engagement • Respond to customer enquiries via email and social media • Manage email and calendar • Perform data entry and general administration tasks • Support bookkeeping and e-commerce website updates • Assist with content creation and design

• Prepare, format, and send customer quotations and assist with basic estimating support, including compiling inputs, pricing assistance, and documentation preparation • Respond to incoming customer enquiries via phone and email in a professional and timely manner • Follow up on quotations to support conversion and maintain an active sales pipeline • Process and finalise sales transactions within the ERP system • Maintain accurate and up-to-date customer records, internal documentation, and filing systems • Provide general office administration support, including scheduling, coordination, and document handling • Support tasks such as calendar coordination, meeting support, and internal communication assistance • Assist with broader administrative and sales support functions as required to keep operations running smoothly