The role involves managing product menus and marketing materials using tools like ChatGPT, Canva, and HubSpot. Additionally, the assistant handles order entry, delivery route planning, inventory monitoring, and basic financial tracking in QuickBooks.
• Manage and update product menus using ChatGPT and Canva, then distribute them via BCC email lists and HubSpot
• Maintain and update white label flyers with current offerings, specials, and new products
• Send marketing materials and product updates through HubSpot
• Receive and enter customer orders into the distribution software
• Build delivery route sheets based on customer locations across California
• Assist with sourcing consumables and packaging by tracking vendor quotes, timelines, and project progress
• Monitor stock levels and update inventory records and product menus accordingly
• Follow up with existing customers via calls or text messages to confirm interest and orders
• Track cash and bank payments and perform basic data entry in QuickBooks
• Maintain customer account logs, update account notes, and manage client check-in schedules