● Manage day-to-day administrative tasks (email, calendar, data entry, follow-ups)
● Organize and manage the company inbox, keeping it clean and up to date
● Respond to incoming emails promptly and professionally, escalating where needed
● Keep our CRM or tracking system up to date and organized
● Handle general customer inquiries and route them appropriately
● Support the owner/team with ad hoc tasks as needed
Lead Management & Sales
● Monitor and manage our Thumbtack account, responding promptly to new leads
● Conduct outbound and follow-up outreach to potential clients via phone, text, and email
● Pitch our services and guide prospects through the sales process to convert them into
clients
● Track leads, follow-ups, and conversions in our CRM or tracking system
● Follow up on quotes/estimates to close the loop on pending leads
Scheduling
● Schedule appointments and consultations between prospects/clients and our team
● Manage the team's calendar to avoid conflicts and keep things running smoothly
● Send appointment reminders and confirmations to reduce no-shows
Social Media & Outreach
● Manage and post content across our social media accounts
● Reach out directly to potential clients to generate new leads and interest
● Monitor engagement and respond to comments/messages
● Support promotions, seasonal campaigns, or ad content as needed