Virtual Assistant – CRM, LinkedIn & AI Support

Key Responsibilities:

• Set up and maintain HubSpot as the single hub for contacts, prospects, follow-ups, and tasks, including moving existing contacts over from the current spreadsheet.
• Action follow-up emails at the right intervals (e.g., 3–4 days after a touchpoint) using pre-built templates, so no prospect falls through the cracks.
• Keep contact records, pipeline stages, and notes accurate and current, so there is always clear visibility into where every conversation stands.

Required Tools & Approach:

• Monitor LinkedIn activity and flag prospects, replies, and opportunities to be actioned.
• Implement new LinkedIn approaches and content ideas developed in ChatGPT – turning agreed plans into posts, messages, and workflows.
• Brainstorm strategy, challenge ideas where something could work better, and bring suggestions to the table.

Growth Scope:

• Learn the coaching offers (including the Tiny Challenge) well enough to understand conversations with clients and prospects.
• Over time: handle first-line prospect and FAQ-style messages in a direct, honest communication style.
• Support a gradual push onto Facebook, including helping plan and target Facebook ad campaigns.