Delegate efficiently
Business operation checklist
Build an effective team
Delegate efficiently
Business operation checklist
Build an effective team
You are out of time in the day
Your task list keeps growing and you can't keep up
Your company is not making enough money
Your family and friends don't see or hear from you
You are not seeing the freedom you started your business for
We'll tell you the good stuff
TIME = Money
You’ll have more time
Increased your client-based networking
Conversion rate should be
increased
Vacation will now be an option
Timely
customer service
You are out of time in the day
Your task list keeps growing and you cant keep up
Your company is not making enough money
Your family and friends don't see or hear from you
You are not seeing the freedom you started your business for
We'll tell you the good stuff
TIME = Money
You’ll have more time
Increased your client-based networking
Conversion rate should be increased
Vacation will now be an option
Timely customer service
Providing administrative assistance, such as writing and editing emails, drafting memos, and preparing communications on the executive’s behalf
Maintaining comprehensive and accurate records
Performing minor accounting duties
Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
Answering phone calls in a polite and professional manner
Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department
Managing the executive’s calendar, including making appointments and prioritizing the most sensitive matters
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Deliberate planning, strategy and goal setting
Development of brand identity, awareness and online reputationContent management (including website)
SEO (search engine optimization) and generation of inbound traffic
Cultivation of leads and sales
Reputation managementSocial outreach and information on pandemic as it relates to your business/industry
Content Creation, Scheduling, Posting
Customer / Lead Live EngagementMetrics / KPI
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Study design briefs and determine requirements
Advise clients on strategies to engage target audiences
Identify the best ways to illustrate and communicate clients’ vision while complying with design best practices
Create designs using illustration, photo editing and layout software
Select colors, images, typography and layout for communication materials, including websites, logos, signs, books, magazine covers, annual reports, advertisements, and social media posts
Produce drafts for client review and make revisions based on feedback received
Collaborate with other team members, such as marketing, sales, and business operations, throughout the various phases of a project
Review designs for errors before they are printed or publishedKeep up-to-date with the latest design trends, tools, and technologies
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Writing clear and error-free content for a website that reflects the company’s voice
Meeting with clients to understand their message, brand voice and target audience
Proposing copy concepts in an engaging way for clients and carrying out projects once they are approved
Interpreting creative direction and technical information and turning them into persuasive copy concepts
Collaborating with PR and marketing departments to brainstorm and develop a variety of marketing materials
Working with clients to edit and modify copy to meet their content expectations
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Ensuring that the information and privacy of clients are well secured
Providing and recommending various options on how clients or consumers’ credit report can be handled or fixed
Assisting in the preparation of the appropriate letters to the credit bureaus
Reviewing full credit reports from all the three major credit bureaus mentioned earlier
Making sure that clients or consumers are aware of their rights to dispute information on their own for free
Avoid guaranteeing or assuring clients or consumers a specific result, or promising that information will be removed from their credit report
Providing clients or consumers with a written contract before performing any service on their behalf as required by law
Understanding government agencies involved in consumer rights
Staying aware of the State’s credit repair laws and bond requirements for credit repair organizations and debt collector
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Listing Coordinator
Marketing Coordinator
Transaction Coordinator
Utility Coordinator
Bookkeeper
Reimbursement Specialist
Pre-Listing Coordinator
BPO/MSR Coordinator
Property Preservation Specialist
Closing Coordinator
Closing Assistant Coordinator
Cold Calling / Appointment Setting
Lead Generation
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Plan and implement projects
Help define project scope, goals and deliverables
Define tasks and required resources
Collect and manage project team
Manage budget
Allocate project resources
Create a schedule and project timeline
Track deliverables
Support and direct team
Lead quality assurance
Monitor and report on project progress
Present to stakeholders reports on progress as well as problems and solutions
Implement and manage change when necessary to meet project outputs
Evaluate and assess the result of the project
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Develop optimization strategies that increase the company's search engine results rankings
Research SEO keywords to use throughout the company's website and marketing materials
Set measurable goals that demonstrate improvement in marketing efforts
Monitor daily performance metrics to understand SEO strategy performance
Efficiently communicate with other marketing professionals to align goals
Collaborate with others within the marketing department to manage SEO strategy
Write compelling and high-quality website content, including blog posts and page descriptions
Update content and website links for maximum optimization and search engine rankings
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Providing administrative assistance, such as writing and editing emails, drafting memos, and preparing communications on the executive’s behalf
Maintaining comprehensive and accurate records
Performing minor accounting duties
Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
Answering phone calls in a polite and professional manner
Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department
Managing the executive’s calendar, including making appointments and prioritizing the most sensitive matters
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Deliberate planning, strategy and goal setting
Development of brand identity, awareness and online reputationContent management (including website)
SEO (search engine optimization) and generation of inbound traffic
Cultivation of leads and sales
Reputation managementSocial outreach and information on pandemic as it relates to your business/industry
Content Creation, Scheduling, Posting
Customer / Lead Live EngagementMetrics / KPI
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Study design briefs and determine requirements
Advise clients on strategies to engage target audiences
Identify the best ways to illustrate and communicate clients’ vision while complying with design best practices
Create designs using illustration, photo editing and layout software
Select colors, images, typography and layout for communication materials, including websites, logos, signs, books, magazine covers, annual reports, advertisements, and social media posts
Produce drafts for client review and make revisions based on feedback received
Collaborate with other team members, such as marketing, sales, and business operations, throughout the various phases of a project
Review designs for errors before they are printed or publishedKeep up-to-date with the latest design trends, tools, and technologies
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Writing clear and error-free content for a website that reflects the company’s voice
Meeting with clients to understand their message, brand voice and target audience
Proposing copy concepts in an engaging way for clients and carrying out projects once they are approved
Interpreting creative direction and technical information and turning them into persuasive copy concepts
Collaborating with PR and marketing departments to brainstorm and develop a variety of marketing materials
Working with clients to edit and modify copy to meet their content expectations
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Ensuring that the information and privacy of clients are well secured
Providing and recommending various options on how clients or consumers’ credit report can be handled or fixed
Assisting in the preparation of the appropriate letters to the credit bureaus
Reviewing full credit reports from all the three major credit bureaus mentioned earlier
Making sure that clients or consumers are aware of their rights to dispute information on their own for free
Avoid guaranteeing or assuring clients or consumers a specific result, or promising that information will be removed from their credit report
Providing clients or consumers with a written contract before performing any service on their behalf as required by law
Understanding government agencies involved in consumer rights
Staying aware of the State’s credit repair laws and bond requirements for credit repair organizations and debt collector
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Listing Coordinator
Marketing Coordinator
Transaction Coordinator
Utility Coordinator
Bookkeeper
Reimbursement Specialist
Pre-Listing Coordinator
BPO/MSR Coordinator
Property Preservation Specialist
Closing Coordinator
Closing Assistant Coordinator
Cold Calling / Appointment Setting
Lead Generation
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Plan and implement projects
Help define project scope, goals and deliverables
Define tasks and required resources
Collect and manage project team
Manage budget
Allocate project resources
Create a schedule and project timeline
Track deliverables
Support and direct team
Lead quality assurance
Monitor and report on project progress
Present to stakeholders reports on progress as well as problems and solutions
Implement and manage change when necessary to meet project outputs
Evaluate and assess the result of the project
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.
Develop optimization strategies that increase the company's search engine results rankings
Research SEO keywords to use throughout the company's website and marketing materials
Set measurable goals that demonstrate improvement in marketing efforts
Monitor daily performance metrics to understand SEO strategy performance
Efficiently communicate with other marketing professionals to align goals
Collaborate with others within the marketing department to manage SEO strategy
Write compelling and high-quality website content, including blog posts and page descriptions
Update content and website links for maximum optimization and search engine rankings
Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at anytime at the sole discretion of the client.