Operations Team Management

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Operations Team Management by Mind Map: Operations Team Management

1. Lillian Odom Sales Team Coordinator

1.1. COD Customer Service

1.1.1. Manage Russ' Work Email

1.1.2. Sort Unassigned Zendesk Tickets - AM

1.1.3. Answer Simple Admin Zendesk Tickets

1.1.4. Train Zendesk Admin

1.2. Marc Management

1.2.1. Manage Marc's Calendar

1.2.2. Send Marc Daily Briefings

1.3. Sales Team Admin Support

1.3.1. Manage COD/SOD Breakthrough Sessions

1.3.2. Assist Sales Team with Administrative Hiccups

1.3.3. Manage Sales Team Availability/Calendar

1.3.4. Manage Incoming Referrals from Clients

1.4. Sales Team Development Projects

1.4.1. Sales Chat on Booking Pages

1.4.2. Improving Data Process from Sales Team

1.4.3. Increasing Accelerator and SOD Organically

1.5. Email Marketing Campaigns

1.5.1. Email Out Podcast to List

1.5.2. Email Out FB Live Recaps to List

1.5.3. Run Blog/Podcast for Website

1.6. COD Fraud Management

1.6.1. Check Daily Google Alerts

1.6.2. Review Fraud Reports

1.7. Customer Management

1.7.1. Off-board COD Clients

1.8. Social Media Assistance

1.8.1. Post Articles in Medium

2. Shaina Weiss Social Media Coordinator

2.1. AOHTS Management

2.1.1. Moderate FB Business Inbox

2.1.2. Moderate FB Lives

2.1.3. Post FB Live Recaps

2.2. Secondary Social Media Management

2.2.1. Twitter

2.2.2. LinkedIn

2.2.3. Instagram

2.2.4. Youtube

2.3. Podcast Management

2.3.1. Posting Podcast Links in FB/Repurposeio

2.3.2. Upload New Videos to Dropbox & Show Notes to Podfly Schedule

2.3.3. Coordinate Interviews with COD/MA members

2.4. Social Media Content Management

2.4.1. Schedule/Moderate FB Lives

2.5. Graphics Management

2.5.1. Create Graphics for Social Media

2.6. Q&A Moderation

2.6.1. Moderate Accelerator QA on Tuesdays

2.6.2. Moderate QA Mindset Room on Mon/Thur

2.6.3. Moderate Sales Training on Fridays

2.6.4. Create Weekly Client Win Reports

2.7. Client FB Group Management

2.7.1. Post Q&A Info

2.7.2. Post External Communication Broadcasts

2.8. Special Projects

2.8.1. Testimonial Website

2.8.2. Quotes Calendar

2.9. Review Site Management

3. Steffani Fisher Client Management Coordinator

3.1. Customer Management

3.1.1. Manage Client Agreements

3.1.1.1. Remove access if not signed

3.1.1.2. Follow up if not signed

3.1.2. Manage Collections

3.1.2.1. Handle Client Payment Questions

3.1.3. Send All Client Agreements

3.1.3.1. Import Coaching Prep Call Forms

3.1.4. Onboard COD/SOD Clients

3.2. Accounting Management

3.2.1. Add Data to Weekly/Monthly Spreadsheet

3.3. Client/Employee Experience Management

3.3.1. Send MA Welcome Baskets

3.3.2. Send Employee and MA bday gifts

3.3.3. Celebration Acknowledgments

3.3.4. Give-away Projects

3.4. Ryan Assistance

3.5. Referral Management

3.6. Lead Gen Management

3.6.1. Open Sales Team Calendar

4. Vanessa Malkin Senior Executive Assistant

4.1. Executive Team Assistance

4.1.1. Manage Russ' Calendar

4.1.2. Manage Payroll

4.1.3. Manage MA Prospects - Poll & Contact

4.1.4. Internal Communication Broadcasts

4.1.5. Assist Mindset Coaches with Clients

4.2. Q&A Moderation

4.2.1. Host COD Q&A Mon & Thurs

4.3. Google Drive Management

4.4. Rockstar Team Management

4.5. Special Projects Management

4.5.1. Build AdHoc Custom Reports

4.5.2. Assist in New SOD MB Site Creation

4.6. Client Management

4.6.1. Add Client To FB

4.6.2. Mange Customer Pauses

4.6.3. Moderate FB Chat for Client Management

5. Krystal Gusman Zendesk Specialist

5.1. COD Customer Service

5.1.1. Sort Unassigned Zendesk Tickets