1. Joel's Focus
1.1. Team management
1.1.1. direction and oversight on all work
1.1.2. Provide guidance and manage tasks
1.1.2.1. respond to updates
1.1.2.2. review and edit
1.1.2.3. ensure progress
1.1.3. update projects app
1.1.3.1. ensure dates are current
1.1.3.2. ensure status is current
1.1.3.3. check in, update, review tasks
1.1.3.4. monitor workloads
1.2. Creative Direction
1.2.1. Review all creative
1.2.1.1. provide comments and edtis
1.2.2. Copywrite and edit all creative
1.2.3. Lead design + brand management
1.2.4. direct all creative, comment and edit desgins
1.2.5. Oversee Kros and Jacoby
1.2.5.1. monitor work and tasks
1.2.5.2. invoices
1.2.5.3. assign tasks
1.2.6. Video Production
1.2.6.1. Write / sript
1.2.6.2. coordinate
1.2.6.3. edit
1.2.6.4. produce
1.2.6.5. Post on all channels
1.2.7. Create all collateral
1.2.8. Ensure all designs are fresh and on brand, make regular updates
1.3. Content Production
1.3.1. write all content
1.3.2. PDPs
1.3.3. Collateral
1.3.4. Support email content
1.3.5. collateral
1.3.6. Editing
1.3.7. monitor competition to understand current efforts/focus
1.4. Podcast
1.4.1. produce
1.4.1.1. collaborate with guests + Dennis
1.4.1.2. Edit audio
1.4.1.3. product / record episodes
1.4.1.4. edit video
1.4.1.5. posting on all channels
1.4.1.5.1. youtube
1.4.1.5.2. spotify
1.4.1.6. copywrite content
1.4.1.7. post conetn on all channels
1.4.1.7.1. FB
1.4.1.7.2. IG
1.4.1.7.3. tiktok
1.4.1.7.4. youtube
1.4.1.7.5. LinkedIn
1.4.1.8. Clip videos
1.4.1.8.1. Post to social
1.4.2. manage all podcast channels
1.4.2.1. spotify
1.4.2.2. YT
1.4.2.3. Apple Podcasts
1.4.3. manage Live channels and apps
1.4.3.1. Riverside
1.4.3.2. FB Live
1.4.3.3. YT Live
1.4.4. Support coordination of guests
1.4.5. Support coordination of future guests and topics
1.5. Event support
1.5.1. support alex with coordiant
1.5.1.1. guidance
1.5.1.2. comments
1.5.1.3. insights
1.5.2. atttend shows (2x in 2024)
1.5.3. Support coordination of marketing resources
1.5.4. support partnerships with organizations (a4m)
1.6. Strategy
1.6.1. drive strategy
1.6.2. look for new opportunites for improvement
1.6.3. monitor progress, run teh strategic plan
1.6.4. keep up to date with best practices for b2b marketing
1.6.5. planning and tasking projects and initiatives
1.7. Project management
1.7.1. Running special projects
1.7.1.1. website
1.7.1.2. Energy Duo
1.7.1.3. island booth redesign
1.7.2. keep gantt chart of projects in progress
1.8. Website
1.8.1. write all copy
1.8.2. new projects
1.8.2.1. PDPs
1.8.2.2. homepage
1.8.2.3. Pract Portal
1.8.3. support during issues
1.8.4. make updates
1.8.5. oversee - ensure content is up to date
1.8.6. oversee creative and design
1.8.7. oversee UI/UX
1.8.8. Implement tasks to improve experience
1.9. Social Media management
1.9.1. Write and produce all cotnent
1.9.2. create all visual assets
1.9.2.1. reformat creative to all channels
1.9.2.1.1. LinkedIn
1.9.2.1.2. FB
1.9.2.1.3. Tiktok
1.9.2.1.4. Instagram
1.9.3. monitor all channels
1.9.4. respond to all customer comments and DMs
1.9.4.1. connect with customer service
1.9.4.2. follow up and respond
1.9.5. Post on all platforms
1.9.5.1. LinkedIn
1.9.5.2. FB
1.9.5.3. IG
1.9.5.4. TikTok
1.9.6. social listening
1.9.7. monitor competitor accounts
1.9.8. work with ambassadors
1.9.8.1. Review all content
1.9.8.2. collaborate and coach
1.9.8.3. commuication
1.9.8.4. contract administration
1.9.8.5. onboard new ambassadors
1.9.9. Strategy
1.9.9.1. new campaigns
1.9.9.2. content repurposing
1.10. Outbound marketing
1.10.1. manage channels
1.10.1.1. Google Ads
1.10.2. Create ads
1.10.3. Monitor performance
1.10.4. manage B2B agency
1.10.5. Directing outbound campaigns
1.10.5.1. create content
1.10.5.2. design strategy
1.10.5.3. implement strategy
1.10.5.4. monitor
1.10.6. creative production
1.11. Sales Support
1.11.1. respond to collateral requests
1.11.2. offer support with assets and collateral
1.11.3. Support international
1.11.3.1. Ads
1.11.3.2. Labels
1.11.3.3. Creative review or support
1.11.3.4. website support
1.11.3.5. special events
1.11.3.6. custom creative requests
1.11.3.6.1. tradeshoow assets
1.11.3.6.2. collateral assets
1.12. Education
1.12.1. Adjust content
1.12.2. Clean up and adjust ppts
1.13. metrics and KPIs
1.13.1. podcast
1.13.1.1. YT
1.13.1.2. Spotify
1.13.1.3. Apple podcasts
1.13.2. Website
1.13.2.1. google analytics
1.13.2.2. hubspot
1.13.2.3. woocomm
1.13.3. Ad metrics
1.13.4. Social media metrics
1.13.4.1. FB
1.13.4.2. IG
1.13.4.3. TikTok
1.13.4.4. LinkedIn
1.13.4.5. youTube
1.13.5. email Campaign performance
1.14. HubSpot
1.14.1. Oversee automation
1.14.2. Lead campaign trategy
1.14.2.1. review workflows
1.14.3. Collaborate with Pearagon
1.14.3.1. projects
1.14.3.2. reports
1.14.3.3. workflow support
1.14.3.4. Functionality
1.14.3.5. new features
2. Laura's Focus
2.1. Special Projects
2.1.1. 10%
2.2. HubSpot Automation + Workflows
2.2.1. 30%
2.3. Email campaigns
2.3.1. 30%
2.4. B2B Agency oversight
2.4.1. 30%
2.5. Website
2.5.1. 30%
3. Marketer 2
3.1. Primary focus:
3.1.1. Social Media organic content
3.1.2. Educational support
3.1.2.1. RN Academy
3.1.2.2. Working with external partners to coordinate and develop curated content, such as guest articles
3.1.2.3. Educational materials
3.1.3. Marketing support and special projects
3.1.3.1. Creating content for all marketing channels, including social media, print, website, and digital (i.e., email, SEM, ad networks, etc.) and working with designers for creative needs
3.1.3.2. Developing and executing marketing campaigns (including content development, creative, resources, collateral, advertising, event support, etc.)
3.1.3.3. Support special event planning
3.1.4. HubSpot Automation
3.1.5. SMS marketing
4. Laura
4.1. Primary focus:
4.1.1. Social Media advertising
4.1.2. Podcast production
4.1.2.1. support production and editing of the podcast
4.1.3. Marketing support and special projects
4.1.3.1. HubSpot automation phase 1
4.1.3.2. Working with external partners to coordinate and develop curated content, such as guest articles
4.1.3.3. Creating content for all marketing channels, including social media, print, website, and digital (i.e., email, SEM, ad networks, etc.) and working with designers for creative needs
4.1.3.4. Developing and executing marketing campaigns (including content development, creative, resources, collateral, advertising, event support, etc.)
4.1.4. email campaigns + eBlasts
4.1.4.1. Planning, writing, designing, and managing email campaigns
4.1.5. Overseeing website and web dev projects
5. ALEX
5.1. Sales administration:
5.1.1. Event coordination and trade shows
5.1.2. Support Sales department requests for literature, samples, marketing collateral and other case by case needs
5.1.3. Oversee creation and stocking levels of materials required at trade shows and events, such as sample cards or standard marketing materials (e.g. catalogs, top product literature, 8x8’s, pricing sheets, etc.)
5.1.4. Update and manage trade show binders, ensuring all literature and materials are current and in pristine condition
5.1.5. Support the sales team with Hubspot reports and questions
5.2. General administration
5.2.1. Manage literature inventory and stock, prompting when reorder is necessary
5.2.2. Update all assets on Brandfolder, shared drive and website
5.2.3. Tag and organize assets so they are readily available and easy to access for team members and customers
5.2.4. Coordinate design and/or content updates and revisions to assets and collateral
5.2.5. Ensure new doc packets are well stocked (packed by CS)
5.2.6. Ensure sample cards are stocked for tradeshows (packed by CS)
5.2.7. Organize and oversee customer mailings and other projects such as building of tester kits
5.2.8. Support special requests needed to accomplish marketing objectives
5.2.9. Make occasional content updates and posts to our website
5.2.10. Work with Purchasing and graphic designers to carry out required label updates
5.3. Sales Administration Support
5.3.1. Extract data from weekly call reports to identify conference leads and analyze sales and conversion rates
5.3.2. Provide administrative support for National Sales Manager (NSM)
5.3.3. Coordinate sales meetings, conferences, and events
5.3.4. Support the collection and consolidation of data from sales representatives' weekly call reports
5.3.5. Compile data from sales reps' prospect lists to track weekly call reporting and conversion to sales
5.3.6. Provide administrative support to the outside sales team as needed
5.3.7. Collaborate with VP Sales and Marketing Manager on shared initiatives
5.3.8. Assist the NSM in distributing forecasts and quarterly goals to sales representatives, along with other relevant documents
5.3.9. Foster positive and open communication between the NSM and the sales team to optimize results
5.3.10. Occasionally follow up with customers, addressing inquiries and providing necessary information
5.3.11. Assist in identifying potential sales opportunities and support the sales team in achieving their goals