- Monitor inbound leads, performing quick research on companies to help the team determine lead value and route them appropriately.
- Take the lead on "Friendly Reminder" communications for ~500+ monthly estimates, moving customers toward a "Yes" and securing necessary deposits.
- Use industry-specific tools to research promotional products, gather quotes, and present organized data (shipping, fees, quantity) for Sales approval.
- Use Gemini AI to draft clear design briefs based on salesperson notes; act as the primary "nudge" for customers stalled in the proof approval phase to keep timelines on track.
- Maintain heavy daily activity within the internal project management system, converting approved estimates into active orders and keeping the team synced.
- Create project folders, save image assets, and organize measurements and site surveys into the CRM.
- Utilize a cloud-based phone system for direct customer coordination and stay in constant sync with the internal team via video meetings and Slack.
Project CoordinationCRMHubSpot+2 more