Client Onboarding :

- Send whatsapp message to new onboard clients.

- If required, make a call to the clients to ensure the following.

- Ensure clients have logged into the hub within 7 days of joining our community.

- Ensure clients are added to necessary whatsapp groups.

- Create a personal folder in google drive for clients.

- In case of access issues, provide access immediately and ask them login right away.

- Maintain sheet of tasks completed client-wise

Data Sheet Management :

- Ensure client sheet creation and updation every week.

- In case of payment through bank transfer/upi payments, update in payment sheet.

- Weekly client data updation for ongoing clients.

Monthly and Weekly Programs :

- Cleanup data of registered clients.

- Ensure all relevant information is captured in single dashboard using VLOOKUP's and pivot table feature in excel and google sheets.

- Divide the clients into various teams based on pre-defined criterion.

- Add the clients to respective team-wise whatsapp groups.

- If required, send whatsapp or make calls to ensure all clients are added to team groups.

- Manage and cleanup daily/weekly/monthly data filled-up by clients in a pre-defined format.

- As required, share analysis and insights as per pre-defined structure.

Moderating automated and LIVE webinars :

- Ensure invitation links are sent to all necessary whatsapp groups multiple times as per predefined timelines.

- Run automated webinar through your laptop.

- Join and moderate automated and LIVE webinars as required.

- Share payment links in the webinar chat, as required.

- Create payment links from payment gateway portal, if required.

Note - down key messages being written in the webinar chat and inform respective sales person in the company for sales closure.

Managing merchandize orders :

- Monitor payments from customers.

- Order respective merchandize from the vendor.

- Ensure timely delivery to the clients by the vendor.

Client Support :

- Monitor support email inbox

- Ensure timely resolution and confirmation to the client.

- Send whatsapp message or call clients, as necessary, for quick resolution.

Organize meetings :