The roles we fill,
and the value we add.

A marketing operator who plans and executes, not just a content writer. Our marketing associates think in full funnels and bias toward measurable outcomes.

Scope of work

• Content calendar planning, writing, scheduling across channels
• Email marketing setup, segmentation, and reporting
• SEO content briefs, on-page optimization, and link tracking
• Weekly performance dashboards and learnings memos

Tooling fluency

• HubSpot, Mailchimp, Klaviyo, Beehiiv
• Notion, Asana, Airtable
• GA4, Search Console, Looker Studio

Sales associates trained on the Diagnostic Sales Approach. They qualify by uncovering the real problem rather than pitching features, and new-logo acquisition is what they're built for.

Scope of work

• Outbound prospecting (email, LinkedIn, cold calling)
• Discovery and qualification calls with structured frameworks
• Pipeline hygiene and CRM management
• Negotiation, objection handling, and close coordination

Tooling fluency

• HubSpot, Pipedrive, Salesforce
• Apollo, Lemlist, Outreach, Instantly
• Gong / Chorus call review and feedback loops

Account managers focused on retention and expansion. They drive QBRs, renewal motions, and account-health visibility instead of just answering tickets.

Scope of work

• Quarterly business reviews and account-health scoring
• Renewal forecasting and expansion playbooks
• Customer onboarding and adoption checkpoints
• Cross-functional escalation handling

Strengths we train for

• Client handling in difficult conversations
• Soft skills: empathy, executive presence, written clarity
• Structured follow-through and accountability

A paid-ads operator who runs against ROAS targets you set on day one. Weekly readouts, hypothesis-driven testing, no vanity metrics.

Scope of work

• Campaign setup and optimization across Meta, Google, TikTok, LinkedIn
• Audience research, ad copy, and creative brief writing
• Conversion tracking (GA4, Meta CAPI, server-side events)
• Weekly performance reporting and budget pacing

EAs trained for proactive ownership. They anticipate, prioritize, and follow up so executives can focus on the work only they can do.

Scope of work

• Calendar and inbox management with delegation rules
• Travel coordination and expense reporting
• Project follow-ups, stakeholder updates, meeting prep
• Document drafting, light research, vendor coordination

Designers fluent in your brand system. They ship on briefs you can write in five minutes, because they're trained to interpret intent rather than wait for a full spec.

Scope of work

• Brand assets, social creative, paid-ads creative
• Pitch decks, email templates, web banners
• Async review workflows and version control
• Lightweight motion / short-form video editing

Insurance ops associates trained on the full quoting and renewal cycle, and confident in carrier portals from day one.

Scope of work

• Quoting and requoting across markets
• Renewal follow-ups and policy maintenance
• Certificates of Insurance (COI) and ACORD form preparation
• Carrier portal navigation and submissions
• Case management end-to-end
• Managing stakeholders' schedule and inbox

Tooling fluency

• HawkSoft, QQ Catalyst, EZLynx
• NowCerts, AgencyPro
• AMS360, Applied Epic, Salesforce

Legal-ops associates who take the volume work off attorneys' plates: intake, drafting, follow-ups, and research, all without compromising the quality of the work product.

Scope of work

• Client intake and qualification
• Drafting templates and follow-ups
• Calendar and email handling
• Legal research
• Managing and nurturing CRM
• Documentation management

Tooling fluency

• Clio, LawMatics, WealthCounsel