Roof Reset CRM and Ads VA
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I need ongoing, hands-on help inside the Roof-Reset CRM so that every new inquiry is captured, nurtured, and closed without slipping through the cracks. Your day will revolve around three core responsibilities:
• Data entry and client record upkeep – every quote request, inspection note, and status change logged accurately in the system.
• Lead tracking from first touch to final invoice – moving prospects through each pipeline stage, scheduling follow-ups, and flagging anything that stalls.
• Weekly performance snapshots – quick reports that show conversion rates, campaign ROI, and any bottlenecks you spot.
On the marketing side, you’ll keep our paid outreach humming. All ad coordination happens on both Meta and Google My Business, with the focus on Meta ad campaigns only (no routine posting required). Expect to launch creatives I supply, adjust budgets, monitor comments for quality leads, and sync every fresh contact straight back to the CRM.
Success looks like:
– Inbox and pipeline always up to date by end of day.
– Leads contacted within agreed SLAs and properly tagged.
– Clear, actionable weekly report delivered each Monday.
– Meta and GMB ads live, compliant, and hitting target CPL numbers.
The CRM is already built; I’ll train you on the workflow and brand voice. If you’re comfortable juggling a customer database while tweaking Ads Manager and the Google Business interface, let’s talk and keep those rooftops rolling in.
• Data entry and client record upkeep – every quote request, inspection note, and status change logged accurately in the system.
• Lead tracking from first touch to final invoice – moving prospects through each pipeline stage, scheduling follow-ups, and flagging anything that stalls.
• Weekly performance snapshots – quick reports that show conversion rates, campaign ROI, and any bottlenecks you spot.
On the marketing side, you’ll keep our paid outreach humming. All ad coordination happens on both Meta and Google My Business, with the focus on Meta ad campaigns only (no routine posting required). Expect to launch creatives I supply, adjust budgets, monitor comments for quality leads, and sync every fresh contact straight back to the CRM.
Success looks like:
– Inbox and pipeline always up to date by end of day.
– Leads contacted within agreed SLAs and properly tagged.
– Clear, actionable weekly report delivered each Monday.
– Meta and GMB ads live, compliant, and hitting target CPL numbers.
The CRM is already built; I’ll train you on the workflow and brand voice. If you’re comfortable juggling a customer database while tweaking Ads Manager and the Google Business interface, let’s talk and keep those rooftops rolling in.
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