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NoticeU Marketing
Jeremy Ginsburg
Mike Ginsburg, an owner of a marketing business in Las Vegas, needed an account manager to take over communications and account management duties, including tasking and trafficking project content away from Jeremy (founding partner).
The Problem
Jeremy is the primary seller and client-facing agent for the company. When he is with clients, the business grows. Jeremy has the added job of deciding the company's course, staying ahead of threats, solving weaknesses, and spotting threats. He can’t do that with 4 hours of teamwork and email every day.
Jeremy has the added job of being the Chief Operating Officer. He is to be looking at spending budgets in paid media, systems, processes, profitability. He should be solving operational problems as they come up and making plans that avoid operational failings. To put Jeremy in the activities that he should be doing instead of the activities he is doing, they needed an account manager.
Client Goals
NoticeU was in dire need of an account manager to take over communications and account management duties, including tasking and trafficking project contents away from Jeremy and eventually Sarah too. Someone who could get the burden off Jeremy’s shoulders. No one on the team could wait on Jeremy or his clients for anything and for that, an account manager was required to push paperwork, communication, and tasks through to their destination. The benefits would be no waiting, accuracy, efficient paperwork, and quick communication.
The Solution
That is where ProRecruit’s virtual account manager, Rafia, stepped in to help Jeremy. Amongst her diverse role at NoticeU, Rafia handled all the client notes and their meetings. Whether these notes are given to Rafia by Jeremy after the meeting or recorded by Rafia by listening in on these meetings, these notes are to be documented and maintained as part of the client record in teamwork or notion, and any action items need to become tasks asap.
EMAIL ORGANIZING
Rafia monitors and handles Jeremy’s emails until clients are comfortably transitioned to her as an Account Manager. With this, clients get quicker responses. Similarly, smooth communication with the team is ensured if Jeremy is out of touch or in an important meeting.
Rafia also helps stop messages and needs from falling through the cracks by:
● sorting actionable emails from CC’s and making sure Jeremy knows.
● Simple deletion of garbage emails and spam.
● Use of Boomerang to snooze messages until action is required.
● Sorting documentation messages from messages that require attention.
● Handling simple requests in email
● Get what is missing, needed, or requested by the team from clients or other places.
TEAMWORK
Teamwork - moving things through teamwork as an account manager and doer in place of Jeremy. Her active attention fills in the big gap created by Jeremy, being in front of clients and in meetings and not being in a space to monitor and respond. She gets Jeremy’s attention for the right things. She reviews the work of specialists for errors or failures to resolve requested problems. She gets an email request and assigns it to the right person, acknowledges receipt of the email, and sends a note about the next steps and what they should expect from the client. When delays look to be forming, she asks the team/specialists where a project or task is.
She needs to be selling and servicing customers if the company needs to grow.