Marketing associate

Client engagement tasks
Send update emails to each client every Friday

Emails include:
Tasks completed for the week
Actions/Tasks we need the client to complete
Analytics performance reports - NEW
Overview of plan for next week
Ensure the following happens after discovery calls:
Client is sent a very high level recap email (review recording for info)
Client receives link to pay invoice for audit
Client receives link to “audit checklist”
Client receives a welcome email introducing first 2 phases of onboarding: Strategize and optimize [Templates available]
Scheduling
Kickoff call after audit is completed
“Why” call after kickoff call
Schedule monthly strategy meeting with Rayne
Operations
Actively review onboarding process for areas of improvement and opportunities to automate
Client feedback loop
Develop and send client satisfaction survey every quarter
Encourage clients to leave positive Google reviews for RTS
Follow up with clients about pending tasks in Clickup and tag clients on tasks requiring feedback
Establish and share client portal with client and their team
Marketing tasks
Create market research for new clients. Includes:
Competitive analysis using 3 competitors client identifies
SWOT analysis
Strategic recommendations based on findings
Share data with designer for slide development
Client customer engagement
Develop email copy for client email campaigns
Schedule/automate email campaigns use client desired platform
Track metrics (open/click rates) for emails and include them in performance report
A/B test emails to optimize these metrics
Use AI tools (Anyword) to generate client blogs and schedule/post blogs once approved. Blogs for all clients should be posted on Wednesdays.
Social media engagement
Schedule social media posts from designer
Assist in the development of copy for social media posts
Conduct regular competitive analysis focused on social media presence to identify opportunities for clients
Track and report engagement metrics. Include in the performance report
Respond to comments on posts according to client brand tone
Client thought leadership and partnership
Research local events where clients target customers will be present. Reach out to events to secure speaking opportunities for the client
Research guest blog opportunity. Reach out to the blog representative to secure guest posting opportunities
Research micro-influencers for collaboration and conduct outreach