Administrative/CSR (TB)

Business: Cleaning

Primary Responsibilities for the SP

1. Run and live inside the CRM
   • Operate his custom-built CRM (similar to ServiceTitan/Jobber)
   • Handle day-to-day CRM tasks and workflows
   • Use built-in training hub, quizzes, SOPs, and guardrails to stay on track
2. Customer Communication & Admin
   • Call customers back when Tyler is in the field or has poor service
   • Send emails and confirmations
   • Confirm customers who are scheduled (especially upcoming jobs later in the week)
   • General office/admin work typical of a small home services business
3. Scheduling & Coordination
   • Help manage the schedule so Tyler and his team can focus on field work
   • Ensure customers are informed and confirmed without Tyler needing to step in constantly
4. Basic Marketing Support
   • Posting on social media
   • Potentially supporting other marketing tasks over time as needed

Expectations for the Relationship

• Full-time, 40 hours/week, dedicated to his business (no part-time solution)
• Ability to adapt roles over time (start as general executive/admin SP, then add more specialized VAs later)
• Someone who is:
  • Proactive in helping him delegate
  • Comfortable owning the CRM and office processes
  • Able to integrate into his systems and SOPs quickly (1–2 weeks to feel comfortable)