Job Detail

I’m creating this job for Lissie Anglesey.

Lissie, to start off with I’d like to test the waters (first job on Hire Her, first time working with a VA, and first job with you of course)!

I would like you to get accustomed to ClickUp (you can download the application for free). Have a play around on it, perhaps make a workspace of your own. Once you’re set up, I can invite you to the Glow Creative workspace.

What I would like you to do for me is organise a system within ClickUp for lead generation. This is where we’ll manage potential clients to proactively make more opportunities for the business. I have a list called Leads (under the Connections space). Within the Leads list please set up a system to organise leads into different categories depending on what stage they’re at/what relationship they have with Glow.

We’ll need to easily see where people are at in the journey. For instance, a category for those we’ve never talked to before and need to connect with, those we’re acquainted with, those we talk to regularly, those who have shown an interest in having a new website, those who have asked for help/pricing from Glow – all the way up to signing their contract and becoming a client (don’t make a category for clients as I already have that set up and we can move them there).

Make sure it’s easy to move people around as they progress and see them all at a glance.

This should be 1-2 hours work. If this sounds like a good starting point for you, let’s do it!