Manage executive calendar; schedule client calls and onboarding.
Manage client emails and communications; draft responses.
Track client engagement and sales pipeline; reschedule missed appointments.
Prepare client contracts using DocuSign; organize templates.
Format client resumes per brand templates; revise as needed.
Use AI tools (ChatGPT, Claude) to research target companies and draft outreach templates.
Maintain Go High Level CRM records; track coaching progress and generate reports.
Identify repetitive tasks and suggest automation improvements.

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