CLIENT ONBOARDING
Welcome new clients
Orientation calls
Explain systems/processes
Set up client accounts
Send onboarding materials
CLIENT SUPPORT & Email/chat support
Follow-ups
Appointment scheduling
Client questions
CRM updates
TRAINING SUPPORT
Conduct basic platform walkthroughs
Create simple tutorials
Prepare training materials
Host Zoom sessions
Assist with webinars
COMMUNITY MANAGEMENT
Engage members
Answer questions
Welcome new members
Encourage participation
Moderate discussions
ADMINISTRATIVE SUPPORT
Calendar management
Data entry
Research
Reports
Google Workspace
Documentation