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US based digital marketing strategy company seeking 3-10 roles for general operational duties – to start ASAP.  Verified Lead 

Listing: AEGD
Quotation
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Winning Bid: 100.00

Item condition: New

SKU: AEGD Category:
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Client Verification:

  • Client name: PROVIDED
  • Main email: CONFIRMED
  • Email type: Generic email provider (gmail)
  • Phone number: PROVIDED
  • Other phone number: Not provided
  • Company name: PROVIDED
  • Website: ACTIVE & VERIFIED
  • LinkedIn profile: PROVIDED (personal)
  • Facebook profile: Not provided

 

Report:

This is a US based digital marketing strategy company.  It is a small company which has been trading 2-4 years. The client has significant experience and with Upwork and other freelancer platforms, but is seeking better reliability and quality.

The client has a number of roles required, and describes them mainly as high complexity and high skilled roles, and with a higher degree of security required.

The client only completed 3 of the 3 forms, 100% of the questions and provided very detailed requirements. Please read over full direct form submissions in the following tabs.

The client describes the role requirements here:

Communications:

  • Excellent + use of the English language, grammar and syntax. Must have the ability to communicate at the executive level. This role may respond to client emails on my behalf, write and/or proofread sales copy used in client email campaigns.
  • Must be able to have phone calls with me during U.S. business hours.(8am – 12pm PT)
  • Spoken English should be very clear (an accent is acceptable of course, but not a “heavy” accent). This position has been created to streamline communication: with me, with other contractors, and with clients, so the ability to communicate at the executive level is critical.
  • Please do not say you understand what you need to do in any given situation, if in fact, you really don’t. Doing so wastes time and creates frustration on both sides. This is very important.

Project Management:

  • Take precise notes from our conversations, your voicemail and my recorded conversations with clients to create/update client records and documents, create/update project requirements, provide direction/feedback to other contractors, etc.
  • Create and maintain detailed project plans with task lists in asana (project mgmt. platform).
  • Ensure tasks/deliverables are completed on time and are of the highest quality. I will not always be able to proof/review the work. I need to trust that if you say a task has been completed, it is in fact complete, of the highest quality and ready to present to my clients.
  • Keep accurate records for each contractor including hours worked, rates charged and reconcile with negotiated rates and estimated project/task projections.
  • Accurately log hours and rates for tasks in our time tracking application (toggl)
  • Use toggl to generate invoices and send to clients for payment.

Examples of Other Contractor Projects You May Oversee:

  • SEO – Keyword Research, Keyword Strategy – On-page, Off Page and Avertising.
  • 301 Redirects for websites going live after a redesign
  • Website Metadata, alt tagging, etc.
  • AdWords campaign design and setup
  • Google Analytics setup. Establish accurate tracking for desired KPIs. Tagging, Dashbords, etc.
  • Google Tag Manager – Setup or edit as needed.
  • Optimize/Improve website page-load times as needed.
  • Shopify/Shopify Plus and WordPress: Implement new designs/themes, new features, integrations, etc.
  • Infusionsoft: Campaign development, list management, reporting, integrations
  • Creative Services (Design): Website design, image selection, icons, infographics, etc.
  • Creative Services (Copywriting): Develop compelling marketing copy for websites, brochures, email campaigns, blogs, etc. Review business emails:
  • Identify project related correspondence. Summarize requests, decisions, actions needed. Initially. We will have a call once a day to determine how to respond.
  • Once you are comfortable with how to respond to each type of request, you may respond directly on my behalf without discussing with me.
  • Based on the type of email, you may need to update asana, toggl or create/edit other documents.
  1. What sector is your company in? Digital Media & Marketing
  2. How would you describe your company? Small company
  3. How many employees do you currently have? 3-10
  4. What is your role in company? Owner/Founder
  5. Are you a / the decision maker? Sole decision maker
  6. What country are you mainly operating in? USA
  7. What role/s are you looking to outsource? Content Creation, Digital Marketing, Virtual Assistant, Web and Software, Other (see below)
  8. How many staff are you looking to outsource? 3-10
  9. Does this include a managerial role? Yes
  10. How would you describe the staff you need? Entrepreneurial and agile, Support roles (VA, Admin), Strategic oversight, Creative
  11. How specialised or skilled are the roles? 6/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  12. Any comments on role specifications: (see below)
  13. What are your key outsourcing considerations? Quality, Support and experience, Specialised execution, Minimal oversight, Other (Excellent communication skills)
  14. How would you rate your outsourcing knowledge? 7/10  - Client has rated 7 out of 10, where 1 is not at all and 10 is very much so
  15. How soon are you looking to outsource? ASAP
  16. What better describes you: I want to outsource, or i want to find out about outsourcing? I want to outsource
  17. Any general comments on your outsourcing quotation requirements (optional): Communications:
    • Excellent + use of the English language, grammar and syntax. Must have the ability to communicate at the executive level. This role may respond to client emails on my behalf, write and/or proofread sales copy used in client email campaigns.
    • Must be able to have phone calls with me during U.S. business hours.(8am – 12pm PT)
    • Spoken English should be very clear (an accent is acceptable of course, but not a “heavy” accent). This position has been created to streamline communication: with me, with other contractors, and with clients, so the ability to communicate at the executive level is critical.
    • Please do not say you understand what you need to do in any given situation, if in fact, you really don’t. Doing so wastes time and creates frustration on both sides. This is very important.
    Project Management:
    • Take precise notes from our conversations, your voicemail and my recorded conversations with clients to create/update client records and documents, create/update project requirements, provide direction/feedback to other contractors, etc.
    • Create and maintain detailed project plans with task lists in asana (project mgmt. platform).
    • Ensure tasks/deliverables are completed on time and are of the highest quality. I will not always be able to proof/review the work. I need to trust that if you say a task has been completed, it is in fact complete, of the highest quality and ready to present to my clients.
    • Keep accurate records for each contractor including hours worked, rates charged and reconcile with negotiated rates and estimated project/task projections.
    • Accurately log hours and rates for tasks in our time tracking application (toggl)
    • Use toggl to generate invoices and send to clients for payment.
    Examples of Other Contractor Projects You May Oversee:
    • SEO – Keyword Research, Keyword Strategy – On-page, Off Page and Avertising.
    • 301 Redirects for websites going live after a redesign
    • Website Metadata, alt tagging, etc.
    • AdWords campaign design and setup
    • Google Analytics setup. Establish accurate tracking for desired KPIs. Tagging, Dashbords, etc.
    • Google Tag Manager – Setup or edit as needed.
    • Optimize/Improve website page-load times as needed.
    • Shopify/Shopify Plus and WordPress: Implement new designs/themes, new features, integrations, etc.
    • Infusionsoft: Campaign development, list management, reporting, integrations
    • Creative Services (Design): Website design, image selection, icons, infographics, etc.
    • Creative Services (Copywriting): Develop compelling marketing copy for websites, brochures, email campaigns, blogs, etc. Review business emails:
    • Identify project related correspondence. Summarize requests, decisions, actions needed. Initially. We will have a call once a day to determine how to respond.
    • Once you are comfortable with how to respond to each type of request, you may respond directly on my behalf without discussing with me.
    • Based on the type of email, you may need to update asana, toggl or create/edit other documents.
  1. Are the intended roles back-end & generic or front-end and industry specific?: 8/10 Client has rated 8 out of 10, where 1 is not at all and 10 is very much so
  2. If tech, how common/complex is the tech or coding?: Medium
  3. How regulated are the functions, roles or company sector?: 6/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  4. Any major/unusual security requirements?: 8/10  Client has rated 8 out of 10, where 1 is not at all and 10 is very much so
  5. Comment: Must have excellent internal security and protective systems in place for my data, passwords and client information.
  6. How specialised is your industry?:  8/10  Client has rated 8 out of 10, where 1 is not at all and 10 is very much so
  7. Which operating hours required?: Usual office hours
  8. Which operating timezone?: Operating in your local timezone
  9. Which languages required?: English only
  10. Are there customer facing and/or direct voice functions?: Yes, COMPLEX or sales conversations
  11. Does the requirement include sales roles?: No
  12. How stable are the systems and processes in place - or are the roles always evolving?: 5/10  Client has rated 5 out of 10, where 1 is not at all and 10 is very much so
  13. Are they commonly project based unique tasks, or highly repeated operation execution?: 2/10  Client has rated 2 out of 10, where 1 is not at all and 10 is very much so
  14. Do you currently have the skills inhouse, or are you seeking to gain external skills?: Developing both
  15. Importance of having internal company expertise or domain knowledge: 3/10  Client has rated 3 out of 10, where 1 is not at all and 10 is very much so
  16. The management are familiar with the cultural implications of running a remote off-shore team: 9/10  Client has rated 9 out of 10, where 1 is not at all and 10 is very much so
  17. Will you, or someone else, be managing the process?: Mainly me
  1. Have you used Upwork, Freelancer, Fiverrr, or online agency outsourcing before?: 10/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  2. Comment: Not happy with communication capability and quality of work on these services. 
  3. Have you outsourced before or currently? (more than Upwork): 4/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  4. Have you been looking into outsourcing and partners a lot?: 7/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  5. Have you identified specific role/s to outsource?: 10/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  6. Is your leadership team fully onboard with outsourcing?: 10/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  7. Are your staff aware of the move to outsource?: 10/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  8. How old is your company? (years): 2-4
  9. Do you have established processes?: 6/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  10. How well documented are the processes?: 1/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  11. How easily can the process be specified and documented?: 6/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  12. Are there process interdependencies that make segmentation of work between company and service provider difficult?: 1/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  13. Can goals and metrics be easily defined for each process?: 9/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  14. Do you have onboarding/training materials for the outsourced resources?: 3/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  15. Have you identified the Key Performance Indicators (KPIs) for the outsourced resources?: 8/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  16. Have you produced a Service Level Agreement (SLA) for the outsourced provider?: 5/10  Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  17. Any general comments on your outsourcing readiness (optional): See 'quotation' comments

Auction has finished

DateBidUserAuto
June 27, 2018 7:17 am100.00J****n
June 25, 2018 9:30 amListing started
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