Your Role & How We Work

Note

We’ll walk through this together Friday and shape your 30/60/90 ramp — so treat the responsibilities below as a starting draft we refine, not a fixed job description.

The shape of your role

You’re a marketing generalist — hands-on across three areas:

1. Content & social execution — drafting and scheduling posts, helping with GBP and email, light design in Canva.
2. Reporting & analytics support — pulling lead-source data, helping assemble the monthly performance report, watching the KPIs.
3. General coordination — keeping tasks moving in ClickUp, supporting campaigns, organizing assets, being a reliable second set of hands.

Underneath all three: you’re the quality layer over our AI marketing system. A lot of work arrives as an AI-generated draft. Your job is to make it right — on-brand, accurate, and genuinely good — before it goes out.

How we work together

• Standing weekly 1:1. We’ll set a recurring time. It’s your meeting — bring questions, blockers, and ideas.
• ClickUp is the source of truth for work. If it’s not a task, it doesn’t exist. Drafts wait in ClickUp for review before publishing.
• Brand-first, always. Run customer-facing work through the brand checklist before it goes out. Early on, Garrett reviews everything — by design.
• Ask early. A two-minute question beats an hour down the wrong path.

House style (small things that keep us consistent)

• Dates: always M-D-YY (e.g., 6-8-26).
• Notes & summaries: brief and factual — what happened, what was decided, what’s blocked. No padding.
• Files: put things where they belong, name them clearly. Ask if unsure.
• Nothing customer-facing publishes without review during your ramp.

Your ongoing responsibilities

This is what you’ll own over time — not all at once. The ramp below sequences it.

Weekly

• Engagement social posts — draft and schedule the Mon/Wed/Fri Facebook + LinkedIn posts in Buffer (with review). (This is where you start — see the SOP.)
• Google review monitoring — watch for new Google reviews across the 3 locations; draft on-brand responses for approval.
• Lead-source snapshot — pull a quick weekly read from ServiceTitan on where leads/jobs came from.

Monthly

• Performance report support — help assemble the monthly marketing report (channel performance, lead sources, KPIs) for leadership.
• Content calendar support — help plan and prep the month’s content/pillar themes.
• Campaign asset prep — light support on whatever campaign is live (copy, GBP updates, email assists).

Ongoing / as you ramp

• Brand QA on outgoing content — the checklist becomes second nature.
• ClickUp hygiene — keep tasks current, statuses honest, nothing aging out.
• Asset organization — keep photos/video/content findable in Drive and the content catalog.
• AI-agent QA — review agent-generated drafts (posts, GBP posts, emails) for brand and accuracy before they go live.
• Campaign execution support — increasingly own pieces of live campaigns end-to-end.

Your 30 / 60 / 90-day ramp

A guide, not a contract — we’ll adjust to how things actually go.

By end of Week 1

• Can explain who Anderson is, our customers, and how our services are evolving (restricted-key systems and growing access control).
• Can walk the 6-level funnel and the marketing-vs-sales line.
• Can write on-brand and self-check with the checklist.
• Logged into every tool; knows what each is for.
• Drafted and scheduled your first engagement posts.

First 30 days

• Own the weekly engagement posts end-to-end (draft → review → schedule), reliably.
• Start Google review monitoring and drafting responses.
• Comfortable navigating ClickUp, Buffer, Canva, and reading ServiceTitan.
• Confident using Claude for first drafts and research.

60 days

• Own review responses with light review.
• Shadow then co-own the monthly report — you pull the lead-source data.
• Take a real piece of a live campaign (e.g., a week of content, a GBP push).
• Brand QA on agent drafts is routine.

90 days

• A dependable, mostly-independent generalist: social cadence, reviews, monthly reporting support, and campaign execution all running with lighter oversight.
• Starting to bring your own ideas — what should we be doing that we aren’t?
• We’ll set the next set of goals together at the 90-day mark.

How we’ll know it’s working

You’re succeeding when: posts go out on cadence and on-brand, reviews get answered, the monthly report comes together without a fire drill, drafts need fewer edits over time, and you’re catching brand/accuracy issues before Garrett does. The long-game measure is simple — you make the marketing better and freer-running than it was before you got here.

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This page is a living draft — we’ll edit it together and revisit at 30/60/90. Last updated: 2026-06.