Virtual Assistant

Trisha’s Executive Assistant Job Description

Mission For Trisha’s Executive Assistant:

To assist Nutritionist, Trisha Mandes, MPHN in…

• Entering and managing data throughout multiple departments to ensure Trisha can make data-informed decisions for the company.
• Communicate with potential customers that have requested resources and consults with Trisha and track those communications.
• Fulfilling certain aspects of client services (client technical support and encouragement).

Mission, Vision and Values for Nutritionist, Trisha Mandes’ Company:

Mission:

Nutritionist, Trisha Mandes, MPHN and her team, help women with 75+ plus pounds to lose but can’t exercise, eat optimally to shed pounds sustainably (95% of clients lose 1-3 lbs a week without counting calories, portion control, pop pills, count macros etc), end decades of dieting, reduce and eliminate medications and stop the progression of and or reverse certain chronic diseases in a maintainable way, so they can start LIVING again.

This company creates impactful and lasting weight and health improvements in women’s lives that most doctors weren’t able to help them achieve for decades. This company teaches women how to use food as medicine and help them continue to do that on their own without being dependent on anyone other than themselves. See Trisha’s client success stories and her website at www.TrishaMandes.com Her book is (4.5 stars on Amazon).

Vision:

• Have 90-100% of clients who’ve kept 30+ lbs off for at least a year, register with the National Weight Loss Registry.
• Go from serving 50 to 120 clients in one year while keeping our 95% success rate of graduates shedding 1-3 lbs a week.
• Host live events that inspire, educate and entertain clients and prospects (including pole dance performances and opportunities for clients to try it)
• Go from a one woman show to a small team to ensure the team maintains financial durability AND personal time off
• Trisha is on television educating and entertaining to generate more clients that eat optimally.
• Continue to provide top-notch client fulfillment and support as we grow. They’re our #1 priority

Values:

Nutritionist, Trishs Mandes and her team value health and being a leading example of eating optimally and practicing what we preach. We value supporting our clients and creating an unforgettable experience for them above all else. Without helping our clients, we have no income and no business. Serving them is why we’re here.

Trisha and her team value transparency, honesty and assertive and respectful communication (not passive aggressive or avoidant, even when it’s hard). We value integrity – our actions matching our words. We also value working hard, our time off, working efficiently and with transparency.

Job Requirements:

Data entry and management responsibilities:

• Complete the monthly Facebook ad spend and revenue draft sheet by the start of every team meeting.
• Update the last week’s financial transactions in the income expense report
• Proofread Trisha’s email copy for her email list and upload into Active Campaign and send to email list
• Update the trainings guide weekly when Trisha does a new training online within 24 hours
• Update the “lead tracker” Google sheet daily which tracks how many prospects signed up for a call with Trish and completed the required application to do so
• Create a new month in the lead app tracker during the last week of the month for the upcoming month that includes which clients are graduating.
• Create a new setter metrics month in the setter metrics tracker. Due BEFORE the first day of the month.

Client fulfillment responsibilities:

• Update client food journal templates and weight loss trackers (weekly)
• Add food journal days for the clients that email their daily food journals to you everyday into their actual food journals and edit so Trish can read and understand them when they’re in an appointment together.
• Update weight loss trackers Phase 1 clients by copying and pasting data from from a Google doc to a Google sheet (Monday mornings)
• Update any additional biomarkers for individual clients in their weight loss trackers (ie blood pressure, energy etc). (Monday mornings)
• Update food journal templates for required Phase 1 clients (Monday mornings)
• Update Phase II weight loss trackers (Monday mornings)
• Update any additional biomarkers for individual Phase II clients in their weight loss trackers (ie blood pressure, energy etc). (Monday mornings)
• Update food journal templates for required Phase 2 clients (Monday mornings)
• Read and reply to client emails for technological support within 24-48 hrs (not including weekends)
• Engage with clients daily in the private client Facebook group. Specifically…
• Celebrate their wins with supportive and encouraging comments
• Welcome new clients with comments
• Post an optimal eating resource or recipe Monday to Friday
• Post weekly group call reminders in the private client Facebook group
• TAG each Phase II client in the bi-weekly cooking coaching all reminder post once Trisha posts it (bi-weekly)

c. Bi-weekly Phase II Group Cooking Coaching Calls tasks:

• Attend and RECORD phase II cooking coaching call
• Note what is taught in call and slack Trish the bullet points of “what you’ll learn in today’s video”
• Upload the phase II cooking coaching call into the Google Drive folder
• Prepare the recording email
• Email Trisha a draft “recording email” with the recording in it

d. Complete required client work at correct points of their journey.

• Adding client start and end date to client calendar
• Scheduling client daily food journal email reminders in Boomerang
• Scheduling client’s group call email reminders in Boomerang
• Emailing Trish client’s prepared “Next steps (training vault access)” email
• Prepare and email Trish client’s graduation email
• Look up side effects of client’s medications using eppocrates.com and add to their medication review document
• Order probiotics on Seroyal.com for specific clients
• Order new client’s welcome cookbook

Prospect communication and data management responsibilities:

• Call interested prospects (using our calling software) that have asked us to call them to…
• connect them to promised resources,
• set-up a consult call with Trisha and
• Properly prepare them for the call.
• Confirm that scheduled prospects will be attending their appointment by 5 pm EST the day before (excluding weekends)
• Complete data entry and tracking regarding every step of this process so Trisha is always informed without needing to ask questions

Other:

• Attend daily team meeting (30 mins)
• Complete “morning check-in” and “end of day report” in Slack daily

Job Types: Part-time, Contract

Pay: From $20.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• Employee discount
• Flexible schedule
• Professional development assistance

Schedule:

• 4 hour shift
• Monday to Friday
• Weekends as needed

Location:

• Easton, PA 18042 (Required)

Work Location: Remote