Please answer clearly and honestly. Practical thinking matters more than polished corporate waffle.
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Experience Briefly summarise your relevant experience for this role.* Tell us about your experience in operations, founder support, sales follow-up, appointment setting, project coordination, CRM management, recruitment or similar work. What type of businesses have you supported before?* For example: coaches, consultants, agencies, software businesses, ecommerce, B2B services, UK/US/Australian clients.
What tools have you used before?* CRM system ClickUp Asana Trello Notion HubSpot Pipedrive GoHighLevel Google Workspace Microsoft Office ChatGPT LinkedIn Zoom / Teams Email marketing toolsOther tools
Finisher / operator questions Tell us about a time you inherited a messy or unfinished project and helped get it completed.* Include what the project was, what was messy, what you did first, how you organised it, how you got it completed and the result. What does finished properly mean to you?* Imagine the founder sends you a voice note with 8 ideas, 3 urgent tasks, 2 possible sales opportunities and several unclear comments. What would you do?* How do you decide what to work on first when everything feels urgent?* Describe your personal system for staying organised.* How do you manage tasks, deadlines, follow-ups and multiple projects?
Sales follow-up and appointment setting Tell us about your experience with sales calls, follow-up calls or appointment setting.* Include type of calls, inbound or outbound, warm or cold leads, volume of calls, results achieved and what you found difficult. A prospect completes a form and seems interested, but they do not answer your first call. What would you do over the next 7 days?* Write a short follow-up message to a warm lead who completed a business growth scorecard but has not booked a call yet.* What information would you want to know before booking someone into the founder's calendar?*
Commercial thinking What makes a lead qualified in your opinion?* If a marketing campaign is producing leads but very few people book a call, what would you check?* If you noticed a repeated problem in the sales follow-up process, what would you do?*
AI and process improvement How have you used ChatGPT or AI tools in your work?* Give an example of how you would use AI to help you in this role.* Are you comfortable learning new systems and processes quickly? Give an example.*
Working style How do you like to be managed?* How would you manage working with a founder who has lots of ideas and moves quickly?* What frustrates you most at work?* What are your strengths that make you a strong fit for this role?* What would you need to improve to be excellent in this role?*