CRM Data Entry and Email Specialist

Task
>Add business emails into column H of the Business List page in Customer Engagement AYF PC spreadsheet. Use business website address listed in column R or column S.
>Use the email template in the gmail mailbox to draft emails for each business in the Business List Spreadsheet; update the To address, subject line, business/contact name in the body, and industry references (per Column G, e.g., plumbing, HVAC); save each email as a draft for Nick’s review (future goal: send directly after approval process is established); repeat for all businesses; add a status column to track progress (e.g., Drafted, Sent).
>Maintain the FAQ Log with common questions and answers from virtual assistant and/or customer
>Respond to customer emails to maintain engagement by answering questions, coordinating payment, scheduling calls if requested, and requesting or collecting marketing materials (e.g., logo, digital files); gather key business details including 3 quality points/benefits, any coupons or offers, phone numbers, contact information, preferred colors, and design/layout preferences; when possible, align advertisement design with the look and feel of the customer’s website.