Business structures map process that move money.

Marketing Role Description Processes and Steps Rank (1-10)
Market Research Analyst Analyses market data to understand customer needs and preferences. 1. Conduct surveys.
2. Analyze customer data.
3. Identify market trends.
4. Report findings to marketing team.
Brand Strategist Develops a brand identity and positioning for the business. 1. Analyze market research.
2. Define brand values.
3. Create brand visuals and voice.
4. Develop positioning statement.
Content Creator Creates engaging content to attract and inform potential customers. 1. Understand target audience.
2. Plan content calendar.
3. Produce articles, videos, etc.
4. Optimize content for SEO.
Social Media Manager Manages online social platforms to engage with potential clients. 1. Plan posting schedule.
2. Curate and create content.
3. Engage with followers.
4. Monitor analytics.
Pay-Per-Click (PPC) Specialist Manages paid online ad campaigns to generate leads. 1. Identify keywords.
2. Set ad budget.
3. Design ad creatives.
4. Monitor campaign performance.
Email Marketing Specialist Engages potential customers through targeted email campaigns. 1. Build email list.
2. Segment audience.
3. Design email templates.
4. Analyze open and click rates.
Landing Page Designer Designs web pages to capture lead information and convert visitors. 1. Understand campaign goals.
2. Design page layout.
3. Optimize for conversions.
4. Test different designs.
Conversion Rate Optimization (CRO) Specialist Optimizes the conversion funnel to maximize lead generation. 1. Analyze website analytics.
2. Identify drop-off points.
3. A/B test changes.
4. Implement successful tests.
Lead Intake Specialist Ensures seamless process for customers to provide their details. 1. Set up intake form.
2. Monitor form submissions.
3. Address any technical issues.
4. Forward leads to sales team.
Sales Role Description Processes and Steps Rank (1-10)
Lead Intake Coordinator Receives and organizes incoming leads from various sources. 1. Monitor lead intake form submissions.
2. Categorize leads based on service request.
3. Distribute leads to appropriate sales representatives.
4. Maintain lead database for follow-ups.
Sales Development Representative (SDR) Qualifies leads, ensuring they are a fit for the offered services. 1. Review lead details.
2. Initial outreach to leads.
3. Qualify based on need, budget, and timeline.
4. Forward qualified leads to Account Executives.
Account Executive (AE) Presents offerings to qualified leads and closes the sale. 1. Review qualified lead details.
2. Conduct product/service presentation.
3. Address questions or concerns.
4. Negotiate pricing and terms.
Customer Support Representative Assists leads and customers with inquiries and potential issues. 1. Be available for customer inquiries.
2. Understand service offerings deeply.
3. Resolve issues or concerns.
4. Direct advanced issues to specialists or management.
Sales Operations Specialist Handles the administrative functions of the sales process. 1. Ensure CRM system is up to date.
2. Analyze sales metrics.
3. Provide sales team with necessary tools and resources.
4. Coordinate with marketing for lead source tracking.
Appointment Scheduler Schedules service appointments for customers post-sale. 1. Coordinate with AE and customer.
2. Find suitable dates and times.
3. Input appointments in company calendar.
4. Send reminders to customers.
Operations Role Description Processes and Steps Rank (1-10)
Operations Manager Oversees the entire operations of the business, ensuring smooth daily functioning. 1. Open business systems & tools.
2. Review the day's schedule.
3. Ensure all resources are available.
4. Monitor team performance throughout the day.
Inventory Coordinator Manages the inventory of tools, equipment, and materials. 1. Check inventory levels first thing.
2. Replenish any low stocks.
3. Coordinate with suppliers for deliveries.
4. Ensure tools and equipment are well-maintained.
Field Technician Provides the actual home maintenance services to customers. 1. Review daily job assignments.
2. Prepare necessary tools and equipment.
3. Complete service tasks at customer homes.
4. Report any issues or feedback to management.
Customer Support Specialist Addresses and resolves customer concerns or queries throughout the day. 1. Log into customer support system.
2. Respond to pending inquiries.
3. Coordinate with technicians for real-time support.
4. Update any customer information as needed.
Scheduling Coordinator Manages and schedules appointments for customers and technicians. 1. Review current day's appointments.
2. Make any necessary adjustments.
3. Coordinate with technicians on route planning.
4. Schedule appointments for future dates.
Quality Assurance Specialist Ensures the quality of services provided meets company standards. 1. Review feedback from previous day.
2. Conduct random spot checks or inspections.
3. Provide feedback to technicians.
4. Report findings to management.
Finance Coordinator Handles the daily financial operations including invoicing and payments. 1. Process invoices for completed jobs.
2. Track incoming payments.
3. Manage expense reports.
4. Reconcile day's financial transactions.
Closing Coordinator Ensures all daily tasks are completed and the operations are shut down properly. 1. Check that all jobs are logged.
2. Ensure all tools and equipment are stored safely.
3. Turn off all business systems & tools.
4. Lock up or secure business premises.
HR Role Description Processes and Steps Rank (1-10)
HR Manager Oversees all HR functions and ensures smooth operation of HR tasks daily. 1. Open HR management systems.
2. Review daily HR task list.
3. Prioritize and delegate tasks.
4. Monitor ongoing HR activities.
Recruitment Specialist Manages the hiring process to meet the business's staffing needs. 1. Review job applications received.
2. Shortlist potential candidates.
3. Schedule interviews.
4. Update job postings if necessary.
Training & Development Officer Ensures all employees receive necessary training and development. 1. Check training schedules.
2. Prepare materials for training sessions.
3. Conduct or facilitate trainings.
4. Update training records.
Benefits Administrator Manages and administers employee benefits like health insurance and leave. 1. Process any new benefit enrollments.
2. Address employee queries on benefits.
3. Coordinate with benefit providers.
4. Ensure all benefit records are up to date.
Employee Relations Specialist Addresses and resolves employee concerns or disputes. 1. Review any new concerns reported.
2. Meet with involved parties.
3. Recommend resolutions.
4. Document all cases and outcomes.
Payroll Specialist Ensures accurate and timely payment of employee salaries. 1. Verify attendance and hours worked.
2. Process any overtime or deductions.
3. Run payroll.
4. Distribute paychecks or process direct deposits.
Performance Management Specialist Oversees the evaluation of employee performance. 1. Check for any evaluations due.
2. Send out evaluation forms.
3. Compile evaluation results.
4. Schedule feedback sessions.
Closing HR Coordinator Ensures all HR tasks are completed and the HR department is closed properly. 1. Check completion of all scheduled tasks.
2. Secure confidential HR documents.
3. Turn off all HR systems and tools.
4. Lock up or secure HR premises.
Finance Role Description Processes and Steps Rank (1-10)
Finance Manager Oversees the entire financial function, ensuring accuracy and compliance with standards. 1. Open finance management systems.
2. Review daily finance task list.
3. Prioritize and delegate tasks.
4. Monitor ongoing finance activities.
Accounts Receivable Clerk Manages incoming payments and ensures they are recorded accurately. 1. Check for new customer payments.
2. Record payments in the system.
3. Follow up on any overdue invoices.
4. Reconcile payments with bank statements.
Accounts Payable Clerk Handles outgoing payments for services, materials, and other business expenses. 1. Review pending bills and invoices.
2. Schedule payments based on due dates.
3. Process payments.
4. Record payments in the system.
Budget Analyst Monitors and manages the company's budget, ensuring spending is in line with projections. 1. Review daily expenses.
2. Compare actuals to budgeted figures.
3. Flag any discrepancies.
4. Provide feedback to departments on their spending.
Financial Analyst Analyzes financial data to provide insights and recommendations. 1. Gather financial data from different departments.
2. Analyze trends and patterns.
3. Provide reports on financial performance.
4. Offer recommendations for cost savings or revenue enhancement.
Tax Specialist Ensures the company meets all tax obligations and takes advantage of relevant tax benefits. 1. Monitor daily transactions for tax implications.
2. Ensure tax deductions at source where applicable.
3. Stay updated on any tax law changes.
4. Prepare for monthly or quarterly tax submissions.
Internal Auditor Checks and verifies financial transactions to ensure compliance and accuracy. 1. Plan daily audit activities.
2. Review selected transactions.
3. Report any discrepancies or non-compliance.
4. Recommend controls or process improvements.
Closing Finance Coordinator Ensures all finance tasks are completed and the finance department is closed properly. 1. Verify all scheduled tasks are complete.
2. Backup and secure financial data.
3. Turn off all finance systems and tools.
4. Lock up or secure finance department premises.
Admin Role Description Processes and Steps Rank (1-10)
Office Manager Coordinates office operations and procedures to ensure organizational effectiveness and efficiency. 1. Open office premises.
2. Review the day's schedule and appointments.
3. Prioritize and delegate tasks.
4. Monitor ongoing administrative activities.
Receptionist Greets visitors, handles incoming calls, and performs general administrative duties. 1. Set up the reception area.
2. Check voicemails and return calls.
3. Attend to visitors and clients.
4. Direct inquiries to relevant departments.
Appointment Coordinator Schedules and manages customer appointments for services. 1. Review daily appointment schedule.
2. Confirm appointments with customers.
3. Coordinate with technicians/service providers.
4. Update changes/cancellations in the system.
Data Entry Clerk Enters information into the system, ensuring accuracy and timeliness. 1. Gather documents needing data entry.
2. Input data into relevant systems.
3. Cross-check entries for errors.
4. Backup and save data files.
Inventory Manager Manages and tracks equipment, tools, and supplies used by technicians. 1. Review stock levels.
2. Process requests for materials/tools.
3. Coordinate with suppliers for restocking.
4. Maintain inventory records.
Administrative Assistant Provides support to managers and employees, assisting in daily office needs. 1. Check emails and correspondences.
2. Assist in preparing reports.
3. Schedule meetings.
4. File and organize documents.
Facilities Coordinator Ensures that the physical environment of the office is maintained and in good condition. 1. Check office spaces for cleanliness and order.
2. Coordinate with cleaning and maintenance staff.
3. Address any facility-related complaints.
4. Organize any needed repairs or maintenance.
Closing Administrative Assistant Ensures all admin tasks are completed and the office is closed properly. 1. Check completion of all scheduled tasks.
2. Secure confidential documents and files.
3. Turn off all office equipment.
4. Lock up or secure office premises.
Special Projects Role Description Processes and Steps Rank (1-10)
Project Manager Leads and oversees special projects, ensuring they are completed on time and within budget. 1. Review the project's objectives for the day.
2. Organize team huddles to delegate tasks.
3. Monitor progress throughout the day.
4. Review and adjust project timelines.
Market Researcher Studies market trends and gathers data to inform the development of new services or campaigns. 1. Plan daily research activities.
2. Conduct surveys/interviews.
3. Analyze collected data.
4. Report findings to project manager.
Product Development Specialist Designs and tests new services to be offered by the business. 1. Review feedback on current services.
2. Prototype new service ideas.
3. Test the new services internally.
4. Make improvements based on feedback.
Branding Expert Develops and refines the brand's image, voice, and marketing materials. 1. Review current branding materials.
2. Design new branding concepts.
3. Present concepts to stakeholders.
4. Finalize branding assets.
Customer Feedback Coordinator Collects and analyzes feedback from customers about new or existing services. 1. Plan daily feedback collection methods.
2. Reach out to customers for feedback.
3. Compile feedback data.
4. Share insights with the product development team.
Partnership Coordinator Explores and manages partnerships with other businesses or service providers. 1. Identify potential partners.
2. Initiate partnership discussions.
3. Formalize partnership agreements.
4. Monitor and review partnership outcomes.
Special Events Organizer Plans and manages events like launches, community outreach, or customer appreciation days. 1. Identify event objectives.
2. Plan event details and logistics.
3. Coordinate with vendors and partners.
4. Execute the event and gather feedback.
Project Closeout Specialist Ensures special projects are wrapped up efficiently, with all objectives met and documented. 1. Review project completion checklist.
2. Document lessons learned.
3. Archive project materials.
4. Communicate project closeout with stakeholders.