About the team

Dan Baird

CEO

Dan founded Crack the Crowd in 2013, and is the company’s CEO and strategy lead. He is also a product design and launch expert. Previously, he served as Vice-President of CrowdEngine, leading sales, marketing, and launching dozens of crowdfunding platforms, including the first equity platform to reach $1 billion in offerings.

Gabi Barragan

Director of Marketing

Gabi is Director of Marketing for Crack the Crowd. An experienced content strategist, marketer, and writer, she leads strategy, branding, and content initiatives for Crack the Crowd’s diverse roster of clients.

What They’re Saying

CALL TO ACTION


Regulation Crowdfunding (Reg CF) rules can make even the most capable crowdfunders and marketers confused. That’s where we come in— the Ultimate “DIY” Guide to Reg C Crowdfunding tells you what you need to know to plan, prep, launch your campaign, position it for success, and stay compliant.

Careers

The Marketing Assistant is responsible for tackling marketing and administrative duties that help the CTC senior team with internal projects and tasks, as well as those involving clients. Some tasks may require corresponding with clients, requiring professionally written communication. On occasion, you may be asked to join a client call, but will be given advance notice.

Hours for this role are hourly and will be tracked through Upwork. Some tasks include approximations for the time it should take to complete a task.

Daily Duties

  • Morning 5 min check-in with Dan or Gabi to review priorities for the day.
  • Social Media – 15-20 min
    • Review crowdfunding articles for social posting and sharing with the team.
    • Create posts for Twitter and LI (no FB) from curated articles or CTC original content.
    • Check networks for direct messages or signs of engagement.
  • Scheduling
    • Per requests from the senior team, schedule meetings with clients.
  • PipeDrive
    • Monitor CallRail submissions (typically, people inquiring about services); enter in PipeDrive; loop in project manager.
    • Input new leads per forwarded requests from Dan or Gabi.
    • Manage new lead communications.
      • Email potential clients with thank you email and survey.
      • Schedule meetings with new leads.
      • Answer questions from new leads.

Weekly Duties

  • Client tasks as needed.
  • Upload weekly blog content, add image, optimize content.
  • Assist with CTC press and promoter outreach and tracking.
  • Update WordPress as needed.
  • Conduct research as needed.
  • By Friday, EOD PST, provide Dan and Gabi weekly report of tasks completed, and report any obstacles or issues, including hours for the week.

 

Client Onboarding Duties (this workflow kicks in when a client has provided payment)

  • Email new client with welcome email and onboarding survey; loop in project manager to make sure assets and information we ask for is collected and tracked.
  • Schedule kickoff meeting when client has supplied all assets/information required.
  • Begin customizing the kickoff template.
  • Create one-page “fact sheet” on new client with the following (take from onboarding survey): company description; main lead; raise or project type (for internal use).
  • Create Google Drive folders.
  • Perform a content audit to capture the following: social media networks used by client, followers, traffic (use SEMrush); client website to find out if there is a blog, or any lead magnets like eBooks, guides, infographics, etc. (include this information in the kickoff deck)
  • As onboarding continues lend your eyes and ears to diagnosing any campaign flaws; make recommendations on improving a campaign.
  • Attend client meetings as necessary to take notes and record action items (looping in project manager).

 

Expectations

  • Speak up when you have any questions–even if they seem minor.
  • Be proactive–if you see something that needs to be done, go ahead and do it.
  • Be professional with all clients (proofread emails before sending them).
  • Give us two week’s advance notice when you plan to take time off.

The Project and Digital Ads Manager is responsible for two main duties: helping CTC track and manage internal and client projects, and manage digital ad campaigns on social media. Some tasks may require corresponding with clients, requiring professionally written communication.

 

Hours for this role are tracked through USource.

 

Daily Duties

  • Evening (by 5 p.m. PST) check-in with Gabi to review priorities for the day.
  • Check PipeDrive to ensure any new leads have been contacted and are moving through the pipeline.
  • Check-in on any campaigns currently running to make sure there are no red flags.

 

Weekly Duties

  • When a social media campaign is running, provide a weekly report on activity.
  • By Friday, EOD PST, provide Dan and Gabi weekly report of tasks completed, and report any obstacles or issues, including hours for the week.

 

Client Onboarding Duties (this workflow kicks in when a client has provided payment)

  • Susan, marketing assistant, will loop you in when a new client has signed on; your task will be to make sure all the assets and information we ask for is collected and tracked (checklist in Smartsheet).

 

  • Add the new client to Smartsheet.
  • Using the proposal in PandaDoc that the client has signed, and includes all the items CTC is responsible for delivering, create the necessary cards under the “To-Do” column.
  • Listen to the recording of a kickoff meeting to record all outstanding action items and dates, and update the client’s projects and deadlines in Smartsheet.
  • By Monday morning PST, send a team email with client deadlines for the week.
  • Notify Susan when all assets and information are collected so she can schedule the kickoff meeting; keep her in the loop on any outstanding items needed so Susan can remind the client.
  • Track all action items and deliverables until a project is completed.

 

Expectations

  • Speak up when you have any questions–even if they seem minor.
  • Be proactive–if you see something that needs to be done, go ahead and do it.
  • Be professional with all clients (proofread emails before sending them).
  • Give us two week’s advance notice when you plan to take time off.

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