• Build, organize, and regularly update lead lists for clinics, doctors, therapists, wellness centers, retreats, universities, researchers, government-related contacts, and potential strategic partners or investors.
• Research companies, organizations, and individuals to identify high-fit leads, decision-makers, contact details, and partnership opportunities.
• Send professional outreach and follow-up emails using approved messaging, tone, and guidelines.
• Track all outreach activity, responses, lead status, notes, and next steps in a spreadsheet or CRM.
• Conduct market and industry research related to health technology, mental health, wellness, psychedelics, emerging treatments, regulations, and business trends.
• Use AI tools (e.g., ChatGPT and similar systems) to support research, draft emails/messages, summarize findings, and improve workflow efficiency.
• Manage outbound outreach via LinkedIn and Facebook, including connection requests, direct messages, and follow-ups where appropriate.
• Create simple written content when needed, such as outreach variations, short posts, summaries, and basic communication materials.
• Identify and flag high-value opportunities, qualified leads, and key insights quickly.
• Assist with appointment setting, meeting coordination, and passing qualified leads to leadership.
• Provide regular updates on progress, lead quality, response rates, and key insights or recommendations.
• Work independently while staying organized, using good judgment, and adhering to assigned scope and priorities.
• Follow the employee onboarding handbook and company guidelines provided.
• Seek clarification immediately if any information is unclear, missing, or uncertain before proceeding.
