• Track engagement activity (opens, clicks, downloads) for email campaigns and flag hot leads. • Help prepare email sequences, call scripts, or templated outreach materials. • Pull and organize sales activity reports or pipeline snapshots from HubSpot. • Assist in reviewing sales KPIs weekly/monthly (conversion rates, outreach metrics, adoption wins). • Help customize or prep diocesan and school/parish-specific sales decks, one-pagers, and presentations. • Create event materials for upcoming conferences (e.g., signage, packets, lead capture forms). • Support marketing follow-up efforts (e.g., email drafts, handouts, testimonial prep). • Maintain a shared resource folder with up-to-date materials for quick access by the team. • Help build a training playbook or FAQs sheet for new sales team members or reps. • Assist in organizing plans for test schools/parishes