Cyrus Waiganjo

Fathom call: South / Rise 48 Equity https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32 Summary: ## Meeting Purpose [Evaluate South for Rise48's marketing and accounting VA needs.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=10.0) ## Key Takeaways - [**Hiring:** Rise48 will hire two full-time VAs: a marketing specialist (social media, video editing) and an accounting specialist (AR/AP).](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1384.0) - [**Cost:** \~$3k/mo for marketing and \~$2.1k–$3k/mo for accounting, reflecting a senior skill set (e.g., QuickBooks, GAAP) at a competitive price.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=245.0) - [**Process:** South sources candidates from Argentina/Colombia, presenting 3–5 vetted profiles within 3–5 days of receiving job descriptions.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=729.0) - [**Terms:** The engagement is month-to-month, with no upfront fees and free replacements at any time.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=666.0) ## Topics ### Rise48's Needs - [**Marketing VA:**](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=81.0) - [**Current Duties:** Manages content for 7 social media accounts (LinkedIn, IG, FB, TikTok), using AI for post creation and daily comment moderation.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=85.0) - [**New Requirement:** Add video editing (CapCut, Premiere Pro) for short-form content.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=159.0) - [**Ideal Candidate:** A senior, execution-focused specialist proficient in both social media and video editing.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=230.0) - [**Accounting VA:**](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=947.0) - [**Role:** Full-time Accounts Receivable/Payable specialist.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=947.0) - [**Responsibilities:** Email triage, invoice coding, tenant ledger management, and statement distribution.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1000.0) - [**Requirement:** Must understand accounting principles, not just data entry.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1308.0) ### South's Solution & Pricing - [**Talent Pool:** VAs are sourced from Argentina and Colombia for their strong English skills and education.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=383.0) - [**Time Zone:** Max 3-hour difference from PST, ensuring significant daily overlap.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=436.0) - [**Source:** Many candidates are poached from the Big Four (e.g., Deloitte, EY) by offering higher salaries than local corporate rates.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1185.0) - [**Pricing (Full-Time, Dedicated):**](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=245.0) - [**Marketing:** \~$3,000–$3,400/month for a senior specialist (5–8 years experience).](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=245.0) - [**Accounting:** \~$2,100–$3,000/month.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1026.0) - [**Junior (\~$2.1k):** Payroll, data entry, basic Excel.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1253.0) - [**Senior (\~$3k):** QuickBooks, advanced Excel, GAAP, independent reporting.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1253.0) - [**Controller:** Up to $6,500/month.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1063.0) ### Engagement Process & Terms - [**Vetting Process:** South's rigorous funnel filters 100 applicants to 3–5 vetted candidates.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=741.0) - [**Steps:** English grammar, internet speed, hardware, and personality tests → interviews → background/reference checks.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=741.0) - [**Hiring Process:**](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1384.0) 1. [**MSA:** South sends a Master Service Agreement.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1384.0) 2. [**JDs:** Rise48 provides job descriptions.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1384.0) 3. [**Candidates:** South delivers vetted profiles (CVs, videos, portfolios) in 3–5 days.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1384.0) 4. [**Interviews:** Rise48 interviews candidates and can assign work tests.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=729.0) - [**Contract Terms:**](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=666.0) - [**Model:** Month-to-month, no minimum term.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=666.0) - [**Payment:** No upfront fees; payment begins only upon hiring.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1450.0) - [**Replacements:** Free replacements are provided at any time.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1468.0) - [**Notice:** No notice required in the first 90 days; 2 weeks' notice recommended afterward.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=690.0) - [**Support Model:** South provides a Client Success Manager for Rise48 and a Career Coach for the VA to manage workload and performance.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=579.0) ## Next Steps - [**Francisco:** Send the MSA to Rise48 for the marketing and accounting roles.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1412.0) - [**Rise48:**](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1412.0) - [Review and sign the MSA.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1412.0) - [Provide detailed job descriptions for both roles.](https://fathom.video/share/wU2B-wL3x11dkWYLtZD39N996NyWSs32?tab=summary&timestamp=1412.0) Other attendees on this call: - Bikran Sandhu <bikran@rise48equity.com> - Zach Haptonstall <zach@rise48equity.com> - Luke Sutter <lsutter@rise48equity.com> - Katy Hesser <khesser@rise48equity.com> - (no name) <katy@rise48equity.com> - (no name) <luke@rise48equity.com>