Customer Services Coordinator Test Project

We are excited to learn more about you during the test project process!
Please read all of the information that’s outlined below.
We look forward to your submission!

About Carrot

Carrot ( is a fast-growing SaaS company that helps real estate investors and agents generate leads online so they can close more deals and have more time for the things that matter in life. Click here to learn more about the Carrot team, who we serve, and our mission.

The Carrot platform has a set of core features that are the key to member success:

  1. Lead capture through high converting web sites
  2. Tools and resources that result in high SEO ranking
  3. Online authority building through superior content creation
  4. Technology and automation that optimize the above on behalf of our members

You can find a more complete list of the features, plans, and positioning of Carrot here, and navigate through more specific feature details here.

Customer Services Coordinator Test Project Overview

Challenge: Customize A Demo Site On The Carrot Platform

As a Customer Services Coordinator, the key functions of your role will be project management and working with our members to update their Carrot websites in a timely fashion.

The goals of this project are to:

  • Launch a demo website on the Carrot platform.
  • Introduce yourself to the Carrot team & let us get to know you a bit more.
  • Test your attention to detail & ability to follow instructions.


Check your email for an invitation to our app & launch a website on the Carrot platform.

Using your website, please complete the following:

  1. Update the branding colors & theme to something that matches your style preference, add in some customization.
  2. Update the home page of your website to demonstrate the things you’ve experienced and done that would contribute to you being an amazing Carrot team member. 😍
  3. Add a new page to the site and title it “About Me”.
    • Add the “About Me” page to the Main Menu navigation.
    • Create a short video (2-3 minutes), upload it to YouTube (set the privacy setting to “unlisted”), and add it to your “About Me” page.
    • Answer the following questions in your video:
      • Why do you want to join the Carrot Team?
      • Share some details regarding your CSS and HTML experience, and what you’d like to learn more about.
      • What are you most grateful for right now in your life and why?
  4. Create a new blog post on your site and respond to the scenarios below as if you were a Customer Services Coordinator at Carrot. Please include the scenario description (just copy/paste) and then your answer below. 
    • A few things to keep in mind as you’re thinking through these: 
      • You have total autonomy to make any billing decisions necessary (refunds, bumping out billing dates, etc.)
      • You aim to deliver 100% of all services on time.
      • You work with 2-3 copywriters on a contract basis.
      • You have access to all past conversations that a member has had with anyone from the Carrot team at any time (both via live chat and email).

Scenario #1: One of our services is called City Landing Pages. With this service, we bring in one of our copywriters to create 10 landing pages on a member’s site. The typical timeline for this service is about 5-7 business days and includes you being the main point of contact for the member throughout the service, even though you’re not the one actually doing the work. 

You had a writer confirm that they wanted to take on the project but they missed the due date and haven’t done any of the work. After multiple follow-ups, you can’t get any response from them and have to take matters into your own hands. You’ve already told the member when they can expect to receive their completed pages (let’s say that day is tomorrow). 

What do you do? How do you rectify the late delivery of the service with the member? How do you get the service completed? Please type out a draft of an email that you would send to that member. 

Scenario #2: Another one of our services is called a Quickstart (QS). Our sales page for this service very clearly outlines the 13 points of what we do and explicitly states that the Quickstart does not include any content edits on the member’s site. 

Bob orders a QS and submits his intake form with the necessary information. Upon completion of the service (you’ve done everything perfectly and followed the process to a T), Bob reaches out expressing frustration that there is no content on his site focusing on probate targets.

How do you deal with Bob’s frustration? What do you do to clear up Bob’s confusion with the service that he purchased? Please type out a draft of an email that you would send to that member and your solution to the problem. 

Scenario #3: It’s Thanksgiving week and you have Thursday & Friday off. Yay! Unexpectedly, one of your team members has a family emergency and is out the entire week. Meaning you’re covering all incoming/outgoing orders Monday – Wednesday. It’s now your responsibility to juggle your already heavy task load as well as covering for your teammate. That includes getting in the trenches and responding to their emails, making sure due dates are hit, orders are processed, etc. 

What are some strategies that you would use to make sure that you’re correctly prioritizing tasks? 

Submission Process

Due date: December 22nd @ 9am PST.

Once you have all of those items outlined on your site, submit the URL of your new website to The URL will look something like

Please title the email “Customer Services Coordinator – Phase 2 Application”. Feel free to reach out with any questions – thanks!