1. Client Engagement and Lead Management:
o Make outbound calls to potential clients, introducing them to company
projects and opportunities.
o Schedule and coordinate site visits for client’s post-probation, ensuring an
excellent experience.
o Develop and maintain positive relationships with potential clients.
2. Client Nurturing:
o Regularly follow up with Cold and Warm clients to convert them into Hot
prospects.
o Record feedback and objections to refine pitch strategies.
o Address and resolve any objections or concerns raised by potential partners
clients.
o Provide tailored information and content based on the client's position in the
funnel.
3. Reporting and Documentation:
o Maintain detailed records of client interactions and lead status in the CRM
system.
o Submit daily, weekly, and monthly sales reports to the management team.
o Prepare and submit regular reports on lead generation, conversion rates,
and other key metrics.
4. Relationship Building:
o Build long-term relationships with clients for repeat business and referrals.