ISA (Inside Sales Agent)


  • Prospect for new clients calling on:
  • Sphere of Influence
  • Past Clients
  • Database
  • Respond to inbound calls and text messages from prospect/s
  • Set Daily Appointments:
  • Schedule appointments
  • Conduct lead follow-up and nurture leads until appointments are set
  • Use SMS or Email Campaign for setting appointments
  • Invite leads to events or promote offers through call, SMS, or email
  • Call past clients and sphere of influence for referrals
  • Practice call scripts at least 2 hours per week
  • Conduct at least 10 to 20 hours of lead follow-up per week
  • Track weekly goals to measure lead conversion ratio
  • Database Management (Boulevard)
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