General Responsibilities:
- Scheduling and Conducting Sales Meetings:
- Schedule new client appointments.
- Conduct and organize sales and closing meetings.
- Manage and support new and existing clients independently.
Sales Responsibilities:
- Appointment Setting:
- Schedule appointments with potential clients.
- Conduct sales meetings (initial, follow-up, and closing meetings).
- Follow up with clients.
- Provide ongoing support to clients.
Outlook Responsibilities:
- Email Management:
- Check personal emails.
- Respond to and manage emails.
Airtable Responsibilities:
- Data Management:
- Maintain data in your own acquisition board on Airtable.
- Organize and manage new clients.
Other Responsibilities:
- Client Communication:
- Make phone calls to new clients.
Support and Meetings:
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Immediate Assistance:
- For quick questions, feel free to ask Jonathan directly.
-
Scheduling Meetings:
- For more detailed discussions, please schedule a meeting via Calendly.
Important: When scheduling a meeting, please include the discussion topics/agenda so I can prepare accordingly.