• Conduct outbound and inbound calls to prospective patients with warmth, professionalism, and confidence. • Qualify leads based on eligibility, interest, urgency, and alignment with the client’s wellness programs. • Ask thoughtful, structured questions to understand health goals, challenges, and readiness. • Schedule qualified prospects into booked consultations or discovery calls. • Confirm appointments and ensure prospects are fully prepared for the next step. • Reduce no-shows through clear communication and proactive follow-up. • Perform consistent follow-ups via calls, texts, and email. • Update Cerbo and internal trackers with accurate, real-time notes. • Maintain organized records of conversations, outcomes, and next actions. • Coordinate closely with the Sales and Concierge teams to ensure smooth handoffs. • Escalate sensitive concerns or red flags promptly. • Represent the brand’s values with empathy, clarity, and integrity at all times.

• Make high-volume outbound calls to new and existing leads from the CRM • Engage patients in empathetic, conversational discussions around their care needs • Qualify patients and schedule appointments with appropriate therapy providers • Complete intake forms accurately during or after calls • Maintain detailed records using spreadsheets and trackers (appointments, follow-ups, outcomes) • Follow up consistently with patients to improve show-up and conversion rates • Meet daily and weekly call, booking, and conversion targets • Collaborate with the team to improve scripts, processes, and patient experience

• Make outbound calls to target companies/prospects to initiate contact, build interest and set appointments. • Engage with decision-makers (managers, directors, executives) to identify needs and secure commitment for further conversation. • Qualify leads based on criteria such as company size, budget, authority, need, and timing. • Schedule and hand off meetings/appointments to the sales team, ensuring calendar invites, confirmations and all required details are provided. • Maintain and update accurate records of all calls, conversations, outcomes and next- steps in the CRM system. • Achieve and/or exceed daily/weekly/monthly KPIs such as number of calls, conversations, appointments booked, show-rate etc. • Collaborate with the marketing and sales teams to refine scripts, outreach messaging and lead lists for better conversion. • Handle objections professionally, adapt your approach, and remain persistent and resilient in face of rejection.

- Be the first point of contact for potential clients - Responsible for reaching out and engaging prospects - Schedule appointments with sales or service team