Handle inbound calls from prospective clients, assess their needs, and match them with the most suitable Grow provider for their mental health goals.
Guide clients through the booking process, providing clear information, addressing questions, and following up as needed to confirm appointments. Maintain detailed and accurate records of client interactions and booking outcomes in Intercom and Zoom to support seamless communication and data tracking.
Proactively manage daily tasks to meet or exceed individual booking and conversion targets, optimizing call strategies based on real-time results. Collaborate with the New Client Bookings team to share insights, refine workflows, and support continuous improvement in the client booking experience.