- Conduct deep dive into clients’ health history, treatment, and test results.
- Assess client eligibility and program fit.
- Independently determine and customize health plans and payment structures.
- Conduct 1-on-1 virtual consultations via Zoom.
- Build rapport and recommend relevant Pompa Program solutions.
- Proactively manage lead follow-up and appointment show rates.
- Create detailed consultation notes for the client's health coach.
- Accurately track activity in CRM and Google Suite.
- Participate in weekly sales meetings, daily huddles, and workshops.
CRMGoogle Workspace