
Client Services Associate
3 weeks ago
Core Responsibilities
Lead Handling (Daily Priority)
Monitor all incoming messages, DMs, and comments on Instagram and other social platforms linked to running ads.
Respond within 10–15 minutes during peak hours with clear, empathetic, and product-aware communication.
Use pre-approved messaging templates and personalize where needed.
Maintain a polite, wise-yet-warm tone aligned with Astro Vistaar’s brand voice.
Lead Qualification & Tagging
Classify each lead based on interest: Courses, Spells, Products, or Consultations.
Use internal CRM or tracking system (e.g. spreadsheet/Notion/WhatsApp tags) to log details: Name, Interest, Budget, Timeline, Follow-up Date.
Disqualify politely if a lead is clearly misaligned.
Conversion Strategy
Share the right offering link/post/resource based on their expressed need.
Suggest the best-fit product or session if the client seems confused.
Upsell or cross-sell where meaningful.
Nudge undecided leads through testimonials, limited offers, and behind-the-scenes insights.
Customer Onboarding
For every successful conversion, guide the client clearly through:
Payment confirmation
Product/course access instructions
Follow-up timelines (e.g., when to expect delivery or session booking)
Confirm all onboarding steps are understood by the client.
Client Relationship Management
Check in after delivery/service (in 3–5 days).
Maintain a warm connect through occasional festival wishes, check-ins, or value-adds.
Escalate any dissatisfaction or refund request immediately to the co-founders.
Collaboration & Strategy Input
Share weekly insights on what leads are asking, common objections, and what’s working.
Suggest content or campaign ideas to improve conversions or address objections.
Coordinate with marketing/design when templates or creatives are needed.
Reporting
Daily tracker update before EOD:
Number of leads received
Number converted
Hot/warm/cold classification
Issues/escalations if any
Soft Skills Expected
Empathy without over-promising
A balance of professionalism and spiritual insight
Quick learner of our offerings and inner process
Reliable, accountable, and proactive
Tools & Channels
Instagram (DMs, comments, story replies)
WhatsApp Business
Notion/Google Sheet for tracking (or CRM, if introduced)
Canva (basic familiarity is a plus)
Payment gateways (Razorpay, GPay, etc.)
KPIs (To Be Reviewed Monthly)
Response time average
Conversion rate from inbound leads
Client satisfaction (based on feedback or repeat purchase)
Contribution to strategy or campaign improvement
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