Key Responsibilities :

1. Collating Personal Details & Medical Reports (PDMR) :

- Manage client health records, ensuring the timely collection of personal details forms and medical reports.

- Track upcoming consultations using the appointment schedule and ensure all necessary documents (e.g., test reports, prescriptions) are received.

- Coordinate with clients to collect and verify test reports, ensuring accuracy in sample collection dates and report completeness.

- Guide clients on necessary tests based on their health conditions and inform them of any missing or outdated reports.

- Collaborate with wellness consultants and team members to maintain up-to-date client records in the CRM.

2. Creating Pre-consultation Notes:

- Review client-provided personal details and medical reports, identifying key health concerns and reporting abnormalities.

- Communicate with clients via email, WhatsApp, or phone to clarify or update any missing information.

- Compile pre-consultation notes, including test results and health concerns, and share with Luke and the wellness consultant ahead of consultations.

3. Appointment & Consultation Reminders:

- Send WhatsApp or email reminders to clients, 24 hours and 15 minutes before their consultation.

- Ensure clients have all necessary meeting details (e.g., venue, Skype ID, Facetime ID).

- Uphold professionalism and empathy in communications, promoting the company- s brand and vision.

4. Shadowing Consultations & Sharing Recommendations:

- Shadow Luke's consultations, recording and maintaining all client recommendations and actions.

- Provide post-consultation support by emailing recommendations to clients and answering any follow-up queries.

- Travel when required for Luke's consults to ensure in-person support.

- Follow up on post-consultation actions, ensuring timely closures and client satisfaction.

5. Post-consult Closures & Program Sign-ups:

- Share program details and sign-up procedures with clients following their consultation.

- Collaborate with the core team to close post-consultation actions.

- Ensure timely entries in the CRM following company SOPs and follow up on program sign-ups.

- Convert consultations into program sign-ups, contributing to the company's growth.

6. Customer Service:

- Serve as the first point of contact for leads via calls, chats, emails, or other communication channels.

- Provide professional, prompt, and empathetic responses to client inquiries.

- Educate clients about wellness programs and consultations, ensuring they have a seamless experience.

- Address client health concerns with care, ensuring they feel understood and supported.

7. Sales Support:

- Recommend and explain relevant services (consultations or programs) based on client needs.

- Guide clients through the onboarding process, ensuring a smooth transition to the program.

- Meet or exceed sales targets and quotas, driving revenue growth.

8. Relationship Building:

- Build personalized and trusting relationships with clients, fostering long-term loyalty and repeat business.

- Conduct follow-ups post-consultation to ensure client satisfaction and encourage additional service utilization.

- Act as a brand ambassador, representing the company's values and commitment to customer care.

9. Documentation & Reporting:

- Accurately document all client interactions, medical reports, and consultation notes in the CRM system.

- Ensure records are consistently updated and accessible for future reference.

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