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Client Acquisition Specialist

Hiring a Client Acquisition Specialist will directly address the business's need for lead generation, appointment setting, and client acquisition. This role is crucial for building the client base, which is currently a significant pain point for the business owner. By focusing on client acquisition, this hire will help achieve the vision of onboarding 12 new clients by the end of December 2025, alleviating the owner from tasks they are not interested in doing themselves.

Daily Standard Operating Procedure for Client Acquisition Specialist

Objective

To generate leads, set appointments, and acquire new clients for the medical billing and practice management business.

Daily Tasks

  1. Lead Generation

    • Research and identify potential leads using online databases and tools.
    • Maintain an updated list of prospects in the CRM system.

  2. Outreach

    • Reach out to leads via email and phone calls.
    • Use personalized messaging to engage potential clients.

  3. Follow-Up

    • Schedule follow-up calls or emails at least once a week for each prospect.
    • Track follow-up interactions in the CRM.

  4. Appointment Setting

    • Set appointments for the business owner with interested leads.
    • Send calendar invites and reminders for scheduled meetings.

  5. Reporting

    • Provide a daily report summarizing outreach efforts and outcomes.
    • Analyze data and adjust strategies accordingly to improve lead conversion rates.

  6. Collaboration

    • Attend weekly meetings with the business owner to discuss progress and strategies.
    • Share insights on potential improvements in the lead generation process.

End of Day Tasks

  • Ensure all leads are updated in the CRM.
  • Review the next day’s schedule and prepare materials needed for calls/meetings.

Job Description: Client Acquisition Specialist

Position Overview

We are seeking a motivated and results-oriented Client Acquisition Specialist to join our team on a contract basis. This role is pivotal in generating leads, setting appointments, and acquiring new clients for our medical billing and practice management business.

Responsibilities

  • Conduct market research to identify potential leads.
  • Reach out to prospects via phone and email to introduce our services.
  • Schedule appointments for the business owner with interested prospects.
  • Maintain accurate records of interactions in our CRM.
  • Provide daily reports summarizing outreach efforts and lead conversion.
  • Collaborate with the business owner to develop and refine acquisition strategies.

Skills

  • Strong communication and interpersonal skills.
  • Proficient in using CRM software.
  • Ability to work independently and manage time effectively.
  • Experience in lead generation and client acquisition is a plus.

Qualifications

  • Previous experience in sales, marketing, or business development.
  • Familiarity with the medical billing and practice management industry is preferred but not required.

Compensation

  • Hourly rate of $20 - $30, depending on experience.

Benefits

  • Flexible working hours.
  • Opportunity for contract renewal based on performance.
  • Possibility of transitioning to a full-time role in the future.

Working Conditions

  • Remote work with occasional meetings via video conferencing.
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