Roles & Responsibilities – Area Sales Manager

AI Agent Development & Sales | Bitlance Tech Hub

The Area Sales Manager will be responsible for generating business opportunities, meeting potential clients, scheduling product demonstrations, and converting businesses into customers for AI agent development and automation services.

1. Daily Key Performance Indicators (KPIs)

20–5O: utbound calls per day

### 5A ppointments for next day

### 5 Physical client visits per day

### 100%

Daily reporting compliance

Targets are daily expectations. Appointment scheduling and physical visits should be tracked separately.

### 2. Detailed Roles and Responsibilities

### A. Lead Generation & Cold Calling

* Make 20–50 outbound calls daily to business owners, decision-makers, and prospective clients.

* Identify potential customers for AI agent development and business automation.

* Explain AI solutions, including:

* AI Sales Calling Agent

* WhatsApp Automation Agent

* Social Media Marketing AI Agent

* SEO/GEO AI Agent

* AI Chatbot and Customer Support Agent

* Custom AI Agent Development

* Understand business problems, existing workflows, budget, and decision-making authority.

* Follow up with interested leads and update lead status in the CRM or sales tracker.

### B. Appointment Scheduling

* Schedule 5 qualified client appointments for the next working day.

* Confirm the date, time, location, contact person, and purpose of every appointment.

* Share appointment details with the technical team whenever a product demonstration is required.

* Send confirmation messages and call clients before visiting.

* Maintain a backup list of prospects in case of cancellations.

### C. Field Sales & Client Visits

* Complete 5 physical client visits per working day.

* Visit prospects across assigned territories and target industries.

* Meet business owners, directors, managers, doctors, builders, coaching institute owners, and other decision-makers.

* Understand the client's business challenges and identify suitable AI automation opportunities.

* Present the AI solution, business perks, estimated ROI, and implementation approach.

* Arrange a technical demo or follow-up meeting for qualified prospects.

* Collect feedback, discuss pricing, and move prospects toward closure.

### D. AI Agent Sales & Business Development

The Area Sales Manager should focus on selling business outcomes rather than only technical features.

Target industry | AI solution to pitch |

------------------ | -------------------------------------------------- |

Real estate | AI lead generation,



follow-up and sales calling |

Healthcare | Appointment booking and patient communication |

Coaching classes | Lead nurturing, admissions and WhatsApp automation |

Jewellery & retail | Customer engagement and repeat sales |

Political clients | Graphics, video and social media automation |

Textile businesses | Customer support, marketing and lead management |

### E. Coordination With the Technical Team

* Share qualified leads and their requirements with the technical team.

* Schedule product demos and ensure the client attends.

* Provide complete notes about business requirements before the demo.

* Coordinate customized proposals, quotations, and feasibility discussions.

* Collect client feedback after demonstrations.

* Follow up until the proposal is accepted, rejected, or deferred.

### F. Follow-Up & Deal Closure

* Follow up with every interested prospect according to the agreed timeline.

* Send proposals, pricing details, product information, and demo links.

* Handle objections related to pricing, existing staff, trust, and ROI.

* Negotiate within the company's approved pricing and discount policy.

* Obtain confirmation, coordinate documentation, and hand over closed customers for onboarding.

* Maintain an updated sales pipeline with the next action and expected closing date.

### 3. Daily Work Schedule

9:30–10:00 AM

Daily planning

Review leads, route plan, pending follow-ups and appointments.

10:00 AM–12:00 PM

Outbound calling

Call prospects, qualify leads and book appointments.

12:00–1:30 PM

Field visits – Phase 1

Complete 2 client visits.

1:30–2:00 PM

Lunch and follow-ups

Confirm appointments and update lead records.

2:00–4:30 PM

Field visits – Phase 2

Complete 3 additional client visits.

4:30–5:30 PM

Calling and appointment setting

Complete remaining calls and book 5 appointments for the next working day.

5:30–6:00 PM

Reporting

Submit visit reports, pipeline status and next-day schedule.

The schedule is a suggested template and can be adjusted based on travel distance, client availability, and appointment duration.

### 4. Daily Reporting Format

The Area Sales Manager must submit an end-of-day report containing:





Total calls made

Target: 20–50

Calls answered / meaningful conversations

Target: Actual count

Qualified leads generated

Target: Actual count

Appointments booked for next day

Target: 5

Physical client visits completed

Target: 5

Product demos scheduled / completed

Target: Actual count

Proposals or quotations shared

Target: Actual count

Deals closed and revenue generated

Target: Actual count / amount

Follow-ups completed

Target: Actual count

Next-day appointment list

Target: 5 confirmed prospects

Copy Daily Report

### 5. Weekly and Monthly Responsibilities

* Review territory-wise lead generation and sales performance.

* Maintain a database of prospects, follow-ups, appointments, and lost opportunities.

* Identify new businesses and expand the customer base in the assigned area.

* Coordinate with management on pricing, product feedback, and competitive offerings.

* Meet assigned monthly revenue and customer acquisition targets.

* Maintain professional relationships with clients and support customer retention.

* Provide market feedback to improve AI products, demos, and sales pitches.

### 6. Performance Evaluation Scorecard

Performance metric | Weight |

------------------------------ | ------ |

Daily client visits | 25% |

Next-day appointments booked | 20% |

Calling and lead qualification | 15% |

AI product demos and proposals | 15% |

Revenue and deal closures | 20% |

CRM updates and reporting | 5% |

Total | 100% |

Management should evaluate both activity and business results. Completing calls and visits is important, but qualified opportunities, revenue, and conversion rates determine overall sales performance.

### 7. Accountability & Reporting Structure

* Reports to: Sales Manager / Business Head

* Coordinates with: AI Developers, Technical Demo Team, Digital Marketing Team, and Client Onboarding Team

* Primary responsibility: Generate qualified leads, secure meetings, conduct field visits, coordinate demos, and close AI agent development deals.

* Daily non-negotiable targets: 20–50 calls, 5 physical visits, and 5 confirmed appointments for the next working day.

Important operational rule: The five next-day appointments should be confirmed with the prospects, not merely added to a calendar. If five appointments cannot be secured, the manager should report the shortfall and the recovery plan.

Pay: ₹500.00 - ₹850.00 per day

Benefits:

- Cell phone reimbursement
- Internet reimbursement
- Paid sick time

Work Location: In person

📌 Area Sales Manager (Amravati)
🏢 Bitlance Tech Hub
📍 Amravati