- Client Consultation: Conduct face-to-face, phone, or video consultations to understand the prospect's background, challenges, or goals.
- Needs Assessment & Recommendations: Recommend tailored products, courses, or service packages based on a thorough analysis of what the client requires.
- Lead Management & Follow-Up: Handle incoming inquiries (calls, walk-ins, digital forms) and execute outbound follow-ups via phone, email, or messaging apps