Intake Sales Specialist

Role Overview

The Intake Sales Specialist owns the top of the client funnel—managing inbound leads, qualifying prospects, and converting them into scheduled consultations. This is a high-accountability, performance-driven role.

Responsibilities

• Manage all inbound leads with immediate response and structured follow-up
• Maintain clean, real-time CRM data (Zoho preferred)
• Ensure every lead has a clear next step—no gaps, no missed opportunities
• Conduct structured intake calls (~15 minutes) to assess fit and readiness
• Guide conversations with clarity and confidence toward scheduling
• Protect attorney time through strong qualification discipline
• Drive qualified leads through the consultation pipeline by scheduling strategy sessions for attorneys and maintaining consistent follow-up throughout the process
• Reinforce value and expectations to drive strong show rates
• Ensure clean, accurate handoff for attorney meetings
• Execute persistent, structured follow-up across phone, text, and email
• Actively pursue unresponsive or stalled leads with professionalism and urgency
• Drive pipeline movement through confident outreach and relationship-building communication
• Maintain momentum throughout the sales process rather than waiting for leads to re-engage independently
• Ensure prospective clients are prepared and positioned for a productive consultation
• Speed-to-Lead: All new leads are contacted the same day
• Pipeline Discipline: Every lead tracked, managed, and progressed
• Scheduling Performance: Strong lead-to-consultation conversion and show rates
• Execution: High-volume outreach with structured daily workflow
• Ownership: Full accountability for results within the CRM

Qualifications

• 3+ years in intake, client acquisition, appointment setting, or similar role
• Proven ability to proactively pursue leads, overcome hesitation or lack of responsiveness, and consistently drive qualified leads toward scheduled appointments
• Proven ability to manage leads, qualify effectively, and convert to appointments
• Experience using CRM systems (Zoho preferred)
• Exceptional organization, responsiveness, and follow-through
• Strong communication skills with confidence and control in conversations
• Self-directed, high-accountability performer who takes ownership of outcomes
• Comfortable in a metrics-driven, performance-focused environment