BODY MOKSHA PHYSICAL THERAPY

Sales

• Call, text, and email warm leads from Google, Facebook, website inquiries, referrals, workshops, and social media
• Respond to new inquiries quickly and professionally
• Conduct discovery conversations with prospective patients
• Book qualified evaluations with the clinical team
• Follow up consistently with leads who are not ready to schedule right away
• Send information and next steps clearly and professionally
• Keep every lead, conversation, and next step documented
• Make sure no prospective patient falls through the cracks
• Build trust through clear, warm, and confident communication
• Help prospective patients understand the value of specialized, cash-based physical therapy
• Talk through common concerns around cost, time, insurance, and uncertainty
• Guide people toward a confident decision without using pressure or fear-based tactics
• Maintain accurate lead records in the CRM, Google Sheets, EMR and other tracking tools
• Schedule appointments in the EMR system
• Track follow-ups, next steps, lead status, and appointment outcomes
• Keep the pipeline organized and current
• Communicate clearly with the team about patient questions, concerns, and expectations

Sales Desk Representative

• Call, text, and email warm leads from Google, Facebook, website inquiries, referrals, workshops, and social media
• Respond to new inquiries quickly and professionally
• Conduct discovery conversations with prospective patients
• Book qualified evaluations with the clinical team
• Follow up consistently with leads who are not ready to schedule right away
• Send information and next steps clearly and professionally
• Keep every lead, conversation, and next step documented
• Make sure no prospective patient falls through the cracks
• Ask strong questions to understand each person’s pain, goals, concerns, and motivation
• Build trust through clear, warm, and confident communication
• Help prospective patients understand the value of specialized, cash-based physical therapy
• Talk through common concerns around cost, time, insurance, and uncertainty
• Guide people toward a confident decision without using pressure or fear-based tactics
• Maintain accurate lead records in the CRM, Google Sheets, EMR and other tracking tools
• Schedule appointments in the EMR system
• Track follow-ups, next steps, lead status, and appointment outcomes
• Keep the pipeline organized and current
• Communicate clearly with the team about patient questions, concerns, and expectations
• Help improve patient communication systems as the practice grows
• Support local workshops or community events
• Represent Body Moksha professionally in live or in-person environments
• Help create a warm, trustworthy first impression of the practice
• Strengthen relationships with prospective patients and referral sources

Client Relationship, Sales Specialist

• Call, text, and email warm leads from Google, Facebook, website inquiries, referrals, workshops, and social media
• Respond to new inquiries quickly and professionally
• Conduct discovery conversations with prospective patients
• Book qualified evaluations with the clinical team
• Follow up consistently with leads who are not ready to schedule right away
• Send information and next steps clearly and professionally
• Keep every lead, conversation, and next step documented
• Build trust through clear, warm, and confident communication
• Help prospective patients understand the value of specialized, cash-based physical therapy
• Guide people toward a confident decision without using pressure or fear-based tactics
• Maintain accurate lead records in the CRM, Google Sheets, EMR and other tracking tools
• Track follow-ups, next steps, lead status, and appointment outcomes
• Communicate clearly with the team about patient questions, concerns, and expectations