Predictive Strategies

Consultant

• Engage with prospective patients by phone following inbound form based inquiries
• Build professional, trust-based relationships through thoughtful conversation
• Use active listening and open-ended questions to understand individual goals and concerns
• Clearly explain the consultation process and next steps (non-clinical only)
• Encourage scheduling of a free, no-obligation office visit
• Maintain accurate and timely records of interactions in the CRM system

Cosmetic Surgery Consultant

Account Manager

• Act as the primary point of contact for assigned client accounts, handling daily inbound and outbound calls, video meetings, and email interactions.
• Manage direct client communications with a focus on resolving issues and promoting effective product usage.
• Drive client satisfaction and retention by providing expert level product guidance, overcoming objections, and ensuring swift resolution of service needs.
• Collect and synthesize client feedback, especially related to prompt behavior and AI response quality, and implement approved changes within our proprietary UI tool.
• Monitor ongoing usage of AI tools by clients and recommend enhancements to client UI environment while accounting for both company and client needs.
• Assist in onboarding new clients and guiding them through our AI platform features and service processes.

Insurance

• Handle inbound calls from warm prospects
• Guide clients through simple, compliant coverage options
• Close efficiently while delivering a strong customer experience

Cosmetic Surgery Consultant

Account Manager

Life Insurance Consultant