Sidekick Concierge Inc.

General

• Conduct structured discovery calls that uncover a client’s goals, motivations, timelines, experience, and investment readiness
• Set clear expectations for what franchise exploration looks like with Sidekick
• Professionally and confidently discuss liquidity, investment ranges, and financial preparedness
• Establish trust quickly through warm tone, clarity, and a human, conversational approach
• Make 50–100 outbound calls daily to self-qualified leads (no cold calling)
• Maintain high call quality, consultative flow, and consistent booking performance
• Navigate objections while staying composed, empathetic, and in control of the conversation
• Document call notes in HubSpot with accuracy and detail
• Track lead progress and ensure seamless movement toward an Advisor Call
• Support Advisors with scheduling and rescheduling when needed
• Share insights that help shape a better lead experience and stronger team results
• Collaborate with Specialists, Advisors, and leadership on continuous improvement
• Maintain discipline, consistency, and follow-through in a high-volume role.

Franchise Specialist