To ensure seamless onboarding of leads from digital platforms (primarily Instagram), build strong client relationships, and actively convert inquiries into paying customers by aligning with the vision and values of Astro Vistaar.Core ResponsibilitiesLead Handling (Daily Priority)Monitor all incoming messages, DMs, and comments on Instagram and other social platforms linked to running ads.Respond within 10–15 minutes during peak hours with clear, empathetic, and product-aware communication.Use pre-approved messaging templates and personalize where needed.Maintain a polite, wise-yet-warm tone aligned with Astro Vistaar’s brand voice.Lead Qualification & TaggingClassify each lead based on interest: Courses, Spells, Products, or Consultations.Use internal CRM or tracking system (e.g. spreadsheet/Notion/WhatsApp tags) to log details: Name, Interest, Budget, Timeline, Follow-up Date.Disqualify politely if a lead is clearly misaligned.Conversion StrategyShare the right offering link/post/resource based on their expressed need.Suggest the best-fit product or session if the client seems confused.Upsell or cross-sell where meaningful.Nudge undecided leads through testimonials, limited offers, and behind-the-scenes insights.Customer OnboardingFor every successful conversion, guide the client clearly through:Payment confirmationProduct/course access instructionsFollow-up timelines (e.g., when to expect delivery or session booking)Confirm all onboarding steps are understood by the client.Client Relationship ManagementCheck in after delivery/service (in 3–5 days).Maintain a warm connect through occasional festival wishes, check-ins, or value-adds.Escalate any dissatisfaction or refund request immediately to the co-founders.Collaboration & Strategy InputShare weekly insights on what leads are asking, common objections, and what’s working.Suggest content or campaign ideas to improve conversions or address objections.Coordinate with marketing/design when templates or creatives are needed.ReportingDaily tracker update before EOD:Number of leads receivedNumber convertedHot/warm/cold classificationIssues/escalations if anySoft Skills ExpectedEmpathy without over-promisingA balance of professionalism and spiritual insightQuick learner of our offerings and inner processReliable, accountable, and proactiveTools & ChannelsInstagram (DMs, comments, story replies)WhatsApp BusinessNotion/Google Sheet for tracking (or CRM, if introduced)Canva (basic familiarity is a plus)Payment gateways (Razorpay, GPay, etc.)KPIs (To Be Reviewed Monthly)Response time averageConversion rate from inbound leadsClient satisfaction (based on feedback or repeat purchase)Contribution to strategy or campaign improvement
Job Title
Client Services Associate