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

Have at least 1 year of inside sales, phone-based appointment setting, admissions, patient coordination, client success, healthcare sales, or B2C sales experience
Have a healthcare workforce background
Are comfortable calling, texting, emailing, and following up with prospective clients or patients
Can build trust quickly over the phone
Are confident speaking with people about sensitive health concerns
Can talk about price, value, and premium care without sounding apologetic or pushy
Are organized enough to manage multiple leads, systems, notes, and follow-up tasks
Are comfortable using tools like Google Suite, Google Sheets, CRMs, EMRs, VoIP Phone System, and other lead tracking systems.
Like having clear goals and knowing what success looks like
Are coachable, adaptable, and excited to grow with a company that is building for the future

Sales Desk Representative

Key skills