Client Services Associate

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 Responsibilities

Lead 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 & Tagging

Classify 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 Strategy

Share 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 Onboarding

For every successful conversion, guide the client clearly through :

Payment confirmation

Product / course access instructions

Follow-up timelines (e.g., when to expect delivery or session booking)

Confirm all onboarding steps are understood by the client.

Client Relationship Management

Check 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 Input

Share 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.

Reporting

Daily tracker update before EOD :

Number of leads received

Number converted

Hot / warm / cold classification

Issues / escalations if any

Soft Skills Expected

Empathy without over-promising

A balance of professionalism and spiritual insight

Quick learner of our offerings and inner process

Reliable, accountable, and proactive

Tools & Channels

Instagram (DMs, comments, story replies)

WhatsApp Business

Notion / 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 average

Conversion rate from inbound leads

Client satisfaction (based on feedback or repeat purchase)

Contribution to strategy or campaign improvement