Business Development Representative
Last updated
Last updated
Tools
Sidebar will give you access to these tools. Click on the links to learn more about how we use these tools.
✅ Gmail
✅ Slack
✅ Hubspot
✅ Gusto
Actions taken by the BDR
✅ Gmail: Install Hubspot Chrome extension (Hubspot Guide)
✅ Gmail: Send a test email to josh@biglawinvestor.com to show that you have access
✅ Slack: Join #t-sales-realtor and #l-realtor channels
✅ Slack: Send a Hello! message in the #t-sales-realtor channel and let us know your birthday and favorite food.
✅ Slack: Join the #life-changing-products channel and let us know if you have any products that have changed your life.
✅ Hubspot: Login and send a second message to josh@biglawinvestor.com through Hubspot
✅ Gusto: Create an account using your Biglaw Investor email address (you should receive an invitation email from Gusto to enter in your personal details, like the bank account where you want to get paid).
Role: Lead Generation and Qualification
Responsibilities:
Handle inbound inquiries from potential clients promptly.
Conduct initial outreach and gather detailed client information.
Update Hubspot with client information.
Qualify leads based on predefined criteria (e.g., income level, property type interest, location preferences).
Schedule appointments or pass qualified leads to Account Executives (AEs).
Ensure a steady flow of potential clients into the sales pipeline.
Follow up with disqualified leads
Key Performance Indicators (KPIs):
Average response time
Percent of inbound leads converted to deals
Number of outbound leads generated
Percent of outbound leads coverted to deals
[Process for BDRs to generate outbound leads]