Strategy Session Scheduler

Pay: MX$25,000.00 - MX$30,000.00 per month ($8-$10/hr) eligible for performance bonuses

Job description:

About the role This role owns the “next step” after someone attends our estate planning workshop. You’ll take people who paid for a Strategy Session and get them scheduled, confirmed, prepared, and qualified so the attorney’s meeting is productive and the client experience feels tight and professional.

You’re not just booking appointments. You’re protecting the calendar, enforcing our rules, and ensuring clients arrive with the right expectations and the intake form completed on time.

Core Responsibilities

• Schedule Strategy Sessions following workshops
• Follow up with new Strategy Session hires by phone
• Book sessions exclusively through Calendly using preset availability
• Offer in-person or remote options based on client needs
• Confirm spouse attendance when applicable
• Qualify clients before finalizing scheduling (marital status, estate value, fit)
• Send and enforce completion of pre-intake questionnaires (48-hour rule)
• Confirm attendance and timing expectations before sessions
• Keep attorney calendars clean; update or remove canceled/rescheduled meetings
• Track reschedules, strikes, and refunds according to policy
• Maintain clear notes and accurate records in internal systems
• Report daily and weekly activity and escalate issues when needed

What Success Looks Like

• Sessions are scheduled quickly with minimal back-and-forth
• Clients arrive prepared and on time
• Attorney calendars remain accurate with no “ghost meetings”
• Notes, tracking, and reporting are reliable and complete

Key Metrics

• Time from workshop hire to scheduled session
• Session show rate
• Questionnaire completion rate (48 hours prior)
• Reschedule and refund rates
• Calendar accuracy

Requirements

• 1–3 years in scheduling, intake, client services, or sales support
• Comfortable on the phone and confident guiding conversations
• Highly organized and detail-oriented
• Able to enforce policies professionally
• Strong written communication skills
• Comfortable learning and following systems and workflows

Nice to Have

• Experience with Calendly, CRMs, or appointment-based pipelines
• Estate planning or law firm experience
• Spanish speaking a plus

Compensation & Details

• Job Type: Full-time, Remote
• Pay: $8-$10 USD/HR (base + commissions)
• Location: Fully Remote
• Tools Provided: All software and training included

Lugar de trabajo: Empleo remoto