Business Success Advisor

Job Overview :

The Business Success Advisor will act as the primary point of contact for Blueprint University members, offering expert advice, support, and tailored solutions for business owners at every stage of their journey. From initial inquiry to follow-up, the advisor will help clients develop their ideas, launch startups, and scale businesses by leveraging Blueprint University’s services. They will identify upselling opportunities, offer personalized consultations, and foster long-term client relationships.

Key Responsibilities :

1. Initial Call Handling

• Warm Welcome : Answer inbound calls with a friendly and professional greeting, acknowledging the caller’s membership.
• Purpose Capture : Identify whether the client is seeking advice on a business idea, startup, or scaling strategy.
• Active Listening : Understand their business challenges and take notes to identify where Blueprint services can add value.
• Probing Questions : Ask questions like, “What stage is your business in?” or “What obstacles are you facing with growth?” to gather insights.

2. Initial Guidance & Knowledge Sharing

• For Business Ideas : Provide market validation insights, competitor analysis, and pitfalls to avoid.
• For Startups : Share tips on business registration, building a minimum viable product (MVP), and early-stage funding options.
• For Scaling : Discuss operational challenges, marketing strategies, and process streamlining for growth.

3. Creating Curiosity & Need for More

• Strategic Teasers : Drop key insights to spark curiosity, encouraging the member to explore further services (e.g., workshops, consultations).
• Value Proposition : Promote how Blueprint University’s tailored services, workshops, and facilities can unlock their business potential.

4. Identifying Upselling Opportunities

• Needs Assessment : Identify areas where additional Blueprint services can fill business gaps, such as legal advice, branding workshops, or corporate credit-building.
• Service Introduction : Highlight relevant services such as business development workshops, tax planning, or facility services like coworking spaces.

5. Soft Sell Approach

• Free Consultation or Discount : Offer a free follow-up consultation or discount on their first service to build trust.
• Workshop Invitation : Invite the member to relevant workshops or webinars, upselling premium access options when applicable.

6. Close the Call with a Clear Next Step

• Follow-Up Plan : Schedule a follow-up session to dive deeper into the client’s business challenges.
• Recap Benefits : Quickly summarize how Blueprint University can support their business journey and unlock growth potential.
• Final Upsell : Suggest specific next steps, such as booking a consultation or upgrading their membership.

7. Post-Call Follow-Up

• Send Recap Email : Immediately send a follow-up email summarizing the call, offering additional information, and suggesting next steps.
• Lead Nurturing : For clients who don’t commit during the call, engage them in a nurturing workflow with additional offers, resources, and reminders.

8. Performance Tracking & Feedback

• Conversion Tracking : Monitor call conversion rates and upsell effectiveness.
• Client Feedback : After follow-up consultations or services, gather feedback to improve client satisfaction and refine advisory approaches.

Qualifications :

• Experience : 2 years of experience in business consulting, advisory, or customer relationship management.
• Skills : Excellent communication and active listening skills, with a talent for problem-solving and sales.
• Knowledge : Familiarity with business development, scaling strategies, and entrepreneurship.
• Software : Proficient in CRM tools and Microsoft Office Suite.

Salary : $35,000 - $50,000