B2C Lead Qualifier

As a Lead Intake Manager at Kin Facto, your core responsibilities include:

• Outbound calls/texts/emails from inbound leads that have filled out a new client form

• Qualify leads based on legal criteria provided for each case type (Personal Injury, Motor Vehicle Accidents, Immigration, DUI, Traffic)

• Ask empathetic, structured questions to gather essential case information

• Log accurate lead data and call notes in the CRM (go high level)

• Conduct basic conflict checks and escalate red flags

• Book qualified appointments and flag unqualified leads for rejection

Process Support

• Follow scripts, SOPs, and intake forms with precision

• Use CRM tools to log every touchpoint with a lead

• Ensure handoffs to attorneys or client intake teams are smooth and well-documented

You are the first impression and tip of the spear for Kin Facto. Success in this role is measured by your ability to qualify leads and push them to convert into clients for our attorneys.

Leadership & Initiative

• Own your role – act as if this is your business. Look for opportunities to improve scripts, targeting, and follow-up strategies.

• Problem-solve before escalating – bring solutions, not just problems.

• Lead by example – be the standard for call quality, professionalism, and persistence.

• Collaborate – share winning scripts, objection handling tips, and success stories with the team.

• Continuous improvement – suggest at least 1 process or messaging improvement per month.

Communication & Professionalism

• Maintain U.S.-business-level professionalism in tone, language, and responsiveness.

• Be on time for every shift and meeting, reliability builds trust.

• Communicate proactively if anything impacts your ability to work.

• Mindset

• Think beyond just your daily tasks, how can we make the entire operation better?Approach every call as a potential long-term relationship, not just a lead.

• Treat client prospects as if they’re already our clients, with respect and urgency.