Bea manages EOS client acquisition - qualifying leads, handling outreach, and ensuring a smooth, supportive path to onboarding.
As a Buys and Marketing Associate at Satori, Bea manages the client acquisition process from start to finish. Bea qualifies leads, coordinates and schedules 90-minute discovery meetings, and ensures timely follow-ups and reminders. Bea keeps our CRM and client list accurate and up to date, and makes sure new clients complete their intake forms for a smooth onboarding experience. Bea also manages relationships with our third-party marketing partners, supports our online presence, and helps organize lead generation events. Her role ensures potential clients feel supported, informed, and guided as they explore a relationship with Satori.