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

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

📌 Strategy Session Scheduler (México)
🏢 Rosenblum Law
📍 México