Presales Executive

Job SummaryThe Pre-Sales Executive is responsible for qualifying incoming leads, understanding customer requirements, assessing project feasibility, and scheduling appointments for the design/sales team. The role serves as the first point of contact for potential clients and helps improve conversion rates by ensuring only qualified prospects move to the sales stage.

• Key ResponsibilitiesLead ManagementContact leads received through Meta Ads, Google Ads, website inquiries, referrals, and walk-ins.
• Respond to inquiries via phone, WhatsApp, email, and social media.
• Maintain lead data in CRM software.
• Lead QualificationUnderstand customer requirements, including:
• Property type (Apartment, Villa, Office, Retail, etc.)
• Project stage (Under construction, Ready-to-move, Renovation)
• Location
• Budget range
• Timeline for execution
• Decision-making authority
• Assess lead quality based on predefined qualification criteria.
• Appointment SettingSchedule design consultation meetings with the sales/design team.
• Coordinate site visits and showroom visits.
• Ensure customers are informed about meeting details.
• Follow-Up ActivitiesConduct regular follow-ups with prospects.
• Nurture leads that are not immediately ready to proceed.
• Re-engage dormant leads through calls and WhatsApp campaigns.
• CRM & ReportingUpdate lead status and customer interactions in CRM.
• Generate daily, weekly, and monthly lead reports.
• Track conversion rates and appointment attendance.

Lead Qualification ChecklistA lead should ideally meet the following criteria:

• Property ownership confirmed
• Interior work requirement identified
• Budget available
• Project timeline defined
• Decision-maker involved
• Interested in design consultation
• Required SkillsExcellent communication skills in English and local language.
• Strong telecalling and customer handling skills.
• Basic knowledge of residential and commercial interiors.
• CRM software knowledge.
• Good negotiation and interpersonal skills.
• Key Performance Indicators (KPIs)Number of leads contacted per day
• Lead qualification rate
• Appointments scheduled
• Site visits arranged
• Conversion from qualified lead to sales meeting
• Revenue generated from qualified leads
• Preferred Experience1–3 years in Pre-Sales, Telecalling, Inside Sales, or Customer Relationship Management.
• Experience in Interior Design, Real Estate, Architecture, Home Improvement, or Construction industry preferred.

1. Sample Qualification QuestionsIs the property owned by you?
2. What type of property is it?
3. What is the carpet/super built-up area?
4. When do you plan to start the interior work?
5. What is your approximate budget?
6. Have you spoken to any other interior designers?
7. Who will be the final decision-maker?
8. Would you like to schedule a free design consultation?