Kristen Monachello
Client Warm Leads Growth Advisor @Eos Worldwide
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WORK HISTORY
Client Warm Leads Growth Advisor @Eos Worldwide
US
As a Client/Warm Lead Growth Advisor, I am the vital first point of contact for prospectiveclients, helping them start their EOS journey by connecting them with EOS Implementers® foran introductory 90-Minute Meeting. This role is focused on identifying potential leads, nurturingrelationships, and guiding clients through their initial steps with EOS. This role directly contributes to EOS Worldwide’s mission to help entrepreneurs lead morefulfilling, successful lives by making the initial connection between potential clients and EOSImplementers across the globe. Lead Identification & Nurturing: Proactively identify and engage potential clientsinterested in EOS services. Use consultative communication to understand their needsand position the value of an EOS Implementer’s 90-Minute Meeting. Connecting with Implementers: Seamlessly coordinate with the EOS ImplementerDirectory to match leads with the right EOS Implementer based on location, industry, andspecific client needs. Ensure introductions are made, meetings are scheduled, and clientexpectations are aligned. Relationship Building: Act as a trusted advisor by providing personalized support toleads, answering questions, and guiding them through the initial stages of the EOSprocess. CRM Management: Utilize HubSpot/Salesforce to manage and track lead progress,maintain accurate records, and analyze engagement trends to improve outreacheffectiveness. Customer Satisfaction & Follow-Up: Ensure every client feels well-supportedthroughout the process. Conduct follow-up outreach to gather feedback after 90-MinuteMeetings and facilitate the next steps as appropriate. Strategic thinking: Advisors encourage problem-solving, strategic thinking andcustomer-orientation amongst the team
EDUCATION
The University of Arizona Global Campus
Bachelors of Arts, Communications
ABOUT KRISTEN MONACHELLO
Client Growth Advisor | EOS Worldwide Helping leadership teams get what they want from their business through EOS®With over a decade of experience in talent acquisition, HR, and operational support, I’ve always been passionate about helping people and businesses grow. Now, as a Client/Warm Leads Growth Advisor at EOS Worldwide, I guide business owners and leadership teams through the early stages of their EOS journey—matching them with the right Implementer and setting them up for long-term success.My background in full-cycle recruiting and people-first strategy gives me a unique lens into what makes teams thrive. I love building relationships, simplifying processes, and supporting entrepreneurs as they bring clarity, structure, and traction to their organizations using the EOS Process®.If you’re exploring EOS or just want to connect—let’s talk!
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