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Free Assessment
Internal – Walk-ins and Phone Calls
Moshe Gotfryd
2019-03-19T11:50:45-04:00
First Name
Last Name
Email
*
Phone
Client
Son, Daughter or Self?
Son
Daughter
Self
Other
Age 6-13
Person Notes
Location
Distance
Close, Meh or Far?
Close
Meh
Far
Lead Temperature
Hot, Warm or Cold?
Hot
Warm
Cold
Resorces
Seems Sufficient
Phone Number as displayed in caller ID
How did you hear about us?
Referral Name / Other Source
7 Email Drip
Detailed Conversation Held by Sarah
Set Contact and Opportunity Owner
Arnie Gotfryd
Sholom Ross
Nathan Pillai
Sarah Vicuna
Now What?
Book a Consult
Create Opportunity (Working Stage)
Invite to Book a Consult
Just add as a contact to IS
Next Action Date
MM slash DD slash YYYY
Next Action
Consult Date
MM slash DD slash YYYY
Consult Time
:
Hours
Minutes
AM
PM
AM/PM
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