Lead Application submissions

a. WS Admin to save the information in Dropbox as preparation for the Free 30-Minute Consultation Call for the Sales Consultant

b. Copy and paste information from email application form into a Word document

c. Ensure the font is changed to Arial and size 10

d. Add title “Application Form”

e. Highlight all questions in bold font

f. Fix formatting if required

g. Create new folder for client in Dropbox > Clients > New Folder to be renamed with LAST NAME, FIRST NAME

h. Create new subfolder in client’s folder called Meeting Notes

i. Save Word document to Clients Meeting Notes Dropbox folder Filename: YYMMDD Application Form with Info for 30-Min Meeting – Name of Lead

a. Find appointment in Wealth Safe calendar

b. Click on appointment and edit

c. Change appointment color to Green

d. Add in the 4 guide questions required to be answered by the Sales Consultant:

e. Save

a. Log in to Infusionsoft

b. Search for the name of the lead

c. Click on Opportunities

d. Click on Sales Pipeline under the Opportunity Name

e. Under Sales Stage and Steps, click on 3-Conduct Free 30-Min Meeting

f. Save

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