1. Lead filled out the short form from the website. A notification is sent from Infusionsoft to Help email account.

2. Check in Infusionsoft. Search for the name of the lead and click on the Opportunities. Lead is now part of Stage 1 email sequence.

3. Lead to book an appointment and fill out the long application form.

4. Admin will receive a notification in the Help email from Acuity that a booking for the Free 30-Minute Consultation Call has been made.

5. Go to Infusionsoft and search the client’s name. A pop up task note will show that this lead booked an appointment (ex. Emelyn Alianza has booked an appointment). Double check the booked appointment of the lead if it’s in the Wealth Safe Calendar. Once checked, open the task note and click on Complete Task.

Video Training

1. Once the lead is done with Stage 1 and has yet to book a Free 30-Minute Consultation Call, it will automatically create an opportunity in Stage 2.

2. Admin will receive a task note, “Lead is done with Stage 1 Sequence,” once all Stage 1 emails were sent out to the lead.

3. Once notified, log in to Infusionsoft:

Video Training

1. In continuation from Stage 1, Admin will move the lead from Stage 1 to Stage 3.

2. Click on the Opportunities tab, Click the Sales Pipeline (under the Opportunity Name).

3. Under the Sales Stage and Steps, choose on the dropdown menu: 3-Conduct Free 30-Min Mtg. Then, Save.

4. Once the lead has attended the 30-Minute Consultation Call, the Salesperson will determine if Admin will send a proposal or if a lead is not fit for WS (Lost Lead). See Stage 4 for sending of proposal and Stage 13 for Lost Lead.

Video Training

1. This stage is where the Lead has attended the Free 30-Minute Consultation Call and received a proposal for the Advice Package. We can only move this lead to Stage 4 once the proposal was sent from Proposify. See video training on how to create proposals from Proposify.

2. Once the lead received the proposal from Proposify, Admin to tag lead in Infusionsoft and click “Apply” (depending on the Advice Package instructed by the Salesperson)

3. Admin will now move the opportunity from Stage 3 to Stage 4. Click on the Opportunities tab, Click the Sales Pipeline (under the Opportunity Name). Under the Sales Stage and Steps, choose on the dropdown menu: 4-Attend Free & Strat Sent. Then, Save.

4. Next step is for this lead to be part of the follow up email sequence. Go back to the Tags tab. Choose from below on what is the appropriate tag for the lead.

5. Admin to click on the Task tab, open the task note “Proposal was sent to lead thru Proposify”. Once done with sending the proposal, click on the Complete Task.

6. If the lead turns out to be our client and signs up for the Strategy Package Proposal, Admin will move the opportunity from Stage 4 to Stage 5. See Stage 5 for the next steps.

7. If the lead did not sign up for the Strategy Package Proposal after all the follow-up emails, the Salesperson would confirm with Admin if the lead will be moved to Stage 12 as Strategy Session Prospect only. See Stage 12 for further instructions.

Video Training

1. We can only move from Stage 4 to Stage 5 once we have received the client’s signed and paid Advice Package Proposal.

2. Once the Signed Advice Package Proposal is received at help@wealthsafe.com.au, Admin will move the opportunity to Stage 5.

3. In continuation from Stage 4, go to Opportunities, click on the Sales Pipeline (under Opportunity Name), tick the 2 checklist boxes (30-minute meeting attended & Quote sent (Strategy Assessment). Add a note on the box under the Next follow-up action (YYMMDD – Moved to Stage 5. Received Signed Strategy Proposal. Your Initials. Then, choose from the drop down menu under Sales Stage and Steps: 5 – Strat Sess Payment. Lastly, click Save.

4. Click Refresh. Remove from the follow up email sequence. Under Campaigns, click on the Remove right across the email sequence for the Strategy Package.

5. Click Refresh again. Go to the Task tab, a task note, Apply Payment Tag, will pop out.

6. Click Refresh as another task note will appear as “Process Invoice for Paid Consultation.” Once Admin receives the proof of payment (for PayPal and EFT) / successfully processed credit card payment, open the task note and click on Complete Task.

7. Another task note will pop out, Move to Stage 6. Before we move the client to Stage 6, make sure that we have created the log in details for our client in our Membership Site. We have filled out the Username and Password. See video training how to create a log in details for our membership site.

8. We have to make sure that payment has been received/processed, log in details for our membership site were created, and now, we can move the client to Stage 6. Click on the Opportunities tab, Click the Sales Pipeline (under the Opportunity Name). Under the Sales Stage and Steps, choose on the dropdown menu: 6-Info, Strat Link & Attend. Then, click Save.

9. Go to the Task tab, open the task note and click Complete Task.

Video Training

1. In this stage, the Tax Specialist will have her Initial Advice Meeting with the client. The client will book an appointment and fill out the necessary information for the meeting. Five emails will be sent out to remind the client to send their information/questions.

2. A notification will be received in the Help email account via Acuity once the client booked an appointment with our tax specialist.

3. Next step is to save the information/questions in Dropbox:

4. Note: If the client submits documents, save them under Dropbox: Wealth Safe > Clients > Name of Client > Document/s

5. Go to Infusionsoft, search for the name of the client, once client booked an appointment, he will be removed from the Stage 6 email sequence

6. Double check the Tax Specialist’s calendar for the appointment of the client.

Video Training

1. In this stage, the client attended the Follow Up Meeting, and the tax specialist answered the questions regarding the proposal.

2. Admin to move the opportunity from Stage 7 to Stage 8. Click on the Opportunities tab. Tick the 3 checklist boxes (Advice Sent, Questions received from client, & Follow Up Meeting Booked). Click the Sales Pipeline (under the Opportunity Name). Under the Sales Stage and Steps, choose on the dropdown menu: 8 – Attnd FFUp Mtg/Access Site. Then, click Save.

3. Go to the Tasks tab, open the task note (Move Client to Stage 8), and click on Complete Task.

4. Admin to confirm with the Tax Specialist during the TAP Meeting if the client is for an Upsell / Until Strategy Advice Only.

Video Training

1. In continuation from Stage 8, the client has decided to push through with our upsell service at this stage.

2. Admin received a notification in the Help email from Adobe Sign that the client signed the Generic Agreement for Upsell.

3. Admin to do the following:

4. Once Admin has successfully processed the payment, go to the Opportunities tab. Click the Sales Pipeline (under the Opportunity Name). Tick the required checklist box (Follow Up Meeting attended). Add a note on the box under the Next follow-up action (YYMMDD – Received Generic Agreement. Your Initials.) Under the Sales Stage and Steps, choose on the dropdown menu: 9 – Gen Agrmt Link Sent & Paid. Then, click Save.

5. Go to the Tasks tab, a task note will pop out, Commence work (Structures, Agreements, etc.). Open the task and click Complete Task.

6. Go to the Tags tab, Admin to apply the necessary tag for the product purchased by the client. (Check the Email Package Confirmation save in Client’s Dropbox folder)

7. Another task note will appear, Apply Payment Tag. Go to the Tags tab

8. Another task note will show, Process Invoice / CC Payment for XXX Structure (ex. Process CC Payment for Company and Trust). If payment has been received / credit card was successfully processed, click on Complete Task.

9. A new task note will appear for the next step in processing the structure set up. See video training for Structure Set Up.

Video Training

1. In this stage, the client is until Strategy Advice only.

2. Admin to move the client from Stage 8 to Stage 10 once the Tax specialist confirms that the client is Until Strategy Advice Only.

3. Go to the Opportunities tab. Click the Sales Pipeline (under the Opportunity Name). Tick the required checklist box (Follow Up Meeting attended). Add a note on the box under the Next follow-up action (YYMMDD – Moved to Stage 10 as confirmed by VW during YYMMDD TAP Meeting. Your Initials. Under the Sales Stage and Steps, choose on the dropdown menu: 10 – Strat Session Advice Only. Then, click Save.

Video Training

1. Once the structure set up is done, Admin moves the opportunity from Stage 9 to Stage 11.

2. Go to the Opportunities tab. Click the Sales Pipeline (under the Opportunity Name). Tick the required checklist boxes (Quote Sent (Generic Agreement) & Generic Agreement payment made (Online Agreement via Adobe Sign). Under the Sales Stage and Steps, choose on the dropdown menu: 11 – Post Care Mtg & Review. Then, click Save.

3. Client will receive the post-meeting email (with the link for google review and link to book an appointment).

4. As the client booked the Post Service Care Meeting, a notification will be received in the help email from Acuity.

5. Save question/s sent by the client in Dropbox.

6. Next, double check the client’s appointment in our tax specialist’s calendar.

7. Lastly, a task note will pop out, Client has booked the Post Service Care Meeting. Click on Complete Task once the client attended the Post Service Care Meeting.

Video Training

1. As continuation from Stage 4, in this stage, the lead did not push through with the Strategy Package Proposal for any reason.

2. Admin will receive a task note from Infusionsoft, Lead is done with the XXX Package Follow Up Email. Admin will confirm with the salesperson if this lead will go to Stage 12.

3. Once confirmed, open the task note and click on Complete Task.

4. Then, Click the Opportunities tab. Click the Sales Pipeline (under the Opportunity Name). Tick again the checklist boxes, (30-minute meeting attended & Quote sent (Strategy Assessment). Under the Sales Stage and Steps, choose on the dropdown menu: 12 – Strat Sess Prospects Only. Then, click Save.

Video Training

1. In continuation from Stage 3, this is the stage wherein the lead is not an ideal client/not a good fit for Wealth Safe.

2. Admin received an instruction from the salesperson that the lead is not idea/ unable to assist.

3. Go to Infusionsoft. Search for the name of the client. Click the Opportunities tab. Click the Sales Pipeline (under the Opportunity Name). Add a note on the box under the Next follow-up action (YYMMDD – Moved to Stage 13 as LOST LEAD. Reason (ex. Not fit). Your Initials. Under the Sales Stage and Steps, choose on the dropdown menu: 13 – LOST LEAD. Then, click Save.

Video Training