PLEASE UPDATE THE OUTCOME OF THE DISCOVERY CALL
Full Name
Email (must match what's in the system already)
*
Closer
Closer
Amanda
Jeff
Sebastian
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Call Outcome
*
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No Show
Canceled
Disqualified
2nd Call / Follow Up Scheduled
Proposal Made
Deposit Collected
Moving Forward - Ready for Agreement
Won: Paid In Full
Won: Payment Plan
Lost
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Call Recording Link
Lost Reason
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Timing (Still Interested)
No Time
No Money
Not A Fit
Not Interested
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Close Date
Deposit Amount
$
What is the program?
UpWill - Growth Partner
UpWill - Momentum Accelerator
DesigningStrengths - 1:1
DesigningStrengths - Group
QuantumStrengths - 1:1
QuantumStrengths - Organization
Build & Marketing Quote (Shown in Agreement)
$
CRM Monthly Fee (Shown in Agreement)
$
Cash Collected
$
Payment Plan (Shown In Agreement)
Coaching Package Price (Shown in Agreement)
$
Projected Revenue
$
Contract Duration (Shown In Agreement)
Contract Duration
4 Months
12 Months
Special
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Custom Contract Duration (optional) (Shown in Agreement)
Onboarding Instructions
Internal Notes: (NOT SENT TO CLIENT)
Conversation Recap Notes: (THESE ARE EMAILED TO CLIENT)
Send Follow Up Email?
*
Yes (send email)
No (don't send email)
Include recap notes in follow up email?
Yes (include recap notes in email)
No (send email without recap notes)
Follow Up Date
Update Call Outcome
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Tip Of The Sword, LLC
5761 W Shaw Butte Dr
