Intake Pipeline (call, email, E2 form)

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Intake Pipeline (call, email, E2 form) by Mind Map: Intake Pipeline (call, email, E2 form)

1. Manually enter to initial contact form

1.1. Email times for Introductory Call

1.1.1. Reply w/time

1.1.1.1. GO INTO CALENDAR

1.1.1.1.1. Confirmation email

1.1.1.1.2. Day before Reminder Email

1.1.1.1.3. Day before Reminder Text

1.1.2. Don't click

1.1.2.1. Follow up email after week

1.1.2.1.1. Schedule

1.1.2.1.2. Follow up after week