1. New Lead Wizard

1. 2. Introduction email

1.1. access to the online dashboard

1.2. fscg attached

1.3. video surrounding our process

1.4. investment philosophy

2. Book in appointment

2.1. change category to lead so benchmarks go in

3. 3. Meeting

3.1. print reverse fact find

3.2. complete fact find

3.3. use file note template

4. 4. Proposal

4.1. fact find complete

4.2. use proposal wizard and send proposal