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M1 Automations (DPP Call Script (HAS Downloaded App Checkbox (Tags M1…

- - - - Waits 30 Min, sends congrats on achieving M1 justcall text, Lists Milestone 2's. Sends Email with the same
      - (Immediate): Sends In-App Message: Congrats on M1 achievement, Lists Milestone 2's.
  - - - Sends download Text FYF (clickable app links) (immediate)
        
        App Clicks Tags with M1
      - Sends Download App Email (immediate)
        
        EM Click Tags with M1
      - No Clicks To App
        
        Waits 2 Days
        
        Sends Alert Notification To Coach That Client Has Not Downloaded The App
- - - - Consultation Form Submit
        
        Discovery Call Date
        
        Client Type (solera, solera revolution, self pay) - checkbox
        
        Schedule Group Call (L1 Orientation) Dr Ferro, and Discovery Call
- - - - Discovery Call
        
        Start Date
        
        Start Weight
        
        Shopping Date
        
        Food Prep Date
    - - Email to Client 24 hrs before Discovery: Prep Form Before Call
        
        idea - survey gizmo: drag and drop recipes into meal plan
        
        TO BE REPLACED BY QUIZZES INSIDE APP
      - Email to Coach 30 min before Discovery
- - - - Check In-app for completion of meal prep and shopping
        
        How To Automate? Another Survey In App (survey gizmo) set as task: informs coach of completion in app
    - - possibly over the weekend to client: email or in app message from coach: let me know that you are ready (stemmed off of shopping date/food prep date)
      - Client Survey Final Check - Prep Weekend: 1) Is your food all set 2) Do you feel ready to start? (logic: if No, would you like to postpone until next weekend). No to fire off a message to the coach: client is not 100% ready to start
- - - - Waits 30 min, sends congrats on achieving M2 justcall text, lists Milesone 3's. Sends Email with the same
      - Waits 7 days after Level One Start Date, Tags "M2 In-App Message 1: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
      - Waits 14 days after Level One Start Date, Tags "M2 In-App Message 2: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
      - Waits 21 days after Level One Start Date, Tags "M2 In-App Message 3: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
      - In-App Message Sent Congrats and lists M3's to achieve (immediate)
  - - - Milestone 2 Tasks to complete justcall Text and Email (immediate)
      - In-App Message Sent and lists M2's to complete (immediate)
      - Waits 4 days
        
        Sends Email to Coach - Did Client Achieve M2?
        
        Yes
        
        Button Click Tags M2
        
        Not Yet
        
        Tags "Coach Clicked Not Yet - Client Did Not Reach M2"
        
        Sends In-App Message: Friendly Reminder Noticed you still have meaningful engagements to hit, reach out ASAP for assistance
        
        JustCall Text: Friendly Reminder hit your M2's, contact me for help
        
        Client is MIA
        
        Goes to Solera MIA update form
      - Waits 7 days after Level One Start Date, Tags "M2 In-App Message 1: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
      - Waits 14 days after Level One Start Date, Tags "M2 In-App Message 2: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
      - Waits 21 days after Level One Start Date, Tags "M2 In-App Message 3: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
      - Level One Start Date INstead of Discovery
- - - - Waits 30 min, sends congrats on achieving M2 justcall text, lists Milestone 4's. Sends Email with the same
      - In-App Message Send Congrats and lists M3's to achieve (immediate)
      - Waits 7 days after Energize Call Date, Tags "M3 In-App Message 1: Complete M4 Tasks", sends In-APp Message (immediate) reminder each week to complete M4 engagements
      - Waits 14 days after Energize Call Date, Tags "M3 In-App Message 2: Complete M4 tasks", sends In-App Message (immediate) reminder each week to complete M4 engagements
      - Waits 21 days after Energize Call Date, Tags "M2 In-App Message 3: Complete M4 Tasks", sends In-App Message (immediate) reminder each week to complete M4 engagements
  - - - Milestone 3 tasks to complete justcall Text and Email (immediate)
      - In-App Message Sent and lists M3's to complete (immediate)
      - Waits 4 Days
        
        Sends Email to Coach - Did client achieve M3?
        
        Yes
        
        Button Click Tags M3
        
        Not Yet
        
        Tags "Coach Clicked Not Yet - Client Did Not Reach M3"
        
        Sends In-App Message (immediate)
        
        JustCall Text: Friendly Reminder hit your M3's, contact me for help
        
        Client is MIA
        
        Goes to Solera MIA update form
      - Waits 7 days after Energize Call Date, Tags "M2 In-App Message 1: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
      - Waits 14 days after Energize Call Date, Tags "M3 In-App Message 3: Complete M4 tasks", sends In-App Message (immediate) reminder each week to complete M4 engagements
      - Waits 21 days after Energize Call Date, Tags "M2 In-App Message 3: Complete M3 Tasks", sends In-App Message (immediate) reminder each week to complete M3 engagements
- - - - Waits 30 min, sends congrats on achieving M2 justcall text, lists Milestone 4's. Sends Email with the same
      - In-App Message Sent Congrats and lists reminder to keep logging food and weight
      - Waits 7 days after Vitalize Call Date, Tags "M4 In-App Message 1: Complete M4 Tasks, sends, In-APp Message (immediate) reminder to log food and weight
      - Waits 14 days after Vitalize Call Date, Tags "M4 In-App Message 2: Complete M4 Tasks, sends In-App Message (immediate) - just checking in with you to see how you're doing. Continue to log that food and weight and let me know if you need anything
  - - - Milestone 4 to complete justcall text and email (immediate)
      - M4 In-App Message Complete M4 (immediate)
      - Waits 4 Days
        
        Sends Email to Coach - Did client achieve M4?
        
        Yes
        
        Button Click Tags M4
        
        Not Yet
        
        Tags "Coach Clicked Not Yet - Client Did Not Reach M4"
        
        Sends In-App Message (immediate)
        
        Just Call Text: Hi Greg! Keep up the great work, Milestone 4 is right in our reach! Continue on with your progress and we'll be at 5% weight loss in no time. Let me know what you need :) - ~Contact._Coach~
        
        Client MIA
        
        Goes to Solera MIA Update Form
      - Waits 7 Days After Vitalize Call Date, Tags "M4 Did Not Hit M4 Message 1", sends In-App Message
      - Waits 14 Days after Vitalize Call Date, Tags "M4 Did Not Hit M4 Message 2", sends In-App Message