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Call Scheduling Timeline (Client Enrolls in Program (initial consultation…
Call Scheduling Timeline
Client Enrolls in Program (initial consultation call)
Group Calls Scheduled At Enrollment
Dr. Ferro's Tuesday Night Call, Tuesdays at 9pm EST
Goal: To be auto scheduled for the next upcoming Tuesday at 9pm EST
Appt Type: Tuesday Night Live Q & A Call In Show
Betr Health Level 1 Orientation Call, Tuesdays at 11am EST
Goal: To be auto scheduled for the next upcoming Tuesday at 11am EST
Appt Type: Betr Health Level 1 Orientation Call
Individual Coaching Calls Scheduled
Discovery Call (THIS IS THE CLIENT'S FIRST COACHING CALL THAT STARTS LEVEL 1, MONTH 1 OF THE PROGRAM WITH THE COACH AND IS CUSTOM SCHEDULED WITH THE CLIENT. THIS CALL IS MANUALLY SET UP BY THE COACH - WILL NOT BE AUTO SCHEDULED) All group calls scheduled at Enrollment take place BEFORE the Discovery Call
Discovery Call Takes Place Later In the Same Week After both Group Calls
Discovery Call Completed (First Coaching Call/ Level 1 Coaching Call)
Group Calls Scheduled On Discovery Call
Level 2 Transition Call, Tuesdays at 12pm EST
Goal: To be auto scheduled on the Tuesday at 12pm EST 1 week BEFORE the scheduled Energize Call takes place
Appt Type: Level 2 Transition Call
Individual Coaching Calls Scheduled
Energize Call (THIS IS THE CLIENT'S SECOND COACHING CALL THAT STARTS LEVEL 2, MONTH 2 OF THE PROGRAM WITH THE COACH AND IS CUSTOM SCHEDULED WITH THE CLIENT. IT IS SCHEDULED 4 WEEKS AHEAD OF WHEN THE DISCOVERY CALL HAS TAKEN PLACE. THIS CALL IS MANUALLY SET UP BY THE COACH - WILL NOT BE AUTO SCHEDULED) The Level 2 Transition Call is a preparation call for Level 2 that takes place BEFORE the Energize Call.
Energize Call Takes Place 4 weeks after Discovery Call/Level 1 Call
Energize Call Completed (Level 2 Coaching Call)
Group Calls Scheduled On Energize Call
Level 3 Transition Call, Tuesdays at 12:30pm EST
Goal: To be auto scheduled on the Tuesday at 12:30pm EST 1 week BEFORE the scheduled Vitalize Call takes place
Appt Type: Level 3 Transition Call
Individual Coaching Calls Scheduled
Vitalize Call (THIS IS THE CLIENT'S LEVEL 3 COACHING CALL BEFORE THE 60 DAY JUMP START PROGRAM ENDS THAT PREPS THEM INTO MAINTENANCE. IT IS SCHEDULED 4 WEEKS AHEAD OF WHEN THE ENERGIZE (Level 2) CALL TAKES PLACE. THIS CALL IS MANUALLY SET UP BY THE COACH - WILL NOT BE AUTO SCHEDULED). The Level 3 Transition Call is a preparation call for Level 3/maintenance part of the program that takes place BEFORE the Vitalize Call.
Vitalize Call Takes Place 4 weeks after Energize/Level 2 Call
Coaching Call Tags
Prep Call Level 1/Discovery Call (Regular + Round Robin)
Discovery: L1 C1 - Pre Planning (30 minutes) - Scheduled / Discovery: L1 C1 - Pre Planning (RR) (30 minutes)
Prep Call Level 2/Energize Call
Energize: L2 C5 - Prep Level II (15 minutes)
Prep Call Level 3/Vitalize Call
Vitalize: L2 C7 Plan Call - Prep For Week 3 Level II (15 minutes)
Discovery Call Completed (Discovery Call form submitted)
Discovery Call Completed
Energize Call Completed (Energize Call form submitted)
Energize Call Completed
Group Call Scheduled Tags
Dr. Ferro's Tues Night Call
Tues Night Call with Dr. Ferro Scheduled
Betr Health Level 1 Orientation Call
JumpStart Group Call Scheduled
Level 2 Transition Call
Level 2 Transition Call Scheduled
Level 3 Transition Call
Level 3 Transition Call Scheduled
Enrollment Tags ("Customer" lead status selected on call form on Initial Consultation)
Insurance
Solera Health Enrolled
Wellvolution Enrolled
Self Pay
New Betr Enrolled After Consult
EOS Enrolled After Consult
Online Purchase: On-boarding consult scheduled after purchase
New Betr Enrolled