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Onboarding Communications, Intro Call Scheduled, Onboarding IAM…
Onboarding Communications
EM Verification, Doc Email - immediate
Takes up to 5 min: Sets up onboarding quiz linked to contact
Lipsa text - immediate
5-6 minutes after Lipsa text - text to take onboarding quiz
text and EM 30 minutes later - start onboarding quiz
30 Days of follow ups to start onboarding
24 hours later - log in to app (if have not done yet)
4 days later - log in to app (if have not done yet)
Wellvolution Diabetes Mgmt
A1c Email - Immediate
2 days later (mon, wed, thur, fri) Intro Text
6 Days later: text 1
7 Days Later: Doc EM submit A1c
7 Days Later: Text 2
7 Days Later: Text 3
Started Quiz
waits 30 min (12pm-7pm) - Text
1 day later EM
1 Day later EM
15 Days Follow Ups -Finish onboarding
15 Days follow ups - Schedule Intro call
Finished Quiz
15 Days Follow Ups - Schedule Consult
15 Days Follow Ups - Schedule Consult / Benefit Expiring (separate sequence)
Scheduled Consult
7 hours before Doc EM
6 Hours Before EM Confirm Consult
3 Hours Before Text confirm your appointment
Completed Consult
Enrolled
Client Contract Email
Missed
5 Days of Texts to reschedule
Download app text - 20 min later
Tuesday Night Call Auto Sched
Confirmation EM 20 min later
EM / Text reminder 1 hour before / text reminder 3 min before
Self Registers
Waits 5 minutes = confirmation email
EM 1 hour before / Text 5 min before
Amy VM - Welcome, free fitbit and scale - immediate, between 11-9
TNC confirmation EM: 20 minutes after finishing onboarding quiz
Intro Call Scheduled
Acuity Initial Confirm
Prep Forms 1 Day Before Call
Doc Email 30 Min After Scheduling
Confirm EM 6 Hours Before
Confirm Text 3 hours before (East coast) 1 Hour Before (West coast)
Onboarding IAM Communications
Intro IAM - Take onboarding Quiz - Immediate
Finished Onboarding Quiz - Results in Chat
Wellvolution Diabetes
Waits 20 Minutes - IAM: A1c form, instructions
Enrolled
Share well/dpp registration link with family/co-workers - immediate
4 days before discovery call - use the food tracker
Fixed/Revised
Download App Text - Waits 24 hours after scheduled consult and M,T,W,Th,F,S 11am-9pm