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Communications: Up To Day 1 IAM's, Communications: Up To Day 1: EM +…
Communications: Up To Day 1 IAM's
Onboarding
Old HLQ [Answers](
https://zapier.com/app/editor/72106500?redirect=true
): Immediate once complete
New HLQ Answers (no zap history)
: Immediate once complete
Scheduled Consult/Auto SchduleTNC
: 5 Min After Scheduling
3.
Intro Call Form: Send FB Invite IAM
Missed Consult IAM
Pre-Intro Call Survey Answers IAM
Coach Intro Call: Finished Has Not Scheduled IAM
Wellvolution Diabetes
A1c last 90 days (A1c quiz answer tag)
: 20 Minutes After Tag Applied
No A1c In Last 90 Days (A1c Quiz Answer Tag)
: 20 Min After Tag Applied
Send A1c Video Task
(immediate)
Initial Survey Form #1 Submitted Confirmation IAM
Scales
IAM 1:
2 days after send nokia scale tag applied
Task 1:
6 Days After No Health Mate Account Created
IAM 1:
2 Days After Health Mate Account Created: Sync Scale
IAM 2:
6 Days After Health Mate Account Created: Sync Scale (If No Weight Logged)
IAM: Re-Authorize
Listen To L1 Orientation Call IAM (once Task is Added To Creating A betr Plan)
Post Enrollment Comms Suggestions
Valuable Tips: Where resources are located, tasks in app are saved in media library for future retrieval
Enrolled
4 Days Before Discovery Call Date
DPP: Waits 3 Days: Invite Friends/Fam
Wellvolution: Waits 3 Days: Inivite Friends/Fam
Discovery Call Not Scheduled: Waits 3 Hours Sends IAM
IBC:
New Level One Start Date On Discovery: Send IAM re: Delay
Well and DPP:
New Level One Start Date on Discovery: Send IAM re: Delay
Hypertensives + Food Enrolled: Send IAM To Record BP
(waits 10 min after enrollment)
Food Enrolled IAM
Discovery Prep Submission Answers IAM
Landing Pages
Go-Time IAM
(Sunday Before L1 Start Date)
Plan Page IAM
(used InstaChat and Read Ultimate Guide on the Intro Page)
Prep Weekend IAM
(Selected Start Date, Clicked Meal Delivery or Cook At Home on Plan Page)
Week 1 Page
(On Day 1)
Communications: Up To Day 1: EM + Texts
Onboarding
Doc Email
(15 minutes after entry)
EM Verification
(immediate, then 2 days later)
FB Invite EM
: (2 Days After Logging Into App Has Scheduled. Log Into App Has Not Scheduled, Once Scheduled - 2 Days Later FB Invite EM)
TNC / Intro Call Confirmation EM
(Waits 5 Min After Scheduling) 2. Rescheduled EM Confirmation Is Sent At A Reschedule 3. EM Confirmation: 6 Hours Before 4. Text Confirmation 1 Hour Before
Intro Call Scheduled Doc Intro EM:
7 Hours Before Date/Time /
1 EM
: 18 Hours Later (Best advice about to start)
Download App Text
: Immediate After Consult Scheduled /
3 Hours After Finish Quiz and No Schedule
HLQ Texts
: 5 Min Text 1, 1 Day, 2 Day, 2 Day: 4 Texts / After Start HLQ: 30 Min Text 1, 1 Day, 2 Days = 2 Texts
Missed Call Texts
: Text 1 Immediate, 1 Day, 2 Day: 3 Texts
Cancelled Call Texts
:Waits 5 Min Text 1, 1 Day, 4 Day: 3 Texts
Self Pay Lead Nurture
EM F/U
: 1 Day, 2 Day, 2 Day, 2 Day = 4 EM's
Main Quiz
: 1 Text
Text F/U
: 1 Day, 2 Day, 2 Day, 2 Day = 4 Texts
TNC Reminders Texts
: 1 Hour Before, 5 Min Before, Share with Friends and Family 3 Hours Before
Wellvolution Diabetes: A1c Reporting
A1c Last 90 Tag Applied
: Waits 5 Min EM 1, 7 Days Text 1, 7 Days EM 2: Doc, 7 Days Text 2, 7 Days Text 3
No A1c Last 90 Tag Applied
: Waits 5 Min EM 1, 2 Days Text 1, 6 Days Text 2, 7 Days EM 2: Doc, 7 Days Text 2, 7 Days Text 3
Enrolled
FB Text: Invite Fam and Friends
(1 Day After Discovery Completed)
Discovery Call Completed:
EM Series Meal Delivery
(48 Hours, 8 Days, 8 Days: 3 EM
EM
: Coach/Client Contract (Immediate)
Discovery/Plan Call
: Prep Email To Client: 12 Hours Before
DPP: 1 EM
: Share with colleagues - 1 Day After Enrollment
