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Someone wants to schedule a call - Coggle Diagram

- - - - the call
        
        if not a good fit
        
        send thank you email
        
        send referrals if they requested
        
        if a good fit
        
        sign agreement
        once the contract
        
        send another link - 90 minute initial session
        complete the payment before the appointment is confirmed
        
        send in-take paperwork - through paperbell
        complete before the initial session
        fillable pdf
        questionare
        if not working, send them the word document
        this is a pain point
        
        upload the filled documents, review it before 24 hours before the initial session
        come up with questions for the session
        if I don't get the docs, that creates another pain point
        there is no information for the call
        session expands into 115 minutes to figure out the missing info
        
        1 more item...