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Prospects Flow, Intro Scheduled Zap, Insurance/EOSPT/Self Pay, Everyone…
Prospects Flow
- Prospect Intro Video - Schedule Intro Call. Video Ask Zap will need to tag prospect tag
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*Intro To Betr Calendly Call to have just the Calendly confirmation page with download app verbiage taken out of email confirmation for continuity
- 30 Minutes after scheduling Call - Send Buy Page. Can have another follow up if does not buy
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Intro Scheduled Zap
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If user is found, then just create/update tag with intro group call scheduled
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Insurance/EOSPT/Self Pay
- Gets Added To App, sent
Associated Intro Video - Schedule Intro Call
- Schedules - If No Prospect Tag, Receives Download App SMS with sending configured stand-alone password creation page (pre-landing directly into app at onboarding)
- 15 minutes into call, receives SMS to schedule Level 1 Call
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Self Pay Purchase
If they have tag Intro Group Call Scheduled, Send Schedule Level 1 Call. Once Schedule Level 1 Call is complete, send create pw page for app
When they purchase, apply Purchase Tag
If there is no Intro Group Call Scheduled, go down normal onboarding pathway - intro SMS to schedule
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