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EGF Onboarding, Day 1 %, Text for context - then Title - Estimated time…
EGF Onboarding
Booked Interview on Calendly
Connect to GHL Calendar
What time block schedule?
Auto Text goes
out:
Confirm / Not Confirm 30min Prior?
YES: Confirm Text w name and cell of the Broker
SEND INTERVIEW SCRIPT TO BROKER 15MIN PRIOIR: (
https://docs.google.com/document/d/1WnloEDrilazGe3QAEnMtHUHl1P6Oy4LrRTtP9S_LS68/edit?usp=sharing
)
DID THE INTERVIEWEE SHOW (WHAT %)
SEND THE BROKER A VIDEO TO WATCH POST TO INTERVIEW THAT IS A PHONE SCREEN RECORDING OF HOW TO DISPO THE LEAD AND INCLUDE AN AFFILIATE LINK TO THE BROKER FOR THOSE THAT WANTED LEADS
5 more items...
DID THE BROKER CALL THEM? BROKER SUB ACCOUNTS - USING A BOUGHT NUMBER TO TRACK IF THEY CALLED THEM?
NEED TO ASSIGN
NO: Priority Text
Text Goes to Broker doing interview (NEED COPY)
Round Robin?
Day 1 %
Day 2
Day 3
DIALING ALL DAY W/ LIVE FEEDBACK
2ND HALF - WATCH THEIR UPLINE DIAL
FNB WITH SHARED SCREEN
ROLEPLAY OBJECTIONS
DAY 4
Email signature
Business Card
Roleplay Objections
Dial
Day 5
Dial
Feedback
Dial
APPLICATION PRACTICE AND RUN THROUGH
OBJECTION HANDLING
UNDERWRITING
DIALING!!!
TOOLKITS
CONTRACTING HELP
DIALER REQUEST
INTRO TRAINING
CALL RECORDING'S
HOMEWORK IS MEMORZIED SCRIPT BY DAY 3
THE ONE INTRO RECORDED
Text for context - then Title - Estimated time for completion
1st Step: Welcome to EverGuard
2nd Step: What is Your Why?
3rd Step: How will EverGuard help me get there?
4th Step: Do You have the Right Mentality to get there?
5th Step: Are you working towards what you're wishing for?
LAST STEP - ACTUALLY CALCULATE THE COST TO ACHIEVE YOUR WHY - (CHAT GPT PROMPT)
The optimism curve / bridge analogy
SURELC - REQUEST CARRIERS AND FILLING OUT CONTRACT SURVEY
GET ACCESS TO SCRIPT
1 more item...
CHECK POINT:
RED: Potential feature
PURPLE: Trigger
GREEN: AUTOMATION
PINK: A/B SPLIT
KPI TO TRACK
BLUE: TODO
ORANGE: NEED TO TALK ABOUT