Prior to our next call, draw out on paper your "blueprint" or strategy/process for a campaign you would like to create or improve from one you've already created. Email it to me at least 2-3 days prior to our next call for me to review.
Kickstart Call - 08.01.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Finish building the web form/internal form for the Completed Client Insurance Review.
2
Finish the Calendly integration.
3
Email me when you have those items completed and I'll be happy to log in to your app to review them.
Kickstart Call - 08.07.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Connect with Luke to obtain information on what he would like to include on the web form or the internal form to capture new client information.
2
Continue building out the campaigns for following up with new clients and prospects. Email me prior to our next call if you get anything completed and I'll be happy to take a look at it for you.
