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Advanced Planning:
Long Term Planning
Process 1
Potential Clients
Step 1: Prep "Don't go Broke in a Retirement Home" - gift to potentials at events
Step 2: Add them to the Snappy + Constant Contact appropriate tags
Step 3: Curate a special email/snappy campaign to reach them
Clients:
Step 1: Touch base and update their plan with time. Check in every ________
Resources
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