PROCESS 1: 

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Scheduling the Discovery Meeting 

• Step 1: Within 24 hours of introductory phone call, send an email to have prospect schedule Discovery Meeting and what prospect will need to submit prior to our meeting.  

(TEMPLATE 1: Invitation for Discovery Meeting (For In Person Meeting):  

• Includes date & time of meeting, Survey link, Intro video & list of things to bring to initial meeting & address or Zoom Info. 

• Attachment 1: Covid-19 Update  

• Attachment 2: Instructions for Parking (Picture 1)  

• Attachment 3: Instructions for Parking (Picture 2) 

• Attachment 4: What to have ready for the Meeting: Discovery Documents 

• Link 1: Questionnaire to complete before meeting: Survey Monkey (1st Portion)

• Link 2: Jacks Intro Video (Need to Create) 

(TEMPLATE 2: Invitation for Discovery Meeting (for Zoom Virtual Meeting):  

• Includes date & time of meeting, Survey link, & List of things to send before initial meeting & Zoom link and instructions 

• Attachment 1: Survey Monkey Link Questions 

• Attachment 2: Discovery Documents 

• Step 1a: Schedule reminder in RT for follow-up of documents receipt and survey completion 

• Step 1b: When prospect completes survey, upload into their documents section on RT. Also save the survey in their offline client file and print out for their file in our cabinet in our office. UPDATE receipt in WORKFLOW in RT. Remove follow up reminder. 

• Step 1c: When Prospect submits ALL needed documents or have made arrangements to have documents available during Discovery Meeting, AND has completed the survey (both MUST have been completed), Schedule a reminder for 24 hours before Discovery Meeting to send the “Discovery Meeting Reminder Email”. 

(TEMPLATE 3: Discovery Meeting Reminder Email) 

(TEMPLATE 4: Script for phone call reminder of next day Discovery Meeting)

• Step 2: If they have not completed the survey monkey questionnaire 3 days before their Discovery Meeting, resend email asking them to complete the survey. 

(TEMPLATE 5: Email with survey link asking again to complete survey)  

• Step 2: 24 hours before Discovery Meeting send Reminder Email and call to remind 

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