Who Scheduled The Meeting?
First Name
Last Name
Phone
Email
*
Meeting Outcome:
Discovery Call Outcome
*
Call Held: Sold Services | Membership
Call Held: Needs Proposal
Call Held: Not A Good Fit
No Show: Needs to Reschedule
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Client Name (Complete if the client is DIFFERENT than who scheduled)
IRB GROW Membership
Get Started
Get Started Plus
Results
Results Plus
Opportunity
Wealth
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Is this a new client or an existing client who is getting additional services?
NEW
EXISTING
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