Process Leads
March 29, 2025
From Telemarketing
- Appointment Set
- Add to Telemarketing Sheet – Zapier sends a notification to vc
- Add to Calendly
- Submit to ST – https://forms.fillout.com/t/b8Sh7h5YoKus
- In ST
- Add Source
- Assign caller
- Change stage
- Set Follow-up date
From Email
- Google Sheets – check ST –
- Found in ST – delete email
- Not found in ST – investigate – why isn’t it in ST
- Mailer Lite “You Have a New Subscriber
- View Contact
- Copy notes to ST
- Delete email
- Calendly “New Event”
- Add to my calendar (drag & drop)
- Check date & time (correct if necessary)
- Add 15 min reminder
- Tag as important
- Leave the email
- Post-Judgment Inquiries
- Add to GTD Smartsheet
- Forward email to Phil
- File > sales > post-judgment
