Consult Call Completed?

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Evolve to Grow Consult Call Completed?

This is NOT a client facing form. They won't see this. This form is ONLY for Tristan to fill out.

First Name

Last Name

Email

Company Name

Website

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Please choose the appropriate selection.

Selecting "Completed" will reveal the Next Steps dropdown field

Selecting "Call was Canceled" will trigger to send Email 2 of the Missed Call Sequence.
e.g. Something came up and the Client had to cancel the call

Selecting "No Show" will trigger the automation "Missed Call Sequence | BC Discovery"

Notes

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BEC 2024

Proposal Name (BEC)

Quote Expiration Date

Price

Tax%

101 Coaching Proposal

Proposal Name (101)

Quote Expiration Date

Price

Tax%

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