Strategy Session Workflow

Quick Chat Workflow

  1. Prepare the QC Script 
    1. Make a copy and name it with DATE NAME
  2. Check out profile & website
    1. Add any important details to the Script
  3. Right before the call, start Loom recording
  4. Join Zoom meeting
  5. Do the call
  6. Stop Loom recording
  7. Save Loom as DATE NAME, and move to SS folder.
  8. Create Calendly event for Strategy Session
  9. Send This Email to prospect
  10. Record call details in SS Tracking Sheet
  11. Save all documents and close all windows.

Strategy Session Workflow

  1. Find the prospect's SS Doc in the Strategy Sessions folder.
  2. Open up the SS Script and copy/paste the script into the prospect's SS doc.
  3. Read through Stage 2 of the Script document and plan how you will tailor this call to the prospect. Actually fill in the variables as you go.
  4. Open the Thesis & Action Plan and position it in the small lower screen.
  5. Right before the call, start Loom recording
  6. Join Zoom meeting
  7. Do the call
  8. Stop Loom recording
  9. Save Loom as DATE NAME, and move to SS folder.
  10. Record call details in SS Tracking Sheet
  11. Didn't close? Send this follow-up email.