(ID:0.51)

<aside> 🚀 Start Here 👉 Trigger: A Deal is created in this stage when a lead books a Discovery Call (AKA Debt-Free Review Planning Session or Qualification Call).

🥅  Goal: To book a Continued Conversation

**🤺 Action: Complete the task with the appropriate outcome to move to the next steps.

</aside>

Task (Call) Outcomes

Click on Arrow to see info on the outcome.

Qualified

Not Qualified

No Show

Need Follow Up

Cancelled By Lead

Cancelled By Deal Owner

Rescheduled

Learn About Deal Custom Fields for Triggering Automations Here: Deal Field Triggers (Previously Triggered by Keap Notes)

Technical Notes

Triggered Automations

When a deal is added to this stage, it triggers: Scheduled A Call (MASTER) (ID:80) Automation

• Send Transactional Email - Discovery Call Reminder 1 (TID:100049): Debt-Free Review Planning Session details are inside!
• Enter the automation: Discovery Call Reminders (ID:38)