(ID:0.100.2)0.100.2. Strategy Call
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🚀 Start Here
👉 Trigger: When tag CST - Initial Strategy Call Scheduled is added to the Strategy Call Stage
🥅 Goal: For the new client to show up prepared to the Strategy Call.
🤺 Next Action: Move the deal into the Bank Selection Call **or HSF Follow Up (Sometimes) Stage upon completion of this call.
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The deal will be moved to this stage when the Strategy Call is booked by either the enrollment specialist on the phone, or by a booking link in the welcome email if the call couldn’t be booked right then.
This is the stage where the CS Team will begin working with the client.
When you have completed the Strategy Call, you will manually move the deal into the next stage. You can do this by clicking and dragging the deal from the Strategy Call to the Bank Selection Call or HSF Follow Up (Sometimes) stage, or by clicking the Stage dropdown at the top of the deal detail page.
3 - Strategy Called Automation (ID:27)
Trigger: When tag CST - Initial Strategy Call Scheduled is added
(TID:100015): Thanks for scheduling %FIRSTNAME%, here's how to prepare for our Strategy Call…(TID:100016): %FIRSTNAME%, here's the best way to get started…(TID:100017): %FIRSTNAME%, are you ready for our strategy call?(TID:100018):%FIRSTNAME%, want to talk to Sam Kwak directly?