Client Discovery Intake
Log the prospect's evaluation details accurately below.
INTAKE
PROTOCOL.
PROTOCOL.
Live Evaluation
Prospect Evaluation.
Use this protocol to accurately assess and qualify prospects. Ensure all data is captured thoroughly to determine mutual fit, pinpoint bottlenecks, and streamline the onboarding process.
1. Assess Current State
Document their current revenue, existing marketing efforts, and primary operational bottlenecks.
2. Identify The Gap
Pinpoint exactly what is holding them back from scaling and how our systems bridge that gap.
3. Qualify The Fit
Ensure the prospect has the necessary capital, mindset, and commitment to succeed with us.
4. Submit & Route
Log the data to automatically trigger backend workflows for either immediate onboarding or nurture.