Post-Consult Profile

How did the consult go?

Takes about a minute. Sets the appointment outcome and files the profile to Follow Up Boss.

Outcome

This writes straight to the appointment's outcome field.

Moving forwardCompleted UndecidedCompleted Moving to NurtureCompleted TerminatingCompleted Consult cancelledCancelled

Straight from the conversation — this becomes a structured note and pinned summary on the record.

Goes by

The name they go by, if it is not their legal first name.

Decision Makers

Who has a say in this move?

Spouse at the consult

Was their spouse at this consult? Only "Yes" lets the rep-docs text say "Lovely meeting you and (name)".

Motivation

What would change about their life if they pull this move off?

Program · Rep doc

Which program are they doing, and how long is the rep doc?

Timeline

When do they need to be moved — and what happens if they miss it?

RLPR · Realistic List Price Range

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Best Contact Times

Weekday mornings Weekday afternoons Evenings Weekends

Writes to Follow Up Boss — sets the appointment outcome and files the profile. Nothing is sent to the customer.