💫 INTERNAL FORMS

💫 CALL NOTES

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CONNECTION INFORMATION:

GENERAL CALL NOTES:

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PIPELINE / NEXT ACTION STEPS

VRT: ICF > #1 Chat Stats

VRT: ICF > #2 Last Minute

CTC: Super HOT Lead 🔥

LinkedIn > I Accepted

LinkedIn > They Accepted

CWL > To Invite

CWL > Invited

Client > Virtual YES!

PP > Potential

CTC > Invited to CTA

CTC > Not Right Now

AO: Past Podcast

AO: Personal Connect

AO: EWN

AO: NAWBO

AO: CDM

AO: Reintro