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1. Strategy Call 2. Enrollment Call 3. Dance with Concerns 4. Check In Call

CHECK IN (after Enrollment Call)

Open:

Hi Name!  It's really great to see you again!  Is this still a good time?

As before, we’re recording, but I'm always happy to turn it off if you ask me.

I really appreciate _______ about you. And I’ve been thinking a lot about your desire to
move from __________(challenging current situation with negative impact)
to ___________(detailed vision) over this next year!!! 

I’m super excited to see you do that, and I'm rooting for you.

Are you still feeling the power of your vision?


Acknowledge and Reflect

Now that you’ve had time to sit with this, what's present for you now?

If they’re leaning in (8-10)

Acknowledge & Reflect

It sounds like you’re excited about _________(program).  

What would you need to get out of _____(program) to make it more than worth it for you? 

Beautiful!  Would you like to get started with _________(program).    Go to Payment Conversation.

If they’re not leaning in… (1-7)

Acknowledge and Reflect

Use Dance with Concerns at the Summit until they’re leaning in (or say no).

Once they’re leaning in, go to the left column.

If they say YES!!!

☐ Post Photo
☐ Celebrate the enrollment in the Slack Enrollment Channel. 
☐ Update them as YES in Monday.com Enrollment Board with notes.
☐ Tag Arlyn in Monday.com for special Requests. 
☐ Slack in the Enrollment Channel any Special Requests. 

If they are a No or Follow Up

☐ Update them as No or Follow Up Monday.com Enrollment Board
☐ Add Notes in the comments with:
1. 1 sentence: Current Situation

2. 1 sentence: Vision 1 Year From Now
3. Lean In (1-10):

4. Program Interested in
5. Concerns:
6. What would they need to get to make it worth it?

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