Rosemarie Activities
Do not provide this page to anybody else.
This is for Rosemarie's use only.
Add People To Systeme
Add Active
Client
Optionally add to quotes as well
Add Person *Not Active*
Optionally add to quotes as well (will receive promotions)
Reverse Active Client Status
Optionally subscribe them to the quotes
Invite People
Send a once-off email, and add them to the Quotes.
Optionally tag them as active clients (so they don't receive other email promotions).
Invite To Book For The Monthly Workshop
Send Invite To Watch Anxiety Video
Send Invite To Watch PID Video
Invite To Book $80 Session (48 hours)
NOT ACTIVE YET
Reserve Calls/Sessions
Book A Consultation
Appointment setting call
Reserve A Strategy Call
Reserve A Life Coaching Call
Take Payments
Reserve A Strategy Call Follow-up Paid Session
Coaching Sign Up
Payment (3 months)
Coaching Sign Up
1 of 3 Payments
The Workflow
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Step One
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Step Two
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Step Three
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Send Video Link
Professional Identity
No Longer An Active Client
Send A Link To Book A Discovery Call (With Application Form)
Send A Link To Watch Anxiety Video
Send Invite to Book A Discovery Call (No Application Form)
Invite For Once-off $80 Session
Add Person To Receive Promotions
Add An Active Client
Send Link For Monthly Workshop