Strategy Session Report
Client's Name
*
First
Last
Client's Email
*
Appointment Date and Time
*
Strategist Name
*
Mark Grainger
Shannon Law
Source of Lead
*
Meetup
Speaking Gig
Webinar
Referral
Personal
Networking
FB Funnel
Mailing List
Big Impact Live Follow Up
Did anyone refer them?
Results
*
BIU Full Pay
BIU Payment Plan
BIU Apprentice Full Pay
BIU Apprentice Payment Plan
BIU Phase 2
BIU Platinum
BIU VIP Platinum
BIU Lifer
TNC & MFG - Full Pay
TNC & MFG - Payment Plan
Complete System to Getting More Speaking Gigs Homestudy Course
Inner Game & Spirituality Homestudy Course
Big Impact Live
Rock Star Speaker Package
Speaking Rocks Webinar Bundle
Miracle Money Machine - Full Pay
Miracle Money Machine - Payment Plan
No Sale
No Show
Follow-up Scheduled
Strategy Session Notes