So you get proper credit for your service, please complete the form below.

Remember, upload the recording you made during the meeting.

Support Agent

Support Agent Email

Support Trainee(s) (Seperate with comma)

Loom Video Link

Client's Username *

Full Name *

Phone

Email *

Check All that Applied Before this appointment

Membership Level

Free Member

Pro

Beginning Participation Level

Plus

Elite

Add Pack

Savings Highway Paid Member

Reach Solar Member

Live Good Affiliate ($50)

Live Good Member ($10 or $100 Annual)

Reach Solar Bill Uploaded

Reach Solar Appointment

Got Backup

Register for next Zoom Presentation

Accomplished

Pass for Now

Gave Blog Link

Blog Link

Explain not to Promote Training Calls to Non Paying Members

Yes

No

Connect to Team Facebook Group

Yes

No

Go through blog and show them where everything is

Yes

No

Have member mark next team zoom on their calendar

Yes

No

Showed how to schedule future appointments

Yes

No

Get them started on the 30 Day Challenge

Yes

No

Post first day on their profile

Yes

No

Connect on dashboard Auto Posting

Yes

No

Profile

Accomplished

Pass for Now

Committed

About Me

Accomplished

Pass for Now

Committed

Upload Picture

Accomplished

Pass for Now

Committed

Bonus Websites

Accomplished

Pass for Now

Committed

Link Youtube Video

Accomplished

Pass for Now

Committed

Set up Payout method

Accomplished

Pass for Now

Committed

Complete Social Media Links

Accomplished

Explained

Pass for Now

Savings Highway

Accomplished

Pass for Now

Committed

Reach Solar

Accomplished

Pass for Now

Committed

Home Owner

Yes

No

Upload Utility Bill

Accomplished

Pass for Now

Committed

Bill Upload target date

Reach Appointment Date and Time

Set Reach Solar Appointment

Accomplished

Pass for Now

Committed

Set appointment target date

Livegood

Accomplished

Pass for Now

Committed

Upgrade Pro

Accomplished

Pass for Now

Committed

Upgrade to Plus

Accomplished

Pass for Now

Committed

Upgrade to Elite

Accomplished

Pass for Now

Committed

Advanced onboarding

Yes

No

Prosperity Consultant to (go over ad packs and advanced marketing)

Yes

No

Later

https://api.leadconnectorhq.com/widget/booking/nGfvUWsJNtExdUUwZLTw

Upgrade to Premier target date

Consultant Appointment

Prosperity Advisor (Big Packages)

Yes

No

Later

Advisor Appointment

Advisor target date

Go over Ad Packs Co-op

Yes

No

Client Service Checklist After Picture(Check All that apply)

SparkyAI Membership Level End of Meeting

Pro

Plus

Elite

Add Pack

Savings Highway Paid Member

Reach Solar Member

Live Good Affiliate

Live Good Member

Reach Solar Upload Bill

Reach Solar Appointment

Got Backup

What Solutions Did You Help Them with?

Savings Highway Paid Member

Added

Live Good Affiliate ($50)

Added both $40 Affiliate and $10 Membership

Reach Solar Member

Added

Reach Solar Upload Bill

Uploaded

Reach Solar Appointment

Appointment set

Got Backup

Added

Clear

Pro Upgrade

Added

Split With Consultant

Clear

Plus Upgrade

Added

Split With Consultant

Clear

Elite Upgrade

Added

Split With Consultant

Clear

$300 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$300

2

3

4

Clear

$300 Multiple Split

2

3

4

Clear

$900 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$900

2

3

4

Clear

$900 Multiple Split

2

3

4

Clear

$1,800 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$1,800

2

3

4

Clear

$1,800 Multiple Split

2

3

4

Clear

$3,600 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$3,600

2

3

4

Clear

$3,600 Multiple Split

2

3

4

Clear

$5,400 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$5,400

2

3

4

Clear

$5,400 Multiple Split

2

3

4

Clear

$16,500 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$16,500

2

3

4

Clear

$16,500 Multiple Split

2

3

4

Clear

$27,000 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$27,000

2

3

4

Clear

$27,000 Multiple Split

2

3

4

Clear

$110,000 Ad Pack

Added

Split With Consultant

Multiple

Multiple Split

Clear

$110,000

2

3

4

Clear

$110,000 Multiple Split

2

3

4

Clear

Commission Calculation

Please give a synopsis of how the meeting went.

So you get proper credit for your service, please complete the form below. Remember, upload the recording you made during the meeting.

So you get proper credit for your service, please complete the form below.

Remember, upload the recording you made during the meeting.