CLIENTS

QUICK LINKS

NEW CLIENT ONBOARDING FORM: VIEW FORM | EDIT FORM

LINKED IN LOGIN FORM: VIEW FORM | EDIT FORM

AMBASSADOR PITCH DECK EXAMPLE: FOUNDERS PATH

REFERRAL FORM EMBED EXAMPLES: BIG LEAP | FOUNDERS PATH

REFERRAL PARTNER FORM EMBED EXAMPLES: BIG LEAP | FOUNDERS PATH

GOOGLE DRIVE

GHL ACCOUNT SETUP: CLICK HERE

CLIENTS: CLICK HERE

SDR SOPs: CLICK HERE

REPORTING LIST: CLICK HERE

CLICKUP

CLIENT LIST (SORTED BY): NAME | ONBOARD STATUS | COMPANY | ACCOUNT MANAGER | SDR

COMPANY LIST (SORTED BY): NAME | ONBOARD STATUS | ACCOUNT MANAGER | SDR

Additional Resources

Pitch Deck - CLICK HERE

Wire Details - CLICK HERE

5DC Unlocked Book Funnel - CLICK HERE

5DC Unlocked Book (eBook) - CLICK HERE

HLMastery Software - CLICK HERE

Calendar Links

Challenge Strategy Session - CLICK HERE

DIY / DWY Initial Onboarding - CLICK HERE

DFY Initial Onboarding - CLICK HERE

Success Coach Onboarding - CLICK HERE

SC Check-In (Denise) - CLICK HERE

SC Check-In (Jenny) - CLICK HERE

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Special One Time Offer

Swipe Our “Group Ad” Templates!

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Get Our Million Dollar Phone Script!

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