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Process-Selling DM Workflow
DM Sorcery
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Stages

Calendly'd -> Booked

A | Booked Prospects

If prospect books on Calendly:
Add D&T Booked
Change status from Calendly’d to Booked

B | Follow Up

If no response after sending calendly link, follow follow-up sequence and dates
Every 1 day for FUP 1,2
Every 2 days for FUP 3,4,5,6,7
Variation
Name
Profile Link
C-Last Followed Up
C-FUP1
C-FUP2
C-FUP3
C-FUP4
C-FUP5
C-FUP6
C-FUP7
D&T Booked
Stage
Remove from workflow?
1
Variation A (longer script)
3
​
4/25/2024, 11:00 AM
4/20/2024, 11:00 AM
4/21/2024, 11:00 AM
4/23/2024, 11:00 AM
4/24/2024, 11:00 AM
4/25/2024, 11:00 AM
3 | Calendly'd
​
2
Default
4
​
​
3 | Calendly'd
​
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