Discovery Call Workflow
Prospect submits the intake form → books a meeting in O365 Bookings → the team is notified → an advisor reviews the data → the system builds the trust diagrams and a personalized presentation, then sends a recap.
Prospect-facing · 15 min
Let's Talk →
Is GHL right for you? A brief intro call — asks what they want to cover, then books it.
Prospect-facing · 45 min
Discovery Call →
Lean pre-call form — contact info + a quick trust/entity sketch to build the diagram. ~1 minute.
Wynguard
Discovery Call (Wynguard) →
For Wynguard-referred clients — books the call and invites James Fox.
Internal
Admin Portal →
Discovery Queue · Presentation Review · Present mode · Templates.