Welcome, Liz.

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name name
calendar id
calendar id
coachid

Who was your call with?

Pick the right call type to capture key details and improve follow-ups.

Which company? *

Company
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Which person? *

Person
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Tom Notarte
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A few more details...

When was this call? *

Select from Google Calendar Records
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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First call with George
First call with George
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How Long was the call scheduled for? *

Select duration
15 minutes
30 minutes
45 minutes
60 minutes
75 minutes
90 minutes

Any notes to share

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Moving forward.

Your client is up for renewal within 30 days!

What is your recommendation for their renewal?

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