Handled.

Fit call

Book the call only after applying.

This is a fit call for operators who have completed the application and can move if the numbers work.

Plan for 30 minutes.

Book only if you can talk through your current follow-up process, enquiry volume, and implementation timing.

Google Calendar appointment schedule

[TODO: Nick's appointment-schedule URL]

Appointment schedule pending

Before the call.

Bring the practical details that show where the first system belongs.

01

Monthly enquiry volume

Have a current view of new enquiries, database contacts worth working, or broker admin volume.

02

Current follow-up process

Show where replies, qualification, reminders, CRM updates, approvals, and calendar handoff happen now.

03

Target lead quality and booked-call goal

We need to know which conversations are worth moving to the calendar and which should be filtered out.

04

System constraints

Bring any CRM, website, inbox, SMS, approval, or calendar constraints that would affect implementation.