PLEASE FILL OUT AND SUBMIT THIS FORM BEFORE MOVING TO THE NEXT STEP.
BEFORE YOU ATTEND THE REI ACE SUMMIT
Before you attend the REI ACE Summit, our team will need information to begin building your systems so they can be in place once the summit is complete.
Here is an outline of the next steps:
1) Provide completed Startup Checklist to William
2) William puts together CRM, websites, call capture and autoresponder systems with input from “FIRST NAME” and team.
3) “FIRST NAME” to meet online with William to review REI.solutions setup w/ authority website, email, and lead capture systems in place.
4) Test and Tour REI.solutions setup w/ William. Get into workflow and prep for REI Ace Summit
5) Attend virtual REI Ace Summit for implementation and training days w/ Matt and Epic team.
6) At Summit connect w/ Miguel and start VA services, organize Marketing list and prepare postcard mailing.
If any questions arise on any of these elements. Contact William Case on Voxer (username: willmsee) to clarify any questions you have about the checklist.
YOUR REI ACE SUMMIT WORKBOOK
PLEASE DOWNLOAD AND PRINT YOUR WORKBOOK. THIS WILL BE YOUR GUIDE THROUGHOUT THE SUMMIT.