1
Initial Call
Qualify them, walk the package, state the price, take the £1,000 + VAT deposit, book the discovery call.
2Build Intake (client)
Sent to the client after the deposit, with ?c=<contact id> on the end. Thirteen short steps, saves as they go, logo upload, then they book the build call.
Discovery / Build Call
Jake's call form. Pick the contact, see their intake answers, fill in the decisions: stages, magnet, funnel, trigger word.