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Your book as a pipeline

Test your website's quote form and call back each request. Then work five names from All cases: profile, play, proposal.

Your website can introduce you before you call. Your client list is where each next name waits. Work through both every week.

Saves records, uses credits

You'll learn to

  • Check what a visitor sees on your Genius website
  • Test your website's quote form, then call back the requests
  • Work five names from All cases, profile first

In this guide

  1. 1. Let your website introduce you (done)
  2. 2. Work your book: the next five names (done)

Screens in this lesson