Remote Team — Sale Checklist
0 of 7 steps complete
📞While on the Phone0 / 3
Complete Intake Form
Opens in a new tab
Schedule Follow-Up on Boulevard
3 weeks from purchase date — opens calendar
📋After the Call0 / 4
Log the Sale in Boulevard
Record the completed sale in the client's profile
Copy & Paste Form into Boulevard Notes
Paste the completed intake form into the client's notes
Fill Out Patient Chart on Boulevard
Complete all chart fields for the patient's record
Send Patient Info on Discord #Medications
Name · Date of Birth · Address — see template below
Discord #Medications — Message Template
First Last Name
DOB: 6/11/1982
Address: 28 W Palms Way, Kissimmee, FL 34743
🏁 Consultation complete?
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