Remote Team — Sale Checklist
0 of 9 steps complete
📞While on the Phone0 / 5
Complete Intake Form
Opens in a new tab
Present the GLP-1 Program
Opens presentation in a new tab
Complete Checkout
Select payment processor — opens in new tab
Fill Out Patient Chart on Boulevard
Complete all chart fields for the patient's record
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
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
Medication: [medication] [dosage]
🏁 Consultation complete?
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