DR Call Checklist

Here is everything you will need to collect from the Client during your DR Onboarding Call in order to launch. We encourage you take take this document and convert it into a form to fill out during the onboarding call.

1. Calendar Availability - What hours are open to book appointments for each day
2. Appointment Type - Home Service, Phone Call, Walk In (this should be the same with every niche, but confirm with client)
3. Proven Offer - What offer is the client willing to give out for DR Opt In Offer
4. Company Information
   1. Name
   2. E-Mail
   3. Phone Number
   4. Address
   5. Time Zone
   6. EIN (for Twilio onboarding -- SMS messaging)
5. Appointment Availability
   1. Slot Duration -- how long is the appointment?
   2. Slot Interval -- how often is a new appointment available? (note: the default decision should be to set this to 15min for maximum flexibility
   3. Buffer Duration Between Appointment -- should the calendar block off some extra time even after the appointment is over?
   4. Appointments Per Slot -- How many appointments can be taken at once?
   5. Appointments Per Day -- What’s the maximum number of appointments per day the client can handle?
6. Client Database of Clients as a CSV to upload into GHL