Schedule your client for the final review and signing of the application
Text and Email:
Hi it's ,
I have now prepared the application for our next appointment. Go ahead and click on the red button right here to schedule the time. Please make 30 minutes available so we can carefully review the application together before signing. Look forward to getting you started on your exciting journey to lifetime tax free distrbution.
Have a great day!
Remember to change your client status to
step 7 engagement