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303-PLANNER | 303-752-6637

855-PLANNER | 855-752-6637

Systems Overview – New Lead up to Financial Plan

0:00 – Schedule First Appointment

2:20 – Input into Monday Leads

4:30 – Input into RedTail

7:53 – Options for when they are in the Leads board

12:08 – Input into Monday Sales Process

22:09 – Financial Plan Board (to be continued in separate video)

24:00 – Quick Recap