An email will be sent to you from Calendly notifying you of a new call that has been scheduled.
Search for a ticket in Zoho by searching the client’s name or email.
- Click on the magnifying glass in the top menu bar
- Paste the client’s email address that login with (in Calendly confirmation) into the search bar:
Look for a ticket that applies to Jumpstart or Welcome calls. If there, you can reply within that ticket using the steps below.
- Add Blaze “Jumpstart Call Has Been Scheduled - Task List”
  - There is a spot to add the date and time of the scheduled call on the first line of the email. Make sure to put the time in the client's time zone.
  - Add Jumpstart Video Call Scheduled tag to an Interaction Note. Write in the note including that a Jumpstart Call has been scheduled with the date.
  - Make sure in the left side bar, under Key Information, you assign the ticket to yourself. For ticket owner, choose Teams > Onboarding > select your name.
If there isn’t a ticket related to a Welcome call or a Jumpstart Call, then create a new ticket by using the Quick Action dropdown in the top menu. Select Ticket:

Copy and paste the email address provided in the Calendly confirmation, add a subject line (Jumpstart Video Call Confirmation). In the description section use Text Blaze and add the Blaze labeled “Jumpstart Call has been Scheduled - Task List”. Click Send as Email. Preview your message and send with a hold for 3 or 7 days, depending on when the call is.

Sending Reminder to Client About Jumpstart Call

The day before the call is scheduled you will need to send a reminder to the client. Use macro “Jumpstart Call Reminder - Send 1 day prior”
- Add in the date and time of the call as well as the meeting link.
On the morning of the Jumpstart call, send SMS text to client. Use the Text Blaze "JS SMS Reminder"

Jumpstart Call Has Been Completed

In the same ticket you sent the meeting confirmation use the Blaze [Onboarding - Jumpstart] Call Completed - Follow Up
Add in notes that were specific to your call along with any help docs. BE FLUFFY!
Send as Closed - Leave everything else as is.
Add an Interaction note. Include:
- Talk time
- Wait time
- Add your own Interaction notes from the call. Be as thorough as possible. Make sure to list out any major changes or discussions.
- Account Phase: New Account or Support.
  - New Account - use for a typical Jumpstart Call
  - Support - use for a non-typical Jumpstart call for someone who has had an account for a while.
    - Add tag to interaction as Jumpstart Video Call
- Add link to Gemini recording to Source Data Tab in Interaction
- Go into ChatGPT and add Text Blaze "AI prompt to condense Gemini summary of call"
  - Copy full Details section into Chatgpt with above Blaze
- Add 1-2 paragraph summary from Chatgpt into AI Summary section of AI Analysis tab
- Add task list from Gemini in AI Notes section of AI Analysis tab

Jumpstart Call Was a No-Show

If the client hasn’t joined the call after a few minutes, send the snippet [Call - Waiting in Video Conference]
- (Add in the link to the meeting).
If they still haven’t joined after another 5 minutes, give them a call.
- If they answer and are able to join:
  - Note wait time and add an interaction note for the phone call out.
    - Add Account Phase: New Account
    - Add Tag - Jumpstart Video Call
  - If they answer and they are not able to join and asked to reschedule:
    - Within the same ticket, send them the Blaze [Onboarding - Jumpstart] No-Show - Change the wording as needed.
    - Leave an interaction note for the phone call out.
    - Account Phase: New Account or Support
      - Add Tag - Jumpstart Video Call

Client Has Canceled Jumpstart Call

Calendly will email you that the client has canceled the meeting.
Search your tickets in Zoho for the client's ticket.
- Leave an interaction note "Client canceled *original date of call* call on *date of cancellation*"
- Add Tag - Jumpstart Video Call Canceled
- Change Status to Pending
- Change Ticket Owner to Linda

Client Has Rescheduled 2 Times - 3rd Attempt

Calendly will email you that you have a new meeting.
Search in Zoho for their name, if you notice that they have been scheduled twice before, follow these steps:
- Cancel the Calendly meeting
- Create a new meeting thru your Google Calendar
- Send the client the link for the new meeting (this prevents them from rescheduling)
  - Use snippet [Jumpstart Call Has Rescheduled 3 Times]

Client Has Canceled Call Multiple Times - Final Offer

TAGS - TO BE USED IN INTERACTION NOTES ONLY

TAG	INTERACTION NOTE STEPS
Jumpstart Video Call	Used for: Jumpstart Call Complete and Jumpstart Call No Show (check no show box) Add in: Interaction type - Video Call Account Phase: New Account or Support Tag: Jumpstart Video Call
Jumpstart Video Call Canceled	Used for: Canceled Jumpstarts Add in: Interaction type - Note Tag: Jumpstart Video Call Canceled
Jumpstart Video Call Not Needed	Used for: Accounts that are already in ProConnect or have specifically stated they don’t want a Jumpstart Call. Add in: Interaction type: Note - List out reason for why JS Call not needed Tag: Jumpstart Video Call Not Needed
Jumpstart Video Call Offered	Used for: Accounts that have been offered a Jumpstart Call at 5 days. and For accounts that have been offered a 2nd Jumpstart Call. Add in: Interaction type: Note Tag: Jumpstart Video Call Offered
Jumpstart Video Call 30 Day Offer	Use for: Accounts that have been offered a Jumpstart Call at 30 days Add in: Interaction type: Note Tag: Jumpstart Video Call 30 Day Offer
Jumpstart Video Call Scheduled	Add in: Interaction type: Note - Add the call scheduled date and with who. Tag: Jumpstart Video Call Scheduled

Jumpstart

Onboarding Team - Procedures for Jumpstart Calls