Ready to efficiently manage your list of potential clients requesting intro calls? Our Intro Call feature lets you handle client requests seamlessly, ensuring a smooth process from start to finish. Here’s a quick guide to understanding and handling each request status.

Just getting started? Check out the Purchase Options Overview.

Access your surveys

Go to the Leads & Opportunities page to view clients who requested an intro call.

Understand request statuses

Waiting: Client requested an intro call or joined the waitlist and is awaiting your response.
Offered: You sent an offer; automatic reminder emails will be sent up to two times if no reply.
Purchased: You sent an offer; automatic reminder emails will be sent up to two times if no reply.
Declined by Client: Client received your offer but chose to decline it (you can view their reason).
Declined by Coach:
- Declined after Consultation: Declined after speaking with the client.
- Declined without Consultation: Declined without a call.
- Note: You can undo this action within 15 minutes.
No Response: Client did not respond within six days.
Canceled: Client canceled their request before your action.
Closed: You closed the request without notifying the client (undo within 15 minutes)

Manage client requests

An intro call request is like a warm lead. You’ll definitely want to jump on it! Use the steps below to reach out to the client to schedule your intro call via your preferred platform. Once you’ve had the call, follow the remaining steps to make the client an offer or decline to work with them.

View client information

Phone number: Hover over the phone icon. Click to copy.

Message: Click the message icon to view the client’s submitted message.

Survey response: If available, click the survey icon to review the client's answers.

Make an Intro Call offer to the client

From a Package:

Within the client request, click Offer.
Click Offer to send. Automated reminders will be sent if the client does not respond.

From Profile:

Within the client request, click Offer.
Choose the appropriate package linked to your profile.
Confirm by clicking Offer.

Decline a request

Within the client request, click the three-dot menu and select Decline.
Choose a reason and add additional comments if needed.
Click Decline to notify the client.

Close the opportunity

Use this if you choose not to pursue a client but prefer not to send a notification. Within the client request, select Close Opportunity.

Undo an accidental decline

If you accidentally decline a client request, don't worry! You can easily reverse this action and re-evaluate your decision.

Within the client request, select the Undo button. After confirmation, the request will revert to Waiting status.

Note: To ensure you make an informed decision, you can reverse a declined client request within 15 minutes. However, this option is only available once.

Resend the offer

If clients do not respond, you may resend the offer. Ensure that the Intro Call option for your package is activated.

Within the client request, select the Resend. After confirmation, the client request is reversed to the Offered status. We will send emails and reminders to clients.