After the last private introductory lesson, ask the customer when they plan to attend their first and second group class. Fill out “Trial” on the back of the Trial Consultation Forms.
Additional Task: Set date for Trial Progress Check. Write this on the consultation form and set a time in the calendar.
Enter dates and names in every section of the Trail Onboarding that is marked with an asterisk.
Throughout the following weeks, each step in the Trial Onboarding must be taken in order to give the customer the best experience possible. We hope that we may earn their business and have them enroll in the program during the Trial Progress Check.
