New Student - Gina

After Brain Assessment, before first class starts

First Email After Sign Up

Gina and Kathy, this form is for a new student who completed a brain assessment and has decided to buy a package from LearningRx. Fill out this form after their brain assessment, and before their first class begins. NOTE: There is a 12hr pause on sending the email. So fill this out as soon as they confirm they are going to buy a training package.

Inactive Client - Gina

Took Assessment, but did not Purchase anything

Need to Reconnect with Inactive Lead

Gina and Kathy, please use this form when you have a person who has stalled out in their progression towards becoming a client. This is for someone who came in and took the free brain assessment, but never completed the full process and purchased training to become a student. This is a gentle reminder that they are only at the early stages of their development, and they will be extended an offer. Offer: 1 free week.

After First Class -  Gina

Post Class 1 Encouragement

Completed First Class

Hi, Guys! Add a Student who just completed their first class to send them a congratulations email and a video from Gina.

Pre Assesment - Kathy

Before Assessment, just adding them to our Marketing System

Pre Assessment Not Client Yet

Please add all your pre assessment potential clients to theis form. This gets them into our marketing system. No email or anything will be sent from us. Please keep sending them your regular pre assessment emails like you have always done. Thanks!

New Graduate/Completed Program - Kathy

Finished program, now adding them into the Graduate section of System

New Graduate - Completed Program

STEP 1: Please add a student who has completed at any LearningRx Program into this form. This is going to mark them in the system with the tag "Graduates." STEP 2: Use the Next form over and ask the guardian or parent for a review of the system.

Add to Review System - Kathy

Finished Brain Training, Now Asking for Review

Hi, Gina and Kathy:

Once you have a student that has completed the training and you want their feedback on the process, click the link below. 


IMPORTANT: If the student is under 18, please be sure to add the name and email address of the Guardian, not the child. 


Link: Add My Client or Guardian to Viral Testimonial

LEAD: Struggling in School - Kathy

Add Contact Here to Convert into Paying Client

Struggling in School Sales Trek Funnel

Gina and Kathy, this form is the entry point for the "Struggling in School" Leads. These leads may have come to you from Corporate's main website, they might have called you directly, or you might meet them in person at an event. Please add everyone that fits into this type of trek, even if you are unsure if they are already in the system -- The system merges duplicates. If you enter a lead into this form, they will be on the 2 week sales funnel emails and it will be focused on videos about school.

LEAD: Test Taking - Kathy

Add Contact Here to Convert into Paying Client

Test Taking Sales Trek Funnel
Gina and Kathy, this form is the entry point for the "Test Taking" Leads. These leads may have come to you from Corporate's main website, they might have called you directly, or you might meet them in person at an event. Please add everyone that fits into this type of trek, even if you are unsure if they are already in the system -- The system merges duplicates. If you enter a lead into this form, they will be on the 2 week sales funnel emails and it will be focused on videos about Testing.

LEAD: Reading - Kathy

Add Contact Here to Convert into Paying Client

Reading Sales Trek Funnel

Gina and Kathy, this form is the entry point for the "Reading" Leads. These leads may have come to you from Corporate's main website, they might have called you directly, or you might meet them in person at an event. Please add everyone that fits into this type of trek, even if you are unsure if they are already in the system -- The system merges duplicates. If you enter a lead into this form, they will be on the 2 week sales funnel emails and it will be focused on videos about reading.

LEAD: Attention and Focus - Kathy

Add Contact Here to Convert into Paying Client

Attention and Focus Sales Trek Funnel

Gina and Kathy, this form is the entry point for the "Attention and Focus" Leads. These leads may have come to you from Corporate's main website, they might have called you directly, or you might meet them in person at an event. Please add everyone that fits into this type of trek, even if you are unsure if they are already in the system -- The system merges duplicates. If you enter a lead into this form, they will be on the 2 week sales funnel emails and it will be focused on videos about focus and attention.

LEAD: General - Kathy

Add Contact Here to Convert into Paying Client

General Sales Trek Funnel

Gina and Kathy, this form is the entry point for any general Leads who either do not fit into any of the three treks, or who you do not know for sure what they are most interested in. These leads may have come to you from Corporate's main website, they might have called you directly, or you might meet them in person at an event. Please add everyone that fits into this type of trek, even if you are unsure if they are already in the system -- The system merges duplicates. If you enter a lead into this form, they will be on the 1 week sales funnel emails and it will be focused on general information about LearningRx.

LEAD: Live Events - G+K

Add Contact Here to Convert into Paying Client

Please add all leads here that you meet at live event. If they give you a business card, add them. If they give you a paper with their contact info, add them. These leads will be sent an email asking them what they are most interested in (Reading, Testing, Focus, or Struggling in School). Depending on what they click, they will be entered into that sales funnel. If you do not know which location they belong to, add them here anyway. We are filtering out the Northwest leads on a different list that you can export and give to the other owner. 

Add lead here if you meet at a live event
LearningRx San Antonio LEADS

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