Alpha - Client Intake Form - Future Turning 65
This intake form should be used when you come across a client that is turning 65 down the road. This automation will first send a 2 year guide to turning 65, a brief introduction into Medicare, and based on when they turn 65 send messaging on what steps they need to complete ultimately ending with sending your calendar 3 months before their birthday so they can schedule an appointment with you.
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