Step 1 — New Leads
RPM Kickoff Call
Info-gathering call with new leads. Collect pricing tool logins and learn about their portfolio. Redirects to get-ready page after booking. Opportunity moved to Audit Kickoff Booked (A) in the Sales Pipeline.
When works for you?
Select an available date below
Apr 12 – May 9, 2026
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Step 2 — Report Ready
Revenue Report Review
Walk the lead through their custom revenue report. Moves opportunity to the Revenue Report Requested pipeline stage.
When works for you?
Select an available date below
Apr 12 – May 9, 2026
Sun
Mon
Tue
Wed
Thu
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Sat
Step 3 — Follow Up
Audit Follow Up
Follow-up call after the initial audit. Continue the conversation and close. Opportunity moved to Audit Follow-up Booked (A) in the Sales Pipeline.
When works for you?
Select an available date below
Apr 12 – May 9, 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat