Onboarding step 2
Gates and flow
Intel is designed to relieve the research, message creation, scheduling, pipeline management, and emotional weight of the sales cycle without pulling you away from the members and families already in your care.
How it works
The work gets specific before it gets fast.
You are doing this because you are good across a table. This intake helps the system aim for the right people at a pace that will not crush the work already in front of you.
Book a call with Pete- Gate scores the likelihood that a prospect should take a meeting, join, or make valuable introductions.
- Flow keeps the work human by matching outreach volume to the number of conversations you actually want to carry.
- When a meeting is scheduled, the intent is to give you a usable dossier, conversation angles, and a simple post-meeting next-step path.
Intake
Dial in your goals and preferences.
These answers shape the gate, the flow, the dossier, and the follow-up prompts after a prospect conversation begins.
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