Robert Geller’s Office: 7 Steps Enrollment & Lead Follow-up Management

This is your form for adding clients to either the lead follow-up sequence or the 7 Steps to a 720 Credit Score course.

Adding your client to the "7 Steps to a 720 Credit Score" program will:

  1. Remove them from the lead follow-up sequence; and

  2. Enroll them in the Review Generator (if applicable).