Send Docusign:
Put note Template: Waiting_on_PPWK

Once they Sign the Docusign:
Upload into their file box – Document in their notes
Check to see if they submitted their profile
            If not:Put Note Template: Waiting_on_Profile
            If they did:  Put Note Template:  Received_Profile
                                 Check Robert’s Calendar
                                 Set up an Intro Call Put Note Template:  Intro_Call_Scheduled

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Once the Welcome Call is completed:
Just add the next note template .. example waiting for profile , active ,  waiting on paperwork.
Add to Icontact Gold List & Silver List

Robert will put on SAG_Assign_Coach Mike_Biglane and will notify you - Mark on Spreadsheet
( this will give the coach the ability to upload calls for them)

You will get an email when a call is uploaded - If Call 0 or 1
Go to their account and put on Note Template : SAG_Sessions_Active

If the Coach is unable to reach the student or the calls will be on hold for a long duration of time
Put Note Template:      SAG_Sessions_on_Hold
Once the calls begin again    Put Note Template        SAG_Sessions_Active

When you get an email Notification for call 6, 12 or 18
Verify that all calls are uploaded and playable - Let Kim Valdes Know that SAG calls are complete
Then go to their account and put on Note Template: Fulfillment_Completed
(This will remove the student from the coaches drop down)