Create the Blueprint Structure

Now that you’ve seen examples and know what Affluence Financial Planning needs for their Leads Sales Funnel, let’s build it.

(Is it just me or do I hear Bob the Builder in the background? Or maybe, Emmett from the Lego Movie?)

All kids movies aside, remember to, as we build, refer back to the flowchart often. There are so many moving pieces that it’s easy to miss one.

But, with the flowchart as a guide, our states and transitions listed out, and by running test records through the blueprint at the end, the process becomes very feasible.