☐ DETERMINE TOP 5 DREAMS/GOALS

☐ Set goal date for completion of certification exams

☐ Download WhatsApp and Zoom

☐ Upline to send welcome email with the onboarding package

☐ Login to WFG Launch (Oliver’s not available for 24 hours after login to launch)

☐ Add to WhatsApp personal and immediate leaders’ group(s) – check with SMD – some are added only after qualified for Upstart School

☐ Write welcome on WhatsApp

☐ Set a date for Fast Start Orientation, Top 25 list and FNA review

☐ Set a different date for FNA carryback

☐ Enroll in Oliver’s (available 24 hours after logging into launch)

☐ Enroll in Apex (optional) – explain reimbursement process

☐ Enroll in HLLQP bootcamp (optional)

☐ Ensure shortcut on bookmarks bar / desktop for WFG Launch and Oliver’s possibly Apex

☐ Ensure they know they are welcome to everything listed on WhatsApp

☐ Complete Top 25 sharing list and book drop bys, discuss possible Grand Opening