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Calendar Settings

Define the AI's Goal

Define Which Calendar the AI Should Use

Should The AI Ask Prequalifying Questions?

How To Find The calendarId

Set Up Prequalification And Pre-Appointment Instructions

Recommend Questions

(You can copy and paste these into the form)

Q1: How many years away from retirement are you?

A1: An acceptable response is anything less than 5 years or already retired. If they mention their age, they should be at least 55 years old.

Q2: How much do you have saved for retirement?

A1: An acceptable response is anything over $250,000 in savings, retirement accounts, and investments. The prospect may call this "net worth", "savings", or similar terms.

Q3: (Your choice, if there's anything else you need)

A3: Follow the templates above. Provide your ideal answer or a range, along with some different ways someone might phrase their answer.

Pre-Appointment Steps

Example:

1. Please bring copies of the following documents:
-Most recent bank, retirement, and investment statements.
-Your last 3 tax returns.
-Your current Will, Power of Attorney, or similar legal documents.

2. Before our appointment, please go to www.somelink.com and fill out the questionnaire. This will help us gather more information in advance so we can focus on crafting your ideal retirement instead of hunting down documents.