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Boomin U/Thrive Strategist Onboarding & Offboarding Reporting Form
Thrive Strategist
(Required)
Erica Kesse
Eternity Sledge
Vanna Anderson
Zelinka Heslop-Randle
Client Name
(Required)
First
Last
Client Email
(Required)
Boomin U Program – Cohort
(Required)
Boomin to the Bank May
Boomin to the Bank June
Boomin to the Bank July
Boomin Marketing August
Boomin to the Bank October
Boomin Marketing November
Session Type
(Required)
Onboarding
Offboarding
Website Onboarding
Session Date
(Required)
MM slash DD slash YYYY
Session Start Time
(Required)
Hours
:
Minutes
AM
PM
AM/PM
Client Attendance
(Required)
Attended
No Show
Billable Reschedule (within 24 hours)
Billable Cancellation (within 24 hours)
Was a survey completed?
(Required)
Yes
No
Please explain why the survey was not completed. Please ensure you follow up with the client to ask them to complete the form.
(Required)
Notes