New Lead
We’ve received this referral and it’s now in our system. We haven’t connected with the consumer yet.
Attempting Contact
We’ve reached out and are trying to get in touch. We will continue to follow up with the consumer through multiple attempts by phone, text, and email until we make contact or determine next steps.
Interview Scheduled
The consumer has booked an appointment to speak with one of our counselors.
Missed Appointment
A meeting was scheduled, but the consumer did not attend. We’ll try to reconnect and reschedule.
Follow-Up
We’ve made several attempts to reach the consumer. They had scheduled an appointment but didn’t attend. We’re continuing to follow up through phone, text, and email to reconnect and reschedule.
Evaluation Completed
The consumer has received and completed their free credit evaluation. At this stage, they have not yet enrolled in the coaching program, but we’ve provided them with their personalized recommendations and next steps.
Enrolled
They are now officially working with our counselors and actively participating in our program.
Cold Storage – Spoke To
We spoke with the consumer, but they are not ready to move forward at this time. We’ll check in later.
Cold Storage – Didn’t Speak To
We were unable to connect after multiple attempts. For now, the consumer has been moved to cold storage, but we can revisit later if needed.
