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Finalize separate leader and rep QR/SMS intake flows and Engage links

Hard ·ClickUp: in-progress ·Open in ClickUp ↗ ·Updated 2026-08-25
What this task isFinalize the split QR/SMS intake flows for leaders and reps so both paths connect correctly to Engage for ongoing weekly video follow-up. Requires confirming each path is complete and providing the Engage integration links.
The Request

Finalize the split intake experience for leaders and reps so the Boot Camp nurture path is ready to use.

Context: Paul had already built the text-to-number and QR flows. The meeting clarified that the split is intentional because leaders and reps will receive different ongoing weekly video content. Chris tested the flow during the meeting, and the team wants the intake paths to connect cleanly to Engage.

What to complete: Confirm the leader path and rep path are both final. Provide the Engage links needed for integration. Make sure the structure supports weekly follow-up without confusing the audience split.

Related scope task:

Source: Meeting doc: Source segment: QR/SMS and nurture-flow discussion, late meeting.

Build Plan

Not planned yet.

Accomplishment Report

Not built yet.

Compiled by Dispa · Top Rep Training