ERC Prospect Signup Process
- Objective = smoothly ‘hand-off’ the prospect to a BLC “advisor”.
- Create a Lead in the JEL CRM for the Prospect. For existing JEL clients, use the Duplicate command. New Prospects must be entered manually.
- The Case name to use for ERC Leads is “ERC”.
- If the Prospect is willing, set up an appointment for him with one of JEL’s BLC-assigned advisors. To do so, click this Calendly link and set up a convenient time based on the Prospect’s availability.
- This Calendly link was put into effect on November 17, 2022.
Record the appointment time/phone number if you want to listen-in on the call.
- 80% of companies who checked on their own to see if they qualify – and were rejected, actually qualify! So don’t accept an “I already checked, and we don’t qualify” excuse.
Independent Contractor Agreement – ERC
To execute this Independent Contractor Agreement (ICA), select the blue link above to launch a blank copy to fill in. The blank copy is a Word document. Please type all information directly onto it including your name as your signature (This is legally valid). Then SAVE the file and email a copy following the instructions bellow. Please DO NOT print it out, sign it by hand, and scan it in order to send it back. This creates very large files and clogs up our server storage!
When completed, please email a copy of your completed ICA to Glenn Appleyard (gappleyard@jelcrs.com).
