video1.0<iframe src="https://www.loom.com/embed/fd8c5899c8e7402c9f4de0e15759c672" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/fd8c5899c8e7402c9f4de0e15759c672-d86ced7ee1fa440c.gif1858.965This Loom explains the complete CSR scheduling process for a coaching strategy session using Salesforce, Calendly, Outlook, and time zone tools. It covers vetting the client in Salesforce, creating the opportunity via the correct engagement (example: Coaching Product Lead for complimentary strategy sessions), scheduling in Calendly using the client’s verified time zone, and then updating the opportunity stage to Scheduled with the correct scheduler and client schedule times (example: Aug 20 at 3 p.m. Mountain for John). The Loom also details sending the “Strategy Session Confirmation New” email template, logging the call in Salesforce, adding coaching intake screening comments, and creating Outlook session notes following the Heart Model SOP (including SS-formatted title elements and adding a disk assessment screenshot from the client account.