1. Upload
2. Confirm Durations
3. Review Duplicates
4. Preview
5. Export
Step 1 — Upload Files
Required: 3 Zoom attendance reports. Optional: 3 chat transcripts and 1 master tags sheet.
Attendance (required)
Zoom Chat (optional)
Master Tags Sheet (optional)
Only these columns are imported: Course, Diamond, Waitlist, Cake Made, Workbook Assignment, Goal Clarity, Product Clarity. All other columns are ignored.
Payment / Interest Status Sheet (optional)
Upload people who have paid or filled the interest form. Paid people will be removed from the Active Calling Sheet. Interest-form-filled but unpaid people will remain in the Active Calling Sheet and be marked P0. Matched by email first, then mobile.