Step 1. Leave a final remark on the client's Monday pulse.

Step 2. Mark the Follow Up Status as archived in Post Studio Leads.

Step 3. Notify all involved parties that you are closing the ticket and why.

Step 4. If they completed any services, wait for the trainer to mark it as finished. If they are not interested, Mark any not interested services as "not interested" first and thenĀ 

Step 5. Wait 15 minutes after the team services have been marked and then mark the pulse in the ticket overview as closed. This will also close the ticket in Freshdesk.

Step 6. (If the client was not interested and we did not complete work for them) Zero out their invoice