FourAM Advisors · Private Client
Care Within Reach
Next stop

Navigate
Current route day
The 90-day route at a glance
Days 1–10DeKalb & North Fulton
Decatur · Sandy Springs
Days 11–23Forsyth & Gwinnett
Cumming · Lawrenceville
Days 24–34Hall & Forsyth
Gainesville
Days 35–42Cherokee
Woodstock · Canton
Days 43–51Cobb & Fulton pockets
Marietta · Roswell
Days 52–54Clayton
Days 55–59Henry
McDonough · Stockbridge
Days 60–66Macon
Days 67–90Atlanta
The closing block — worked last, home base for the partner
About 11 stops a day. Columbus and Augusta join the route when contacts are loaded there.

Campaign progress

New Lead991
Initial Contact0
Engaged0
Opportunity0
Not a Fit0
Gold marks are your stage conversion goals.
Plan

Route — 90 days

Stop 1 of

Navigate
Ask for

You
"Hi, my name is [Your Name] — I was wondering if you could help me find the [Persona]? I wanted to chat with them for a moment."

If no or busy — ask for a business card to call or email later. Ask for the persona's name before they go get them.

You, once introduced
"Very nice to meet you, [Name]. I'm surveying the area — do you have 3–5 minutes for a quick three-question survey?"

  • What are you doing today when a family needs this kind of support?
  • How do families usually find their way to you?
  • Who handles referrals out when a child needs services you don't provide?
Listen intently. Move to the next question off their story, not the list.

"Based on what I've heard, I believe I can be of service. My focus is helping [Persona] get families to the right support faster. If you're open to it, I'd like to schedule a time to continue the conversation."

Book it on the spot — confirm date and time back to them before you leave.

Log the outcome
Add a note first if you want one — tapping an outcome logs the stop and moves you on.
Registry

Contacts

Follow through

Next steps

Log an outcome with a follow-up date and it lands here as your next step.
Meeting follow-up standard
A set meeting gets its follow-up within 24–48 hours. The queue pins anything past that window to the top.
Email draft
Hi [Name], are you responsible for [What they manage] at [Company]? I work with [Persona] who are struggling with [Problem]
The system prepares the draft. Sending is always yours.
Text draft
Hi [Name], following up from my visit to [Company]. [Your note] When is a good time to talk?
On a queue item, the Text button opens your messaging app with this already filled in.