1. Click Enrollment (purple bar).
2. Select plan account CORDOBA, select base plan CORDOBA.
3. Program length: LONGEST TERM MONTHS.
4. Click SAVE ENROLLMENT PLAN.

1. Click Emails (grey button).
2. Click Send email (far right).
3. Select template ENGLISH DS COMPARISON.
4. Scroll down and go over the RED and GREEN numbers, and SELL and EXPLAIN the benefits of the service.

1. Click Edit enrollment plan.
2. Go to the calendar and choose the first payment date and the recurring payment date — both the same date.
3. Click SAVE ENROLLMENT PLAN.

1. Enter the routing number and click on the bank it gives you.
2. Enter the account number and select checking.
3. Click SAVE BANK.

1. Check spelling, fill out employer, and write the hardship info paragraph.
2. Once all is perfect, copy and paste the Forth link into the closers collective chat and tag Sierra.

1. Click DOCS (grey button).
2. Click CIXSIGN DOCS (middle page).
3. Click Generate Documents.
4. Click package.
5. Select package English Cordoba.
6. Click Send Via SMS.
7. Click Send for signature (bottom right).

Read the script to walk the client through signing.

Once the contract is signed, click Enrollment and click SUBMIT FILE.

Follow the Welcome Call prep script.

Follow the Cordoba transfer instructions.