Disqualified for CM

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Use this form to mark someone as Disqualified

A person is Disqualified when we find that...

They qualified as Target Audience BUT you find them Rude, Inappropriate, Disrespectful, Immature, etc.

Their Email

Non-Negotiables (Put N/A if not captured)

Use (+) to seperate each NN. If they don't have any NNs, then write - No hard filters identified

Preferences (Put N/A if not captured)

Use (,) to seperate each Preference.

Medical History (Put N/A if not captured)

Ensure you ask Physical, Mental and Emotional Challenges. If nothing major to note, then write - Healthy

Reason (this will be shared with the client by email, so please type sensibly)

Use Various Remarks file to use standard remarks in standard cases. In case you can't find appropriate remarks, then write your own.

Important Notes from the conversation

Email Notifications go out till 9:00 PM only

If it's not 9:00 PM yet and you want them to be notified today, then choose Today's date

If it's 9:00 PM or past it, then please choose Tomorrow's date

Don't put a Past date

What date to inform them?

dd-mm-yyyy