Retirement Consultation Screener<\/title><\/p>\n<style> :root{ --green: #325d93; \/* AWRPC navy blue *\/ --linen: #F8FAFC; \/* AWRPC warm white background *\/ --gold: #EEB853; \/* AWRPC gold *\/ --sage: #6E8CB5; \/* soft steel blue, used where the sage tint was *\/ --obsidian: #1E293B; \/* AWRPC dark navy *\/ --red: #B3452E; --white: #FFFFFF; } *{box-sizing:border-box;} body{ margin:0; font-family: 'Segoe UI', system-ui, -apple-system, sans-serif; background: var(--linen); color: var(--obsidian); min-height:100vh; display:flex; justify-content:center; padding: 24px 16px 60px; } .app{ width:100%; max-width: 720px; } header{ text-align:center; margin-bottom: 20px; } header h1{ font-size: 1.3rem; margin: 0 0 4px; color: var(--green); letter-spacing: 0.02em; } header p{ margin:0; font-size:0.85rem; color:#5a6b62; } .progress{ display:flex; gap:6px; margin: 18px 0 24px; } .progress .dot{ flex:1; height:5px; border-radius:3px; background: #dbe4ee; } .progress .dot.done{ background: var(--sage); } .progress .dot.current{ background: var(--gold); } .card{ background: var(--white); border-radius: 14px; padding: 28px 26px; box-shadow: 0 2px 14px rgba(31,92,74,0.08); border: 1px solid #dbe4ee; } .card.script{ background: var(--green); color: var(--linen); border: none; } .card.script .qlabel{ color: var(--gold); } .card.decline{ background: var(--obsidian); color: var(--linen); } .card.decline .qlabel{ color: var(--gold); } .qlabel{ font-size: 0.72rem; text-transform: uppercase; letter-spacing: 0.1em; color: var(--sage); font-weight: 600; margin-bottom: 8px; } .qtext{ font-size: 1.35rem; line-height: 1.45; font-weight: 600; margin-bottom: 6px; } .qsub{ font-size: 0.95rem; line-height:1.5; opacity: 0.85; margin-bottom: 20px; } .read-aloud{ font-size: 0.72rem; text-transform:uppercase; letter-spacing:0.08em; opacity:0.6; margin-bottom: 6px; } .choices{ display:flex; flex-direction:column; gap: 12px; margin-top: 8px; } button.choice{ appearance:none; border: 2px solid var(--green); background: var(--white); color: var(--green); font-size: 1.05rem; font-weight: 600; padding: 16px 18px; border-radius: 10px; text-align:left; cursor:pointer; transition: all 0.12s ease; } button.choice:hover{ background: var(--green); color: var(--white); } button.choice:active{ transform: scale(0.98); } .script button.choice{ border-color: var(--gold); background: transparent; color: var(--linen); } .script button.choice:hover{ background: var(--gold); color: var(--obsidian); } textarea.other-input{ width:100%; border-radius:8px; border:2px solid #c7d3e2; padding:12px; font-size:1rem; font-family:inherit; margin-top:4px; resize:vertical; min-height:60px; } .nav-row{ display:flex; justify-content: space-between; margin-top: 22px; } .link-btn{ background:none; border:none; color: inherit; opacity:0.65; font-size:0.85rem; cursor:pointer; text-decoration: underline; padding:6px 0; } .primary-btn{ background: var(--gold); color: var(--obsidian); border:none; font-weight:700; padding: 14px 22px; border-radius: 10px; font-size:1rem; cursor:pointer; width:100%; margin-top: 10px; } .primary-btn:hover{ background:#e0a83d; } .summary-list{ list-style:none; padding:0; margin: 0 0 18px; } .summary-list li{ display:flex; justify-content:space-between; gap: 12px; padding: 10px 0; border-bottom: 1px solid #dbe4ee; font-size: 0.95rem; } .summary-list li span:first-child{ color:#5a6b62; font-weight:600; } .summary-list li span:last-child{ text-align:right; font-weight:600; color: var(--green); } .tag{ display:inline-block; padding: 4px 10px; border-radius: 999px; font-size:0.72rem; font-weight:700; text-transform:uppercase; letter-spacing:0.05em; } .tag.qualified{ background: var(--sage); color: var(--obsidian); } .tag.review{ background: var(--gold); color: var(--obsidian); } .copy-btn{ background: var(--green); color:var(--white); border:none; padding: 12px 18px; border-radius: 10px; font-weight:600; cursor:pointer; width:100%; margin-top: 6px; } .copy-btn:hover{ background:#24456b; } .copied-msg{ text-align:center; font-size:0.85rem; color: var(--green); margin-top:8px; height: 16px; }<\/style>\n<p><\/head><body><\/p>\n<div class=\"app\"> <\/p>\n<header> <\/p>\n<h1>Retirement Consultation Screener<\/h1>\n<p> <pee>Read each question aloud as written. Tap the caller’s answer to continue.<\/pee> <\/header>\n<p> <\/p>\n<div class=\"progress\" id=\"progress\"><\/div>\n<p> <\/p>\n<div id=\"card\"><\/div>\n<p><\/div>\n<p><script>\/\/ ---------------------------------------------------------------\/\/ EDIT THIS if you want responses auto-logged somewhere (n8n webhook,\/\/ Airtable via n8n, etc). Leave blank to just show the on-screen summary.const SUBMIT_WEBHOOK_URL = \"\"; \/\/ e.g. \"https:\/\/your-n8n-host\/webhook\/awrpc-screener\"\/\/ ---------------------------------------------------------------const state = { step: \"intro\", answers: {}, history: []};const TOTAL_SCORED_STEPS = 4; \/\/ for progress dots (age, assets, status, advisor)function goTo(step){ const current = steps[state.step]; if(!current || !current.silent){ state.history.push(state.step); } state.step = step; render();}function back(){ if(state.history.length){ state.step = state.history.pop(); render(); }}function restart(){ state.step = \"intro\"; state.answers = {}; state.history = []; render();}function setAnswer(key, value){ state.answers[key] = value;}const steps = { intro: { type: \"script\", label: \"Welcome \u2014 read this first\", text: \"\\u201cHi! Are you calling to schedule a complimentary consultation with Advanced Wealth?\\u201d\", choices: [ { label: \"Continue to questions\", action: () => goTo(\"age\"), primary: true } ] }, age: { progress: 1, label: \"Question 1 \u00b7 Age\", text: \"Before we schedule your complimentary consultation, may I ask if you're age 59 or older, or planning to retire within the next few years?\", choices: [ { label: \"59 or older\", action: () => { setAnswer(\"age\",\"59 or older\"); goTo(\"assets\"); } }, { label: \"Retiring within 3 years\", action: () => { setAnswer(\"age\",\"Retiring within 3 years\"); goTo(\"assets\"); } }, { label: \"No \/ not applicable\", action: () => { setAnswer(\"age\",\"No\"); goTo(\"declineAge\"); } }, ] }, declineAge: { type: \"script\", label: \"Not a fit \u2014 read this\", text: \"\\u201cAt this time these consultations are designed for individuals who are approaching retirement or already retired. Thank you for calling.\\u201d\", choices: [ { label: \"End call \/ start new call\", action: restart, primary: true } ] }, assets: { progress: 2, label: \"Question 2 \u00b7 Investable Assets\", text: \"Approximately how much do you have saved for retirement or investments?\", sub: \"This can include 401(k)s, IRAs, brokerage accounts, CDs, savings, pensions with lump-sum options, or other investments.\", choices: [ { label: \"$200,000 or more\", action: () => { setAnswer(\"assets\",\"$200,000 or more\"); goTo(\"status\"); } }, { label: \"$100,000 \u2013 $199,999\", action: () => { setAnswer(\"assets\",\"$100,000\u2013$199,999\"); goTo(\"status\"); } }, { label: \"Less than $100,000\", action: () => { setAnswer(\"assets\",\"Less than $100,000\"); goTo(\"declineAssets\"); } }, ] }, declineAssets: { type: \"script\", label: \"Below minimum \u2014 read this\", text: \"\\u201cThank you for sharing that. At this time these complimentary consultations are reserved for individuals with at least $200,000 in investable retirement assets.\\u201d\", choices: [ { label: \"End call \/ start new call\", action: restart, primary: true } ] }, status: { progress: 3, label: \"Question 3 \u00b7 Retirement Status\", text: \"Which best describes your situation?\", choices: [ { label: \"Already retired\", action: () => { setAnswer(\"status\",\"Already retired\"); goTo(\"advisor\"); } }, { label: \"Recently retired\", action: () => { setAnswer(\"status\",\"Recently retired\"); goTo(\"advisor\"); } }, { label: \"Planning to retire within 5 years\", action: () => { setAnswer(\"status\",\"Planning to retire within 5 years\"); goTo(\"advisor\"); } }, { label: \"Still working, reviewing options\", action: () => { setAnswer(\"status\",\"Still working, reviewing options\"); goTo(\"advisor\"); } }, ] }, advisor: { progress: 4, label: \"Question 4 \u00b7 Current Advisor\", text: \"Are you currently working with a financial advisor?\", choices: [ { label: \"Yes\", action: () => { setAnswer(\"advisor\",\"Yes\"); goTo(\"advisorYesNote\"); } }, { label: \"No\", action: () => { setAnswer(\"advisor\",\"No\"); goTo(\"checkQualified\"); } }, ] }, advisorYesNote: { type: \"script\", label: \"Reassurance \u2014 read this, then continue\", text: \"\\u201cGreat. Many of our clients already have an advisor and simply want a second opinion.\\u201d\", choices: [ { label: \"Continue\", action: () => goTo(\"checkQualified\"), primary: true } ] }, \/\/ Routes to booking if qualified, straight to summary if not checkQualified: { silent: true, route: () => { const a = state.answers; const qualified = a.age !== \"No\" && a.assets !== \"Less than $100,000\"; goTo(qualified ? \"booking\" : \"summary\"); } }, booking: { type: \"booking\" }, closing: { type: \"script\", label: \"Wrap up the call \u2014 read this\", text: \"\\u201cYou're all set! You'll receive a confirmation by email and text with your appointment details, including the office location or Zoom link. If you need to reschedule or have questions, please use the contact information provided in your confirmation. We look forward to meeting with you!\\u201d\", choices: [ { label: \"Finish call\", action: () => goTo(\"summary\"), primary: true } ] }, summary: { type: \"summary\" }};const BOOKING_URL = \"https:\/\/live.vcita.com\/site\/401Kanalysis\/online-scheduling\";function renderProgress(activeStepNum){ const el = document.getElementById(\"progress\"); el.innerHTML = \"\"; for(let i=1;i<=TOTAL_SCORED_STEPS;i++){ const d = document.createElement(\"div\"); d.className = \"dot\"; if(activeStepNum && i < activeStepNum) d.className += \" done\"; if(activeStepNum && i === activeStepNum) d.className += \" current\"; el.appendChild(d); }}function render(){ const s = steps[state.step]; const card = document.getElementById(\"card\"); if(s.silent){ s.route(); return; } if(s.type === \"summary\"){ renderProgress(TOTAL_SCORED_STEPS + 1); renderSummary(card); return; } if(s.type === \"booking\"){ renderProgress(TOTAL_SCORED_STEPS + 1); renderBooking(card); return; } renderProgress(s.progress || null); let cardClass = \"card\"; if(s.type === \"script\") cardClass += \" script decline\"; let html = `<\/p>\n<div class=\"${cardClass}\">`; html += `<\/p>\n<div class=\"qlabel\">${s.label}<\/div>\n<p>`; if(s.type === \"script\"){ html += `<\/p>\n<div class=\"read-aloud\">Read aloud to caller<\/div>\n<p>`; } html += `<\/p>\n<div class=\"qtext\">${s.text}<\/div>\n<p>`; if(s.sub){ html += `<\/p>\n<div class=\"qsub\">${s.sub}<\/div>\n<p>`; } if(s.customInput){ html += `<textarea class=\"other-input\" id=\"otherInput\" placeholder=\"Type what the caller said...\"><\/textarea>`; html += `<button class=\"primary-btn\" id=\"continueBtn\">Continue<\/button>`; } else { html += `<\/p>\n<div class=\"choices\">`; s.choices.forEach((c, idx) => { html += `<button class=\"choice\" data-idx=\"${idx}\">${c.label}<\/button>`; }); html += `<\/div>\n<p>`; } html += `<\/p>\n<div class=\"nav-row\">`; html += state.history.length ? `<button class=\"link-btn\" id=\"backBtn\">\u2190 Back<\/button>` : `<span><\/span>`; html += `<button class=\"link-btn\" id=\"restartBtn\">Start over<\/button>`; html += `<\/div>\n<p>`; html += `<\/div>\n<p>`; card.innerHTML = html; if(s.customInput){ document.getElementById(\"continueBtn\").onclick = () => { const val = document.getElementById(\"otherInput\").value.trim(); s.onContinue(val); }; } else { card.querySelectorAll(\"button.choice\").forEach(btn => { btn.onclick = () => s.choices[btn.dataset.idx].action(); }); } const backBtn = document.getElementById(\"backBtn\"); if(backBtn) backBtn.onclick = back; document.getElementById(\"restartBtn\").onclick = () => { if(confirm(\"Clear this call's answers and start a new one?\")) restart(); };}function renderBooking(card){ let html = `<\/p>\n<div class=\"card\">`; html += `<\/p>\n<div class=\"qlabel\">They Qualify \u2014 Set Up the Consultation<\/div>\n<p>`; html += `<\/p>\n<div class=\"read-aloud\">Read aloud to caller<\/div>\n<p>`; html += `<\/p>\n<div class=\"qtext\">\"I'll pull up Dr. Barbara Walker-Green's calendar and get your consultation scheduled.\"<\/div>\n<p>`; html += `<\/p>\n<div class=\"qsub\">Open the scheduler below in a new tab, pick a time with the caller while they're still on the line, then confirm the date and time back to them.<\/div>\n<p>`; html += `<a class=\"primary-btn\" style=\"display:block;text-align:center;text-decoration:none;\" href=\"${BOOKING_URL}\" target=\"_blank\" rel=\"noopener\">Open Scheduling Page \u2192<\/a>`; html += `<\/p>\n<div style=\"margin-top:18px;\">`; html += `<label style=\"font-size:0.8rem;font-weight:600;color:#5a6b62;display:block;margin-bottom:6px;\">Confirmed appointment (optional, for the summary)<\/label>`; html += `<input type=\"text\" id=\"apptInput\" placeholder=\"e.g. Tues 7\/28 at 2:00 PM\" value=\"${state.answers.appointment || \"\"}\" style=\"width:100%;padding:12px;border-radius:8px;border:2px solid #c7d3e2;font-size:1rem;\">`; html += `<\/div>\n<p>`; html += `<button class=\"primary-btn\" id=\"continueBtn\" style=\"background:var(--sage);\">Continue \u2014 Confirm With Caller<\/button>`; html += `<\/p>\n<div class=\"nav-row\">`; html += `<button class=\"link-btn\" id=\"backBtn\">\u2190 Back<\/button>`; html += `<button class=\"link-btn\" id=\"restartBtn\">Start over<\/button>`; html += `<\/div>\n<p>`; html += `<\/div>\n<p>`; card.innerHTML = html; document.getElementById(\"continueBtn\").onclick = () => { setAnswer(\"appointment\", document.getElementById(\"apptInput\").value.trim()); goTo(\"closing\"); }; document.getElementById(\"backBtn\").onclick = back; document.getElementById(\"restartBtn\").onclick = () => { if(confirm(\"Clear this call's answers and start a new one?\")) restart(); };}function renderSummary(card){ const a = state.answers; const qualified = a.age !== \"No\" && a.assets !== \"Less than $100,000\"; let html = `<\/p>\n<div class=\"card\">`; html += `<\/p>\n<div class=\"qlabel\">Call Summary<\/div>\n<p>`; html += `<\/p>\n<div class=\"qtext\" style=\"margin-bottom:14px;\">`; html += qualified ? `<span class=\"tag qualified\">Qualified<\/span>` : `<span class=\"tag review\">Needs Review<\/span>`; html += `<\/div>\n<p>`; html += `<\/p>\n<ul class=\"summary-list\">`; html += li(\"Age\", a.age); html += li(\"Investable assets\", a.assets); html += li(\"Retirement status\", a.status); html += li(\"Has current advisor\", a.advisor); if(qualified && a.appointment){ html += li(\"Consultation booked\", a.appointment); } html += `<\/ul>\n<p>`; html += `<button class=\"copy-btn\" id=\"copyBtn\">Copy summary to clipboard<\/button>`; html += `<\/p>\n<div class=\"copied-msg\" id=\"copiedMsg\"><\/div>\n<p>`; html += `<\/p>\n<div class=\"nav-row\" style=\"margin-top:16px;\">`; html += `<button class=\"link-btn\" id=\"backBtn\">\u2190 Back<\/button>`; html += `<button class=\"link-btn\" id=\"restartBtn\">Start new call<\/button>`; html += `<\/div>\n<p>`; html += `<\/div>\n<p>`; card.innerHTML = html; document.getElementById(\"backBtn\").onclick = back; document.getElementById(\"restartBtn\").onclick = () => { if(confirm(\"Start a new call? This clears the current answers.\")) restart(); }; document.getElementById(\"copyBtn\").onclick = async () => { const text = buildSummaryText(a, qualified); try{ await navigator.clipboard.writeText(text); document.getElementById(\"copiedMsg\").textContent = \"Copied \u2713\"; }catch(e){ document.getElementById(\"copiedMsg\").textContent = \"Couldn't copy \u2014 select and copy manually.\"; } if(SUBMIT_WEBHOOK_URL){ fetch(SUBMIT_WEBHOOK_URL, { method: \"POST\", headers: {\"Content-Type\":\"application\/json\"}, body: JSON.stringify({ ...a, qualified, timestamp: new Date().toISOString() }) }).catch(()=>{}); } };}function li(label, value){ return `<\/p>\n<li><span>${label}<\/span><span>${value || \"\u2014\"}<\/span><\/li>\n<p>`;}function buildSummaryText(a, qualified){ return [ `Retirement Consultation Screener \u2014 ${qualified ? \"QUALIFIED\" : \"NEEDS REVIEW\"}`, `Age: ${a.age || \"\u2014\"}`, `Investable assets: ${a.assets || \"\u2014\"}`, `Retirement status: ${a.status || \"\u2014\"}`, `Has current advisor: ${a.advisor || \"\u2014\"}`, ...(qualified && a.appointment ? [`Consultation booked: ${a.appointment}`] : []) ].join(\"\\n\");}render();<\/script><\/body><\/html>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-template-blank.php","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-14","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/14","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/comments?post=14"}],"version-history":[{"count":36,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/14\/revisions"}],"predecessor-version":[{"id":1365,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/14\/revisions\/1365"}],"wp:attachment":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/media?parent=14"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

{"id":14,"date":"2024-01-22T17:08:15","date_gmt":"2024-01-22T17:08:15","guid":{"rendered":"https:\/\/awrpc.info\/?page_id=14"},"modified":"2026-07-24T14:20:25","modified_gmt":"2026-07-24T14:20:25","slug":"assessment-script","status":"publish","type":"page","link":"https:\/\/awrpc.info\/index.php\/assessment-script\/","title":{"rendered":"assessment script"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Retirement Consultation Screener<\/title><\/p>\n<style> :root{ --green: #325d93; \/* AWRPC navy blue *\/ --linen: #F8FAFC; \/* AWRPC warm white background *\/ --gold: #EEB853; \/* AWRPC gold *\/ --sage: #6E8CB5; \/* soft steel blue, used where the sage tint was *\/ --obsidian: #1E293B; \/* AWRPC dark navy *\/ --red: #B3452E; --white: #FFFFFF; } *{box-sizing:border-box;} body{ margin:0; font-family: 'Segoe UI', system-ui, -apple-system, sans-serif; background: var(--linen); color: var(--obsidian); min-height:100vh; display:flex; justify-content:center; padding: 24px 16px 60px; } .app{ width:100%; max-width: 720px; } header{ text-align:center; margin-bottom: 20px; } header h1{ font-size: 1.3rem; margin: 0 0 4px; color: var(--green); letter-spacing: 0.02em; } header p{ margin:0; font-size:0.85rem; color:#5a6b62; } .progress{ display:flex; gap:6px; margin: 18px 0 24px; } .progress .dot{ flex:1; height:5px; border-radius:3px; background: #dbe4ee; } .progress .dot.done{ background: var(--sage); } .progress .dot.current{ background: var(--gold); } .card{ background: var(--white); border-radius: 14px; padding: 28px 26px; box-shadow: 0 2px 14px rgba(31,92,74,0.08); border: 1px solid #dbe4ee; } .card.script{ background: var(--green); color: var(--linen); border: none; } .card.script .qlabel{ color: var(--gold); } .card.decline{ background: var(--obsidian); color: var(--linen); } .card.decline .qlabel{ color: var(--gold); } .qlabel{ font-size: 0.72rem; text-transform: uppercase; letter-spacing: 0.1em; color: var(--sage); font-weight: 600; margin-bottom: 8px; } .qtext{ font-size: 1.35rem; line-height: 1.45; font-weight: 600; margin-bottom: 6px; } .qsub{ font-size: 0.95rem; line-height:1.5; opacity: 0.85; margin-bottom: 20px; } .read-aloud{ font-size: 0.72rem; text-transform:uppercase; letter-spacing:0.08em; opacity:0.6; margin-bottom: 6px; } .choices{ display:flex; flex-direction:column; gap: 12px; margin-top: 8px; } button.choice{ appearance:none; border: 2px solid var(--green); background: var(--white); color: var(--green); font-size: 1.05rem; font-weight: 600; padding: 16px 18px; border-radius: 10px; text-align:left; cursor:pointer; transition: all 0.12s ease; } button.choice:hover{ background: var(--green); color: var(--white); } button.choice:active{ transform: scale(0.98); } .script button.choice{ border-color: var(--gold); background: transparent; color: var(--linen); } .script button.choice:hover{ background: var(--gold); color: var(--obsidian); } textarea.other-input{ width:100%; border-radius:8px; border:2px solid #c7d3e2; padding:12px; font-size:1rem; font-family:inherit; margin-top:4px; resize:vertical; min-height:60px; } .nav-row{ display:flex; justify-content: space-between; margin-top: 22px; } .link-btn{ background:none; border:none; color: inherit; opacity:0.65; font-size:0.85rem; cursor:pointer; text-decoration: underline; padding:6px 0; } .primary-btn{ background: var(--gold); color: var(--obsidian); border:none; font-weight:700; padding: 14px 22px; border-radius: 10px; font-size:1rem; cursor:pointer; width:100%; margin-top: 10px; } .primary-btn:hover{ background:#e0a83d; } .summary-list{ list-style:none; padding:0; margin: 0 0 18px; } .summary-list li{ display:flex; justify-content:space-between; gap: 12px; padding: 10px 0; border-bottom: 1px solid #dbe4ee; font-size: 0.95rem; } .summary-list li span:first-child{ color:#5a6b62; font-weight:600; } .summary-list li span:last-child{ text-align:right; font-weight:600; color: var(--green); } .tag{ display:inline-block; padding: 4px 10px; border-radius: 999px; font-size:0.72rem; font-weight:700; text-transform:uppercase; letter-spacing:0.05em; } .tag.qualified{ background: var(--sage); color: var(--obsidian); } .tag.review{ background: var(--gold); color: var(--obsidian); } .copy-btn{ background: var(--green); color:var(--white); border:none; padding: 12px 18px; border-radius: 10px; font-weight:600; cursor:pointer; width:100%; margin-top: 6px; } .copy-btn:hover{ background:#24456b; } .copied-msg{ text-align:center; font-size:0.85rem; color: var(--green); margin-top:8px; height: 16px; }<\/style>\n<p><\/head><body><\/p>\n<div class=\"app\"> <\/p>\n<header> <\/p>\n<h1>Retirement Consultation Screener<\/h1>\n<p> <pee>Read each question aloud as written. Tap the caller’s answer to continue.<\/pee> <\/header>\n<p> <\/p>\n<div class=\"progress\" id=\"progress\"><\/div>\n<p> <\/p>\n<div id=\"card\"><\/div>\n<p><\/div>\n<p><script>\/\/ ---------------------------------------------------------------\/\/ EDIT THIS if you want responses auto-logged somewhere (n8n webhook,\/\/ Airtable via n8n, etc). Leave blank to just show the on-screen summary.const SUBMIT_WEBHOOK_URL = \"\"; \/\/ e.g. \"https:\/\/your-n8n-host\/webhook\/awrpc-screener\"\/\/ ---------------------------------------------------------------const state = { step: \"intro\", answers: {}, history: []};const TOTAL_SCORED_STEPS = 4; \/\/ for progress dots (age, assets, status, advisor)function goTo(step){ const current = steps[state.step]; if(!current || !current.silent){ state.history.push(state.step); } state.step = step; render();}function back(){ if(state.history.length){ state.step = state.history.pop(); render(); }}function restart(){ state.step = \"intro\"; state.answers = {}; state.history = []; render();}function setAnswer(key, value){ state.answers[key] = value;}const steps = { intro: { type: \"script\", label: \"Welcome \u2014 read this first\", text: \"\\u201cHi! Are you calling to schedule a complimentary consultation with Advanced Wealth?\\u201d\", choices: [ { label: \"Continue to questions\", action: () => goTo(\"age\"), primary: true } ] }, age: { progress: 1, label: \"Question 1 \u00b7 Age\", text: \"Before we schedule your complimentary consultation, may I ask if you're age 59 or older, or planning to retire within the next few years?\", choices: [ { label: \"59 or older\", action: () => { setAnswer(\"age\",\"59 or older\"); goTo(\"assets\"); } }, { label: \"Retiring within 3 years\", action: () => { setAnswer(\"age\",\"Retiring within 3 years\"); goTo(\"assets\"); } }, { label: \"No \/ not applicable\", action: () => { setAnswer(\"age\",\"No\"); goTo(\"declineAge\"); } }, ] }, declineAge: { type: \"script\", label: \"Not a fit \u2014 read this\", text: \"\\u201cAt this time these consultations are designed for individuals who are approaching retirement or already retired. Thank you for calling.\\u201d\", choices: [ { label: \"End call \/ start new call\", action: restart, primary: true } ] }, assets: { progress: 2, label: \"Question 2 \u00b7 Investable Assets\", text: \"Approximately how much do you have saved for retirement or investments?\", sub: \"This can include 401(k)s, IRAs, brokerage accounts, CDs, savings, pensions with lump-sum options, or other investments.\", choices: [ { label: \"$200,000 or more\", action: () => { setAnswer(\"assets\",\"$200,000 or more\"); goTo(\"status\"); } }, { label: \"$100,000 \u2013 $199,999\", action: () => { setAnswer(\"assets\",\"$100,000\u2013$199,999\"); goTo(\"status\"); } }, { label: \"Less than $100,000\", action: () => { setAnswer(\"assets\",\"Less than $100,000\"); goTo(\"declineAssets\"); } }, ] }, declineAssets: { type: \"script\", label: \"Below minimum \u2014 read this\", text: \"\\u201cThank you for sharing that. At this time these complimentary consultations are reserved for individuals with at least $200,000 in investable retirement assets.\\u201d\", choices: [ { label: \"End call \/ start new call\", action: restart, primary: true } ] }, status: { progress: 3, label: \"Question 3 \u00b7 Retirement Status\", text: \"Which best describes your situation?\", choices: [ { label: \"Already retired\", action: () => { setAnswer(\"status\",\"Already retired\"); goTo(\"advisor\"); } }, { label: \"Recently retired\", action: () => { setAnswer(\"status\",\"Recently retired\"); goTo(\"advisor\"); } }, { label: \"Planning to retire within 5 years\", action: () => { setAnswer(\"status\",\"Planning to retire within 5 years\"); goTo(\"advisor\"); } }, { label: \"Still working, reviewing options\", action: () => { setAnswer(\"status\",\"Still working, reviewing options\"); goTo(\"advisor\"); } }, ] }, advisor: { progress: 4, label: \"Question 4 \u00b7 Current Advisor\", text: \"Are you currently working with a financial advisor?\", choices: [ { label: \"Yes\", action: () => { setAnswer(\"advisor\",\"Yes\"); goTo(\"advisorYesNote\"); } }, { label: \"No\", action: () => { setAnswer(\"advisor\",\"No\"); goTo(\"checkQualified\"); } }, ] }, advisorYesNote: { type: \"script\", label: \"Reassurance \u2014 read this, then continue\", text: \"\\u201cGreat. Many of our clients already have an advisor and simply want a second opinion.\\u201d\", choices: [ { label: \"Continue\", action: () => goTo(\"checkQualified\"), primary: true } ] }, \/\/ Routes to booking if qualified, straight to summary if not checkQualified: { silent: true, route: () => { const a = state.answers; const qualified = a.age !== \"No\" && a.assets !== \"Less than $100,000\"; goTo(qualified ? \"booking\" : \"summary\"); } }, booking: { type: \"booking\" }, closing: { type: \"script\", label: \"Wrap up the call \u2014 read this\", text: \"\\u201cYou're all set! You'll receive a confirmation by email and text with your appointment details, including the office location or Zoom link. If you need to reschedule or have questions, please use the contact information provided in your confirmation. We look forward to meeting with you!\\u201d\", choices: [ { label: \"Finish call\", action: () => goTo(\"summary\"), primary: true } ] }, summary: { type: \"summary\" }};const BOOKING_URL = \"https:\/\/live.vcita.com\/site\/401Kanalysis\/online-scheduling\";function renderProgress(activeStepNum){ const el = document.getElementById(\"progress\"); el.innerHTML = \"\"; for(let i=1;i<=TOTAL_SCORED_STEPS;i++){ const d = document.createElement(\"div\"); d.className = \"dot\"; if(activeStepNum && i < activeStepNum) d.className += \" done\"; if(activeStepNum && i === activeStepNum) d.className += \" current\"; el.appendChild(d); }}function render(){ const s = steps[state.step]; const card = document.getElementById(\"card\"); if(s.silent){ s.route(); return; } if(s.type === \"summary\"){ renderProgress(TOTAL_SCORED_STEPS + 1); renderSummary(card); return; } if(s.type === \"booking\"){ renderProgress(TOTAL_SCORED_STEPS + 1); renderBooking(card); return; } renderProgress(s.progress || null); let cardClass = \"card\"; if(s.type === \"script\") cardClass += \" script decline\"; let html = `<\/p>\n<div class=\"${cardClass}\">`; html += `<\/p>\n<div class=\"qlabel\">${s.label}<\/div>\n<p>`; if(s.type === \"script\"){ html += `<\/p>\n<div class=\"read-aloud\">Read aloud to caller<\/div>\n<p>`; } html += `<\/p>\n<div class=\"qtext\">${s.text}<\/div>\n<p>`; if(s.sub){ html += `<\/p>\n<div class=\"qsub\">${s.sub}<\/div>\n<p>`; } if(s.customInput){ html += `<textarea class=\"other-input\" id=\"otherInput\" placeholder=\"Type what the caller said...\"><\/textarea>`; html += `<button class=\"primary-btn\" id=\"continueBtn\">Continue<\/button>`; } else { html += `<\/p>\n<div class=\"choices\">`; s.choices.forEach((c, idx) => { html += `<button class=\"choice\" data-idx=\"${idx}\">${c.label}<\/button>`; }); html += `<\/div>\n<p>`; } html += `<\/p>\n<div class=\"nav-row\">`; html += state.history.length ? `<button class=\"link-btn\" id=\"backBtn\">\u2190 Back<\/button>` : `<span><\/span>`; html += `<button class=\"link-btn\" id=\"restartBtn\">Start over<\/button>`; html += `<\/div>\n<p>`; html += `<\/div>\n<p>`; card.innerHTML = html; if(s.customInput){ document.getElementById(\"continueBtn\").onclick = () => { const val = document.getElementById(\"otherInput\").value.trim(); s.onContinue(val); }; } else { card.querySelectorAll(\"button.choice\").forEach(btn => { btn.onclick = () => s.choices[btn.dataset.idx].action(); }); } const backBtn = document.getElementById(\"backBtn\"); if(backBtn) backBtn.onclick = back; document.getElementById(\"restartBtn\").onclick = () => { if(confirm(\"Clear this call's answers and start a new one?\")) restart(); };}function renderBooking(card){ let html = `<\/p>\n<div class=\"card\">`; html += `<\/p>\n<div class=\"qlabel\">They Qualify \u2014 Set Up the Consultation<\/div>\n<p>`; html += `<\/p>\n<div class=\"read-aloud\">Read aloud to caller<\/div>\n<p>`; html += `<\/p>\n<div class=\"qtext\">\"I'll pull up Dr. Barbara Walker-Green's calendar and get your consultation scheduled.\"<\/div>\n<p>`; html += `<\/p>\n<div class=\"qsub\">Open the scheduler below in a new tab, pick a time with the caller while they're still on the line, then confirm the date and time back to them.<\/div>\n<p>`; html += `<a class=\"primary-btn\" style=\"display:block;text-align:center;text-decoration:none;\" href=\"${BOOKING_URL}\" target=\"_blank\" rel=\"noopener\">Open Scheduling Page \u2192<\/a>`; html += `<\/p>\n<div style=\"margin-top:18px;\">`; html += `<label style=\"font-size:0.8rem;font-weight:600;color:#5a6b62;display:block;margin-bottom:6px;\">Confirmed appointment (optional, for the summary)<\/label>`; html += `<input type=\"text\" id=\"apptInput\" placeholder=\"e.g. Tues 7\/28 at 2:00 PM\" value=\"${state.answers.appointment || \"\"}\" style=\"width:100%;padding:12px;border-radius:8px;border:2px solid #c7d3e2;font-size:1rem;\">`; html += `<\/div>\n<p>`; html += `<button class=\"primary-btn\" id=\"continueBtn\" style=\"background:var(--sage);\">Continue \u2014 Confirm With Caller<\/button>`; html += `<\/p>\n<div class=\"nav-row\">`; html += `<button class=\"link-btn\" id=\"backBtn\">\u2190 Back<\/button>`; html += `<button class=\"link-btn\" id=\"restartBtn\">Start over<\/button>`; html += `<\/div>\n<p>`; html += `<\/div>\n<p>`; card.innerHTML = html; document.getElementById(\"continueBtn\").onclick = () => { setAnswer(\"appointment\", document.getElementById(\"apptInput\").value.trim()); goTo(\"closing\"); }; document.getElementById(\"backBtn\").onclick = back; document.getElementById(\"restartBtn\").onclick = () => { if(confirm(\"Clear this call's answers and start a new one?\")) restart(); };}function renderSummary(card){ const a = state.answers; const qualified = a.age !== \"No\" && a.assets !== \"Less than $100,000\"; let html = `<\/p>\n<div class=\"card\">`; html += `<\/p>\n<div class=\"qlabel\">Call Summary<\/div>\n<p>`; html += `<\/p>\n<div class=\"qtext\" style=\"margin-bottom:14px;\">`; html += qualified ? `<span class=\"tag qualified\">Qualified<\/span>` : `<span class=\"tag review\">Needs Review<\/span>`; html += `<\/div>\n<p>`; html += `<\/p>\n<ul class=\"summary-list\">`; html += li(\"Age\", a.age); html += li(\"Investable assets\", a.assets); html += li(\"Retirement status\", a.status); html += li(\"Has current advisor\", a.advisor); if(qualified && a.appointment){ html += li(\"Consultation booked\", a.appointment); } html += `<\/ul>\n<p>`; html += `<button class=\"copy-btn\" id=\"copyBtn\">Copy summary to clipboard<\/button>`; html += `<\/p>\n<div class=\"copied-msg\" id=\"copiedMsg\"><\/div>\n<p>`; html += `<\/p>\n<div class=\"nav-row\" style=\"margin-top:16px;\">`; html += `<button class=\"link-btn\" id=\"backBtn\">\u2190 Back<\/button>`; html += `<button class=\"link-btn\" id=\"restartBtn\">Start new call<\/button>`; html += `<\/div>\n<p>`; html += `<\/div>\n<p>`; card.innerHTML = html; document.getElementById(\"backBtn\").onclick = back; document.getElementById(\"restartBtn\").onclick = () => { if(confirm(\"Start a new call? This clears the current answers.\")) restart(); }; document.getElementById(\"copyBtn\").onclick = async () => { const text = buildSummaryText(a, qualified); try{ await navigator.clipboard.writeText(text); document.getElementById(\"copiedMsg\").textContent = \"Copied \u2713\"; }catch(e){ document.getElementById(\"copiedMsg\").textContent = \"Couldn't copy \u2014 select and copy manually.\"; } if(SUBMIT_WEBHOOK_URL){ fetch(SUBMIT_WEBHOOK_URL, { method: \"POST\", headers: {\"Content-Type\":\"application\/json\"}, body: JSON.stringify({ ...a, qualified, timestamp: new Date().toISOString() }) }).catch(()=>{}); } };}function li(label, value){ return `<\/p>\n<li><span>${label}<\/span><span>${value || \"\u2014\"}<\/span><\/li>\n<p>`;}function buildSummaryText(a, qualified){ return [ `Retirement Consultation Screener \u2014 ${qualified ? \"QUALIFIED\" : \"NEEDS REVIEW\"}`, `Age: ${a.age || \"\u2014\"}`, `Investable assets: ${a.assets || \"\u2014\"}`, `Retirement status: ${a.status || \"\u2014\"}`, `Has current advisor: ${a.advisor || \"\u2014\"}`, ...(qualified && a.appointment ? [`Consultation booked: ${a.appointment}`] : []) ].join(\"\\n\");}render();<\/script><\/body><\/html>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-template-blank.php","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-14","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/14","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/comments?post=14"}],"version-history":[{"count":36,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/14\/revisions"}],"predecessor-version":[{"id":1365,"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/pages\/14\/revisions\/1365"}],"wp:attachment":[{"href":"https:\/\/awrpc.info\/index.php\/wp-json\/wp\/v2\/media?parent=14"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}