My client (or prospect) has finished the online interview, or the interview has timed out. Now what?
What's next? | How? | ⏲️ How long does it take?* |
✅ Convert a completed or closed Discovery interview into a Household. | Press "+" (create household icon) on the Discovery admin page adjacent to the completed interview. | Under a minute. |
✅ Open and assess the Discovery client data entry report. Decide to save the report for future reference. | Two minutes. | |
✅ Open and assess the Asset-Map Report. |
| Up to half an hour. |
✅Invite the client to view their map on their Client Portal, or send them a copy of their map (email a PDF or mail them a hard copy following your compliance department's requirements) asking for changes needed prior to your meeting with them. | Two minutes. | |
✅ Schedule the client meeting. | Will it be virtual or in person? |
|
*estimated
Tag: next steps, prospecting, prospect
3/2024