Skip to main content

Make a Household and Asset-Map Using the Manual Option

Create a Client, Prospective, Sample, and Stencil household

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

The key steps in making a Household (and Asset-Map) manually are:

  1. Click the Add a Household button;

  2. Choose Manually;

  3. Designate the Type of Household (Client, Prospective, Sample or Stencil);
    ​
    👉 A "Stencil" is a custom overlay of financials defining groups of financials you desire, or a demographic, family situation or work situation.
    👉 A "Sample" is a demonstration Asset-Map that you create to give to clients, prospects, or use in group settings to introduce them to the Asset-Map process.
    👉 A "Prospective" is a household that, in the sales process, is not yet your client.
    👉 A "Client" purchases services or products from you.


    (The status can be changed at any time after the household is made from the Household Details page.)

  4. Enter general Household information and specific Member and Legal Entity information;

  5. Then apply financials to the member by using a stencil or by adding invidual tiles.

    1. Add a financial

    2. Apply a stencil

6/2025

Did this answer your question?