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.	Navigate to the Discovery administration page by clicking your likeness in the upper right area and selecting Discovery from the platform menu. 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.	Navigate to the Discovery administration page by clicking your likeness in the upper right area and selecting Discovery from the platform menu. Click the page icon adjacent to the completed interview. Did they type any special requests in the "Client Comments" field, which is at the bottom of the report?	Two minutes.
✅ Open and assess the Asset-Map Report.	Consider applying a stencil such as the Building Blocks/Conversation Basics or the Integrations stencil. What questions would you ask the client about the financials on the map? Here is a good list to start. What opportunities do you see? (Interpret an 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.	Learn about the Client Portal	Two minutes.
✅ Schedule the client meeting.	Will it be virtual or in person?

*estimated

Tag: next steps, prospecting, prospect

12/2024