TouchPoint Workflow 1 - First Meeting
The first of five time-saving workflow diagrams we've mapped out for enabling you to set up your financial planning software workflows. These will save you and your staff hundreds of hours white-boarding your advice processes. Suitable for holistic wealth advisers as well as life insurance specialists.
Workflow 1 consists of 7 tasks with 16 step options mapped out from initial input of client data, confirming the first meeting with the client through to diarising the second meeting and all the steps in-between.
You can spend your valuable time working this out and building it yourself...or you can short-cut and get started by purchasing this workflow template.
Also available as a discounted bundled set of all five workflow templates.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items* - *note: bundled set offer excluded.
GST, shipping and discounts will be calculated at checkout.