To view systems about the update or review process, see Digital Fortress’ Resource Library or the lesson titled Systematize Your Practice. Add Client to the Annual Review Process in CRM (Client Ratings A+ and A) For more information about client survey process, view Digital Fortress’ lesson titled Execute Client Surveys. Schedule on Calendar the Recurring for Acknowledgements Your Practice Observes To deliver a higher level of service to your clients, it is important to get systems in place to acknowledge the important days in their lives. For this reason, we have systems in place to call clients, to send a card, and to send a gift for client birthdays. The following chart indicates which Clients receive the appropriate acknowledgements, based upon their ratings. Client Contact Breakdown View the document found in Digital Fortress’ Resource Library or within the lesson titled Create Your Client Communication Strategy. No matter how you recognize your client’s special reoccurring events (e.g., birthday, wedding anniversary, client anniversary), it is important to set up your reminders so you don’t miss any occasions. Schedule on Calendar Periodic Update or Review Annually, Semi-annually, or Quarterly Enter All Information Retrieved from Implementation Appointment in CRM Some of the information you may wish to maintain in your CRM system from the Extensive Personal Questionnaire are: Drink preference Plant preference Hobbies Favorite restaurant Favorite author Additional advisors Some of the information you may wish to maintain in your CRM system from the New Account Application (s) are: Driver’s license number
To view systems about the update or review process, see Digital Fortress’ Resource Library or the lesson titled Systematize Your Practice. Add Client to the Annual Review Process in CRM (Client Ratings A+ and A) For more information about client survey process, view Digital Fortress’ lesson titled Execute Client Surveys. Schedule on Calendar the Recurring for Acknowledgements Your Practice Observes To deliver a higher level of service to your clients, it is important to get systems in place to acknowledge the important days in their lives. For this reason, we have systems in place to call clients, to send a card, and to send a gift for client birthdays. The following chart indicates which Clients receive the appropriate acknowledgements, based upon their ratings. Client Contact Breakdown View the document found in Digital Fortress’ Resource Library or within the lesson titled Create Your Client Communication Strategy. No matter how you recognize your client’s special reoccurring events (e.g., birthday, wedding anniversary, client anniversary), it is important to set up your reminders so you don’t miss any occasions. Schedule on Calendar Periodic Update or Review Annually, Semi-annually, or Quarterly Enter All Information Retrieved from Implementation Appointment in CRM Some of the information you may wish to maintain in your CRM system from the Extensive Personal Questionnaire are: Drink preference Plant preference Hobbies Favorite restaurant Favorite author Additional advisors Some of the information you may wish to maintain in your CRM system from the New Account Application (s) are: Driver’s license number
Convert_Prospects_to_New_Clients-Implementation_and_Allocation_Appointments_Quick_Start_Guide.docx