J. Wright already in the CRM: asks before creating
Matching
24 guests: 9 clients · 5 guests of clients · 9 new contacts · 1 to confirm
Step 3 / 4
Drafting the follow-ups
One note per guest, based on the event topic
To Daniel Brooks · from Mike Sullivan
Thank you for joining us on Tuesday
Hi Daniel, thank you for coming to our retirement income seminar. You asked about turning savings into a monthly paycheck. I would be glad to walk through your situation. Would a short call next week work?
Follow-up drafts
One per guest, in the advisor's drafts
23Draft
Call tasks for warm leads
Guests who asked for a meeting
4Draft
Step 4 / 4
The advisor reviews, then it logs
23 follow-ups and 4 call tasks
Waiting for Mike Sullivan
Approve
2:41 PM
9 new contacts added, tagged "Oct 14 seminar"
2:41 PM
23 follow-ups saved in the advisor's drafts
2:41 PM
4 call tasks created for advisors
2:41 PM
J. Wright: waiting for a decision before any record is created