A form that allows an advisor to take notes during or after a meeting with a client. When form is submitted, the meeting summary email is sent to the primary and secondary client(s). The form may also be linked to your task management software and CRM software using Zapier. Click here to test a sample.
- Pre-formatted note-taking blocks
- Ability to add list of individual tasks for advisor and client
- Form submission sends summary email to client with client-facing notes and tasks
- Form submission sends copy of summary email to advisor with client-facing notes, tasks, and internal notes
(Automation / integration setup not included with template).
Terms & Conditions of Sale