Post-Mutual Commitment Meeting
Objective: Gather all information for our vault of information to better give direction.
Process 1
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Step 1: Send E-Money activation for them to review once I ask Jack that he has received transfer of accounts. (need to connect on back end and test this process before connecting and adding to the email letter for this)
Step 2: Send off Confirmation and review for Mutual Commitment and mention when you’ll meet again.
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Email Template 1 to Send follow up letter confirmation,
schedule and send out the Advanced Plan Meeting
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Include information regarding that they will receive a login email from eMoney. Template Needs to be updated with instructions for EMoney
Step 3: Make sure their account on eMoney is set up and working and give them the connection. Make excell sheet and save peoples logins for future reference/add to it.
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Step1: Link RedTail with Emoney
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Step 2: Send login email FROM eMoney
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Step 3: Send digital eMoney packet RE: info about eMoney
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Step 4: In your calendar and Redtail set reminder to reach back out 30 days letter so that by 45 you could have already had your meeting.
Resources
Template 1: Mutual Commitment Follow up Letter
Instructions for Connecting eMoney with your clients. (still need)