Post-Mutual Commitment Meeting
Objective: Gather all information for our vault of information to better give direction.
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.
Email Template 1 to Send follow up letter confirmation,
schedule and send out the Advanced Plan Meeting
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.
Step1: Link RedTail with Emoney
Step 2: Send login email FROM eMoney
Step 3: Send digital eMoney packet RE: info about eMoney
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.