Welcome!

@Pete Dixon Hello! Yes, here is the example for Wealthbox. :)

@Lauren Bernal The document I attached is what we call a whiteboard document. It's basically an easy way to view the workflow so that it's easier to build out in the CRM once you are ready to do so :)

Hi @Pete Dixon! To maintain a proactive client review process all within Wealthbox, this is what we would recommend: 1. Task Setup: The process begins by assigning a task to schedule client reviews. A task template can be ideal for consistency with a description to run a review custom field (or tag if you prefer) for the month. This is linked to the contact record for easy tracking and future access. 2. Custom Fields/Tag: Each client has an "annual review" custom field (or tag) that is set up during onboarding. This allows for specific review dates (e.g., January, February) to be tracked, ensuring that no client is forgotten. 3. Search and List Creation: A task is created to pull a list of clients for a given month (e.g., January), based on their custom field or tag. This is done proactively, allowing ample time to schedule reviews and avoid short notice. Both stem from the Contact section on the left navigation menu. 4. Email Templates: Once the list is created, a bulk email is sent to clients using a client review scheduling template, which includes a personalized greeting (using mail merge for first names or nicknames) and a link to a calendar scheduling tool (e.g., GReminders or Calendly). 5. Follow-Up Tasks: If clients don't book their appointments, a follow-up task can be set up to remind the user to check for unbooked clients and follow up with them, ensuring appointments are confirmed. The goal is to use automation and templates to streamline the scheduling process, saving time and ensuring reviews are scheduled efficiently.