Project template for financial advisors
Servicing requests template with every task dated from the day you start
Every client request on a board: received, documents, submitted, done.
- 4 sections
- 4 tasks
- Opens as a board
- Dated from day 1
Servicing requests
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Received
- Example: Tan - change of addressDay 2
Waiting for documents
- Example: Lim - fund switchDay 3Needs the signed switch form.
Submitted
- Example: Wong - premium mode to monthlyDay 4Submitted. Check in three days.
Done
- Example: Ng - beneficiary nomination updatedConfirmed to client.
About this template
Address changes, fund switches, premium mode changes, reinstatements, surrenders. They are small, they are many, and the client remembers the one you forgot. A card per request, four columns.
Tips from the template
- Card title: "Client - request".
- Nothing sits in Received for more than a day.
- Tell the client when it moves to Done.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Servicing requests and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
Topic, invites, content, the session, and the follow-up that turns attendees into appointments.
5 sections, 17 tasksFour weeks of posts, comments and connection requests, aimed at conversations rather than likes.
4 sections, 12 tasksA dinner or a family day for your best clients, planned in six weeks with the guest list first.
4 sections, 14 tasks
Questions
Run it with the dates filled in.
Book a walkthrough to see the templates in the app.