Routine template for financial advisors
Client servicing routine that reminds you when each one is due
Reviews booked, birthdays sent, claims chased, the CRM kept clean: the service that keeps clients.
- 6 routines
- 3 at a set time
- Reminders when they are due
Client servicing
Days and times are the pack's own. Change any of them after you add it.
- Birthday and milestone messagesEvery weekday at 9:30
- Book 3 review meetings3 times a week
- Chase open claimsEvery Tue and Thu at 11:00
- Update the CRM after every meetingEvery weekday at 17:30
- Clean the CRM: stages, owners, dead leadsEvery month on the 1st
- Lapse and renewal checkEvery month on the 2ndPull the month's overdue premiums and call before the grace period ends.
About this pack
Clients leave advisors they never hear from. These routines keep the contact steady: reviews booked weekly, a birthday or milestone message every day, the open claims chased twice a week, and a monthly sweep of the cards.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Client servicing and open it. Every routine is ticked, with its day and time.
- 3Untick any you don't want. A routine you already have is shown, and it isn't added twice.
- 4Press Add. Each one reminds you on WhatsApp or Telegram when it is due, until you tick it off.
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6 routines
Questions
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.