Business Development

FOLLOW UP FROM DISCOVERY MEETING

Client Follow Up

Call prospect within 2-3 days after the discovery meeting to check in and ask a few questions:

  • What did you like / what didn’t you like about the meeting? OR I wanted to follow up with you about what we discussed in the meeting did anything in particular resonate with you?
  • Is there anything we can help you with in terms of clarification or follow up?
Send a follow up letter or email that reiterates a few key goals and sets expectations for next steps
 
  • In the correspondence with the prospect (letter, email, or phone call) ask for additional information that you still need to create the financial plan
  • If you are needing documents from the client, send this list and highlight whatever is needed at this stage; once received documents will be scanned into eMoney vault by Client Service Associate
  • If you used the new method of discovery, include follow up notes from that conversation using the template below