Forum Discussion
courtney.youngblutt
2 days agoIress Team
AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...
jaclyn.bazin4
7 hours agoExploring Newcomer
Hello Courtney,
In reviewing an old workflow for a practice, it became obvious many steps could now be made redundant and replaced with automation - interested in seeing how you would simplify & automate parts of this original process.
- Prepare Prospect Pack (Admin)
- Send Prospect Pack to Prospect (Admin)
- Update FSG sent details in Xplan (Admin)
- Schedule Appointment (Admin)
- Send Appt Confirmation (Admin)
- Follow Up Pre-Appt information from Prospect (Admin)
- Print Fact Find, Risk Profile, Authority To Access Information & Letter of Engagement (Admin)
- Prepare Appt Pack (Admin)
- Send Appt reminder (Admin)
- Conduct the Appt (Adviser)
- Complete Appt File Note (Adviser)
- Scan Appt documents
- Send Authority to Access Form
- Enter Fact find into Xplan
- Follow Up Providers for Authority to Access
- Enter product details into Xplan
Thank you, I look forward to your feedback and suggestions!