See what needs attention
A busy pipeline should not depend on one person remembering every next step. Build a view around your stages, appointments, and follow-up process.
For producers
Keep the next conversation moving.
Shape the tools your team uses to prepare appointments, manage opportunities, and follow up.
01 / For producers
Keep up with a good year
Prepare for the person you’re meeting
Describe what you want to know before an appointment. Shape a meeting brief around the relevant client information and the questions you plan to ask.
02 / For producers
Put the next step in reach
Make the handoff clear
Decide who prepares the work, who reviews it, and who takes the next step. Start with one process that your team repeats.
- Appointment preparation
- Opportunity tracking
- Follow-up for review
Producer starts at $249 a month
Every team member is included, with 250 Assists per month. The Producer plan focuses on winning business; higher plans support additional advisory and investment work.
- 01Describe
The work you want done.
- 02Prepare
A draft you can inspect.
- 03Review
Your decision. Your correction.
- 04Approve
You control the handoff.