Add scheduled onboarding invitees to advisor tracker and CRM
Add scheduled onboarding invitees to advisor tracker and CRM
Your onboarding invites lack structured intake and contact records, leaving coordinators unprepared. It captures invitee details, logs them in your tracker and CRM and sends pre-call instructions same day.
Overview
Scheduling without structured intake leaves advisor coordinators scrambling and delays onboarding readiness. This flow captures the invitee, ensures contact and intake details are logged, and delivers prep instructions same day so coordinators arrive ready.