Attach post-meeting survey data to client profiles quickly
Attach post-meeting survey data to client profiles quickly
Your post-meeting survey responses go unprocessed, leaving advisors without timely feedback for client coaching. Get responses added to client profiles so advisors can follow up the same day.
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Overview
Stop advisors hunting for post-meeting feedback — those insights should live in the client record the moment a survey is submitted. This flow writes responses, notes, and tags so program coordinators can prioritize outreach and follow up the same day.