The Prospect Outreach workflow is a four task process that is resolved once the prospect has been contacted, followed up with, and all four tasks have been tagged as completed.
Team Roles required in Workflow: Advisor
Step 1:
First task is created, called "Review Prospect List", and it is assigned to the Team Role: Advisor. It is expected the Advisor reviews an internal prospect list to determine who should be contacted.
- Task one is due one day after the Prospect Outreach request is created.
Step 2:
Second task is created, called "Define Target Message", and is assigned to the Team Role: Advisor. Based on the prospects identified, the Advisor is expected create or use a message to contact the prospects.
- Task two is due three days after the "Define Target Message" task is created.
Step 3:
Third task is created, called "Track Client Action", and it is assigned to the Team Role: Advisor. No matter the means, electronically, via mail, or as an in-person conversation, the advisor should track the conversations and interactions had with the prospects and the should be added to the CRM as Contacts.
- Task three is due 14 days after the "Track Client Action" task is created.
Step 4:
Fourth task is created, called "Prospect Follow", and it is assigned to the Team Role: Advisor. This task reminds the Advisor to follow up with the prospect after a few weeks. Once confirmed that all four tasks are completed, the Request status will update to Complete.
- Task four is due 21 days after the "Prospect Follow" task is created.
Here is a list of the default fields that are included in the Request, as well as they type of information that is needed in each field. It is possible, as a System Administrator, to customize these fields within all Requests, including updating the existing names, removing fields, or adding different fields.
