Conduct client meeting

Prepare for client meeting

This function is only available once the survey has been completed. Thorough preparation for the client meeting by the relevant staff member is essential and two preparation options are outlined below.

Prepare for client meeting using hard copy report

• Select  ‘Administer surveys’
• Identify the relevant client + select ‘Reports’
• Select ‘Generate Preliminary Priorities Report (PPR)’
• Select a report style (default style is Contemporary)
• ‘Select a format’ (from drop-down menu e.g. Excel, PDF etc)
• Select ‘Export’
• Print report
• Prepare as required

Prepare for client meeting online

• Select ‘Administer surveys’
• Select client from the client list
• Select ‘Actions’
• Review issues + suggested remedies + edit/modify as required
• Identify + select your recommended service provider
• When all actions have been reviewed + recommended providers identified, generate an initial Priorities Report (PR) by selecting ‘Report’
• To generate this report, select ‘Report’ at the end of the ‘Prepare client meeting’ process; or
• Select ‘Administer surveys’
  • Select client from the client list
  • Select ‘Reports’
  • Select ‘Generate Priorities Report (PR)’
  • Select a report style (default style is Contemporary)
  • ‘Select a format’ e.g. Excel, PDF etc.
  • Select ‘Export’

Run client meeting

Once thorough client meeting preparation has been completed, the relevant staff member meets with the client to work through the issues identified in the survey process and agree on appropriate actions.

To conduct the client meeting online with the client:

• Select ‘Administer surveys’
• Select client from the client list
• Select ‘Actions’
• Review issues + suggested remedies with client and edit/modify as required
• Seek client agreement on the following:
  • Required action
  • Action date
  • Appropriate service provider
• Once all issues/actions have client agreement (including any items deferred or completed), referral emails can be sent at the conclusion of the client meeting.

NB: Referral emails are grouped together for each Service Provider to avoid multiple emails being sent. To send referral emails, select the relevant option (‘Email to self’, or ‘Email to provider’)

• Complete meeting + generate Priorities Report (PR)

Create ARM opportunity

If the client agrees to a course of action the Adviser can quickly create an ARM opportunity.

To create an opportunity:

• Select ‘Administer surveys’  
• Select client from the client list
• Select ‘Actions’
• Identify the relevant action + select the ‘Create opportunity’ hyperlink

The opportunity will be populated with the basic WITY details and the adviser can access the opportunity to add additional information.