Sphynx Automation Process Outliner

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Screening QuestionnaireDirectIntro QuestionnaireReferred by Partner
Contact ID
Original ID
Form Name
Welcome to the Process Outliner!
Please read before starting the form

1. This is a long form. Please use the "Save and Next" buttons to advance, unless you have gone back to a previous page and are returning to where you left off. There may be a small delay. If the form does not load, please reresh the page.

2. There is also a "Save and Continue Later" button at the bottom of each page. If you would like to stop and pick up where you left off at a later time, please use this button.

3. If you are unsure of the answer to a question, or if it does not apply to your situation, you may leave it blank.

4. If you have additional information about a section that doesn't correspond to a specific field, you may enter it in the "General Notes" section at the bottom of each page.

5. Finally, when you get to the end of the form you will be asked a few final questions to determine the best next step. Please don't forget to click "Submit" to save your final answers.

Thank you in advance for your reponses!

Initial Client Engagement

This phase occurs once onboarding is completed and you begin the client engagement process. This section is mostly focused on process management and follow-up.
Once the onboarding process is complete, how many meetings do you typically conduct before you present the financial plan or deliverable?
Do you follow a standard sequence of meetings for your process?

YesNoSome meetings are pre-ordered while others are flexible
When do you determine the sequence of non-standard meetings?

At the beginning of the process we determine a general sequence of meetings based on client priorityAs we go through the process we determine the next meeting or meetings at the end of each meetingOther
Please list the details for each meeting in your process. Use the + below to add more lines:
Do you have a process for handling ongoing tasks and client action items?

YesNo
Do you have templates for completing common tasks and client action items?
On average, how long does it take to follow up on action items or missing documents for each client?
In minutes
During the planning / advising process do you frequently miss any of these tasks or find them time-intensive?
General Notes: Planning Process

Welcome to the Process Outliner!

Team Information

Website

Technology

Client Notes & Data

Communication

Calendar & Scheduling

Productivity

Marketing

Financial Planning

Onboarding

Process Management

Automations

General Technology

Marketing

Lead Conversion

Objectives

Initial Meeting

Additional Sales Meetings

Onboarding

Services and Fees

Please tell us what type of services you offer and how you calculate and collect fees.

Disclosures and Contract

Please tell us when and how you send your disclosures and contract.

Information and Documents

Please tell us how you collect client information and documentation.

Initial Client Engagement

Ongoing Relationship

Next Steps

Recommendation