Before, during, and after a client meeting, there can be a lot of benefits for your client to have access to their completed tool.
Some of these benefits include:
- Priming their thoughts before the meeting with you to elevate their conversation
- Viewing their answers continuously during a meeting as you use your screens to navigate between various software programs and presentation materials
- Refreshing their memory after the meeting of the vision and goals that will keep them motivated to implement the strategies you recommend
In order to share your client’s completed tools with them, log into the Money Quotient website and navigate to the client submissions area. Once you’ve selected a completed tool, tap the “Share” button to capture a unique link for your client.