Financial Planning Bulk Review Meeting Set Up icon

Financial Planning Bulk Review Meeting Set Up

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Download your free Financial Planning Bulk Review Meeting Set Up template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Financial Planning Bulk Review Meeting Set Up' templateFinancial Planning Bulk Review Meeting Set UpReady to Start2 AutomatorsRun client report and identify which clients should be invited for a reviewCompletedIn Progress4 AutomatorsEmail identified clients their invitations for a financial planning reviewCompletedFollow-up7 AutomatorsIdentify clients who haven't responded, contact them directly, and book their review meetingsCompleted

This template is a financial planning administrative process designed to plan for, and schedule, upcoming financial planning review sessions with existing clients on a periodic basis.

The start date is the day to start planning and the due date is two weeks later. The work assignee is the Admin.

This template is part of the Financial Planning Pack.