Roadmap for Seasoned Advisors
Here’s your clear, 7-step Roadmap
to help you get started quickly and get the most out of CRB.
1
EXPORT YOUR "TOP 50" CLIENTS
Go into your current CRM and sort your clients by “asset” and “premium,” in order to identify your Top 50 clients. Make sure to export their birth date, anniversary date, email, mobile #, and origination date. Export into a CSV file.
CLICK HERE for instructions on this.
2
AND THEIR FAMILY MEMBERS
Depending on the CRM you use, you may be able to export family members at the same time. When it comes to “relationships”, you want to remember their family members too, not just the client..
CLICK HERE to Start.
3
IMPORT INTO CRB
Import those clients and their family members into CRB.
CLICK HERE to see how to do this.
4
DONE
That’s all you need to do initially. Your CRB account is preset to start sending important reminders.
CLICK HERE to see how to do this.
5
EXPORT THE REST OF YOUR PEOPLE
Go into your current CRM and export the rest of your clients/prospects. Make sure to export their birth date, anniversary date, email, mobile #, and origination date. Export into a CSV file.
CLICK HERE for help.
6
IMPORT INTO CRB
Import those clients/prospects into CRB.
CLICK HERE for help.
7
SEGMENT INTO A'S, B'S, C'S
Segment those people into lists so you can keep track of your Most Important People.
CLICK HERE for help.
Schedule a LIVE Start-Up Session?
LIVE Start-up Sessions are available, where one of our specialists will help you get started. CLICK HERE to schedule yours today.