An Onboarding Campaign with template emails covering:
A summary of the next steps in your onboarding process
Instructions for clients to link their accounts to Advizr / Orion Planning with snapshots included
Instructions for clients to upload documents to the vault in Advizr / Orion Planning with snapshots included
- Instructions for clients to access their portal on mobile with an overview of the mobile app and snapshots included
Checkout Instructions: Once you purchase the product, you will be able to access a copy of the template as a .doc file. You may open the .doc files in Google Docs or Microsoft word. The document contains comments specifying where you should update the templates, but you may choose to customize further if desired.
We suggest using these campaigns as templates in your email host or CRM software, or setting them up as automated drip campaigns in your email marketing software.