Automating client reviews stands out as one of the most significant efficiency gains for any advice practice. Developed by Jessica Lamb at Practice Dynamix, this guide dives into the simple steps you can take to leverage Xplan’s automation capabilities to transform your review process and unlock your team’s full potential today.
Advisely TeamThanks for the review process guide, this will be helpful for our business. Couldn't come at a better time, we are currently in the midst of evaluating our processes, and I am specifically focusing on the review workflow as my first update.
Advisely TeamThanks for sharing Sally.Warncken – we're so pleased to hear that this is useful for you!
If you find that others in your network are evaluating their processes, please share the guide with them, too.
Plus, if you have any questions or need advice, do head over to the discussion forums. Both Tangelo and jessica.lamb, who helped the Twomeys practice map out and automate their review process in Xplan, have open threads for you to ask them questions– check them out here:
