Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
Hello Courtney,
In reviewing an old workflow for a practice, it became obvious many steps could now be made redundant and replaced with automation - interested in seeing how you would simplify & automate parts of this original process.
- Prepare Prospect Pack (Admin)
- Send Prospect Pack to Prospect (Admin)
- Update FSG sent details in Xplan (Admin)
- Schedule Appointment (Admin)
- Send Appt Confirmation (Admin)
- Follow Up Pre-Appt information from Prospect (Admin)
- Print Fact Find, Risk Profile, Authority To Access Information & Letter of Engagement (Admin)
- Prepare Appt Pack (Admin)
- Send Appt reminder (Admin)
- Conduct the Appt (Adviser)
- Complete Appt File Note (Adviser)
- Scan Appt documents
- Send Authority to Access Form
- Enter Fact find into Xplan
- Follow Up Providers for Authority to Access
- Enter product details into Xplan
Thank you, I look forward to your feedback and suggestions!
