Once the clients have been added to the Client area, you are ready to create your first Roadmap. Roadmaps are basically proposals for your clients to review. In the roadmap, you can start writing the client name and it will automatically prompt you to select the name. This will fill in all of the personal information that was included when you created the client originally.
Once you have added the client, there will be a wide array of questions that will guide your conversation with your client. It’s important to complete number 4 especially because it will appear on the client’s copy of the roadmap. In question 4, you will need to add actionable goals that your client wants to achieve. An example of this would be that a client wants to reduce their debt by 50% by the end of the year. I would make sure that you add all three and these will show up to the client when the roadmap is provided. After you have completed all of the notes, you can move on to choosing a package and modifying the package. All packages at this point should have pricing from the firm pricing page which will ensure that you are achieving your target revenue from Firm Financials.
At this point in the roadmap, you have the ability to add additional features to a package that you select and you can make changes to pricing manually or add pricing bumps from the pricing bump repository in setup. Once you are finished with modifying your package, you can save your changes and proceed. Our platform allows 3 different packages, you have the ability to post the same packages with different payment plans or different packages with the same payment plans.
Payment plans are customizable on a monthly, quarterly and annual basis. After you have add all packages for the client, you can then review branding before sending it to the client. This allows firms to have different branding for different clients if that applies to your situation.
Finally, you will be presented with the roadmap that the client will see. You have the ability to save the roadmap and copy the link to send off to the client to enroll.