Session Companion Guide
AI for Every Stage of the Client Journey
The best client relationships run on the right information at the right time. This guide shows you how to collect it — consistently, efficiently and without asking the same question twice.
10Lifecycle stages
25+AI prompts
5Live sessions
9Blind spot checks
Before you use any prompt in this guide — these prompts help you collect client information. They are not designed to give financial advice, tax guidance or investment recommendations. Only use AI features if your firm's compliance department or broker-dealer has approved them. When in doubt, ask your compliance officer first.
The tool
Meet the AI Template Builder
Every prompt in this guide goes here. Open the AI Template Builder, paste a prompt, and PreciseFP drafts a working form you can review and personalize.
app.precisefp.com / templates / new
Before you start
Three Ways to Build a Form
PreciseFP already has validated templates ready to install. The AI form builder works alongside them — not as a replacement. Know which approach to use before you start.
Already Built for You
Some forms in PreciseFP are validated and ready to send. Install them and use them as-is — do not rebuild with AI.
Use as-isRisk Tolerance Questionnaire · Custodial Onboarding · Financial Fact Finders · Estate Planning · Tax Filing Checklist
Start Here, Then Personalize
Install a template from the library, then use a short AI prompt to give it your firm's voice — a warm greeting, plain-language explanations, your tone.
Good to personalizeFinancial Consultation · Onboarding Questionnaire · Financial Fact Finder · Personal Information Review
Build It Yourself
For forms that don't exist in the library, use the AI form builder from scratch. Copy the prompt, paste it into the AI Template Builder and your form is ready in seconds.
Build from scratchCheck-ins · Feedback surveys · Life event forms · Milestone conversations
Where to find templates. In PreciseFP go to Templates › Form Library. Search by name or use the category filter. Click Install to add any template to your account, then open it to customize or send. Always add your logo, headshot and brand colors before sending — a form that looks like your firm gets completed more often than a generic one.
Make it personal before every send. Before you send any form to an existing client, open their record and find one personal detail — a recent life event, a sports team they follow, a family milestone. Ask AI to rewrite the greeting using that detail. The form questions stay the same. The opening line makes them feel seen.
The five sessions
Follow Along Session by Session
Each accordion matches one session. Open it to find the forms, prompts and tips covered that week. Everything is here — no note-taking required.
Session 01 · First Impressions▾
Session 01 · May 7, 2026 · 1:00–2:00 PM CT
AI for Lead Qualification and Pre-Meeting Preparation
The problem this session solves: PreciseFP has powerful AI tools built in — and this session makes sure you know exactly where they are and how to use them. We start with orientation, then move straight into practice: two templates installed, branded and customized before the session ends.
Walkthrough: Session walkthrough: a quick orientation to where AI lives in PreciseFP and how to use this guide. Then two live installs — the Financial Consultation template published as a public contact form via Web Publisher and the Onboarding Questionnaire customized and ready to send the moment someone reaches out.
You leave this session able to: put a public contact form on your website and send a personalized qualifier to every new prospect — both installed, branded and customized before the session ends.
00
Contact Us
Goal: Give prospects a way to reach you and express interest
Name, contact info, what prompted their inquiry, referral source and preferred service type. Short enough for a cold visitor to complete without hesitation.
This is your contact us form. It lives on your website and does the first qualifying conversation for you while you sleep — no delivery email needed because prospects find it themselves.
Install. Go to Templates › Form Library › Lead Generation and install the Financial Consultation template.
Brand it first. Add your logo, headshot and brand colors before publishing. A form that looks like your firm converts better than a generic one.
Personalize the welcome page. Use the sparkle ✦ icon to add two or three sentences about who you work best with. This self-selection is the whole point — the right prospects will recognize themselves and complete it. The wrong ones will leave.
Publish and put it everywhere. Use Web Publisher to get a public link. Add it to your website contact page, email signature, LinkedIn bio and any directory profiles where your firm is listed.
Check it weekly and respond fast. Speed of response to a cold inbound lead is one of the strongest signals a prospect uses to judge your firm. Respond within one business day.
Install. Go to Templates › Form Library › Lead Generation and install the Financial Consultation template.
Brand it first. Add your logo, headshot and brand colors before publishing. A form that looks like your firm converts better than a generic one.
Personalize the welcome page. Use the sparkle ✦ icon to add two or three sentences about who you work best with. This self-selection is the whole point — the right prospects will recognize themselves and complete it. The wrong ones will leave.
Publish and put it everywhere. Use Web Publisher to get a public link. Add it to your website contact page, email signature, LinkedIn bio and any directory profiles where your firm is listed.
Check it weekly and respond fast. Speed of response to a cold inbound lead is one of the strongest signals a prospect uses to judge your firm. Respond within one business day.
01
Lead Qualifier
Goal: Qualify the prospect after they reach out, before the meeting is confirmed
Preferred name, why they reached out, top priorities and meeting preference — plus financial range questions on household income, investments, real estate and net worth. This is the qualifying layer.
This quick form gives me a little context before we connect. It should only take a minute.
Someone filled in the contact form. Now send this before you confirm a meeting — their answers tell you whether they are the right fit and give you context for the conversation.
What the form actually asks. The Onboarding Questionnaire includes financial range questions — household income, investments, real estate and net worth — each as a simple range selector. This is the qualifying layer. A prospect who selects “up to $75,000” in household income and “up to $100,000” in investments is telling you something important before you ever speak to them. A prospect who selects “more than $250,000” and “more than $500,000” is telling you something different. That context changes the conversation you prepare for.
Install. Install the Onboarding Questionnaire from the Forms Library.
Personalize the welcome page. Use the sparkle ✦ icon to add a warm greeting with macros like [%client.first.name%] and [%advisor.first.name%] — see the full macro list. Keep it warm and low-pressure — this is not a fact-find, it is a short step before the conversation.
Send timing. Send after they contact you, before the meeting is confirmed. Their answers help you decide whether to move forward and what to focus on when you do.
What the form actually asks. The Onboarding Questionnaire includes financial range questions — household income, investments, real estate and net worth — each as a simple range selector. This is the qualifying layer. A prospect who selects “up to $75,000” in household income and “up to $100,000” in investments is telling you something important before you ever speak to them. A prospect who selects “more than $250,000” and “more than $500,000” is telling you something different. That context changes the conversation you prepare for.
Install. Install the Onboarding Questionnaire from the Forms Library.
Personalize the welcome page. Use the sparkle ✦ icon to add a warm greeting with macros like [%client.first.name%] and [%advisor.first.name%] — see the full macro list. Keep it warm and low-pressure — this is not a fact-find, it is a short step before the conversation.
Send timing. Send after they contact you, before the meeting is confirmed. Their answers help you decide whether to move forward and what to focus on when you do.
Session 02 · From Story to Proposal▾
Session 02 · May 14, 2026 · 1:00–2:00 PM CT
AI for First Meetings and Pre-Onboarding
The problem this session solves: The first meeting is where trust is built. This session covers one form — the Financial Fact Finder — that captures the client story and the financial detail in a single send, right after the meeting while everything is still fresh. No repeated questions. No lost context.
Walkthrough: Live demo: install the CRM-specific Financial Fact Finder that matches your tech stack. Show how to use it as a live conversation guide during the meeting. Send it back to the client prefilled after the meeting and show what the confirmation step looks like. Then show how the submitted data flows directly into your CRM without manual re-entry.
You leave this session able to: walk out of every first meeting with the goals, concerns and financial detail you need to build a credible proposal — captured once, confirmed once, entered into your CRM automatically.
02
First Meeting — Fact Find
Goal: Capture goals, concerns and enough financial detail to build a credible proposal
Family situation, goals with timelines, concerns, income and asset ranges, liabilities, account types, insurance basics and professional contacts. Everything needed to build a meaningful proposal.
Don't worry about perfect numbers right now — I just want the big picture.
One form, sent within a few hours of the meeting ending while everything is still fresh.
Install. Choose the Financial Fact Finder from the Forms Library that matches your CRM — Redtail, eMoney, RightCapital, MoneyGuidePro and Asset-Map versions are all available. If you do not use a CRM integration, the standard Financial Fact Finder works fine.
Use it in the meeting. Open it on your screen as a conversation guide. Work through it together rather than sending it as homework — clients share more in conversation than they do filling in a form alone.
Or send it right after. If the meeting runs long or the client prefers to fill it in at home, send it within a couple of hours while the conversation is still fresh.
After they submit. Send it back prefilled with a note: here is what I captured — does this feel right? It takes 30 seconds and signals you were actually listening. It also catches anything misheard before it becomes a planning error.
Use an AI notetaker. If you use an AI meeting notetaker, export what it captured into PreciseFP to prefill the form before sending. Clients confirm rather than re-enter. If anything is still outstanding after submission, follow up with a short checklist rather than restarting the whole form.
Add the RTQ and your calendar link at the end. After the fact finding section, add the prebuilt Risk Tolerance Questionnaire from the Forms Library. Then embed your calendar link on the thank you page. One link gives the client everything — fact find, risk tolerance and a scheduled meeting time.
Personalize the welcome page using the sparkle ✦ icon before sending. The AI works one page at a time.
Install. Choose the Financial Fact Finder from the Forms Library that matches your CRM — Redtail, eMoney, RightCapital, MoneyGuidePro and Asset-Map versions are all available. If you do not use a CRM integration, the standard Financial Fact Finder works fine.
Use it in the meeting. Open it on your screen as a conversation guide. Work through it together rather than sending it as homework — clients share more in conversation than they do filling in a form alone.
Or send it right after. If the meeting runs long or the client prefers to fill it in at home, send it within a couple of hours while the conversation is still fresh.
After they submit. Send it back prefilled with a note: here is what I captured — does this feel right? It takes 30 seconds and signals you were actually listening. It also catches anything misheard before it becomes a planning error.
Use an AI notetaker. If you use an AI meeting notetaker, export what it captured into PreciseFP to prefill the form before sending. Clients confirm rather than re-enter. If anything is still outstanding after submission, follow up with a short checklist rather than restarting the whole form.
Add the RTQ and your calendar link at the end. After the fact finding section, add the prebuilt Risk Tolerance Questionnaire from the Forms Library. Then embed your calendar link on the thank you page. One link gives the client everything — fact find, risk tolerance and a scheduled meeting time.
Personalize the welcome page using the sparkle ✦ icon before sending. The AI works one page at a time.
Tip: The open-text answers about goals and concerns are your most valuable long-term asset. Store them verbatim in your CRM. In two years, referencing exactly what a client said in the first meeting about what success looks like to them is one of the most powerful relationship signals you can demonstrate.
Delivery email · Subject: Before we build your plan — one form to complete
Hi [Client first name],
Great meeting today. Before I put your plan together, I want to capture a few details while everything is fresh.
Before you open the form, quickly gather the following:
1. A rough estimate of your net worth and monthly expenses
2. Details on any investment accounts — type, approximate value
3. Insurance coverage you currently hold
4. CPA or attorney contact information if applicable
When you are ready, click the link below. The form takes about ten minutes — skip anything that does not apply and share what you can. The more specific you are the more tailored your plan will be.
[Form link]
— [Advisor first name]
Great meeting today. Before I put your plan together, I want to capture a few details while everything is fresh.
Before you open the form, quickly gather the following:
1. A rough estimate of your net worth and monthly expenses
2. Details on any investment accounts — type, approximate value
3. Insurance coverage you currently hold
4. CPA or attorney contact information if applicable
When you are ready, click the link below. The form takes about ten minutes — skip anything that does not apply and share what you can. The more specific you are the more tailored your plan will be.
[Form link]
— [Advisor first name]
Session 03 · Onboarding Without the Chaos▾
Session 03 · May 21, 2026 · 1:00–2:00 PM CT
AI for Account Opening and Compliance
The problem this session solves: Account opening is where the client experience either holds up or falls apart. This session builds a suitability form that collects everything you need in the right order — so account opening goes smoothly the first time.
Walkthrough: Live demo: build the suitability form live using the AI Template Builder. Walk through each section as it generates. Then show the Data Quality Score and how it tracks KYC completeness across your book. Add the Risk Tolerance Questionnaire from the Forms Library as a separate step and explain why you never build this one with AI.
You leave this session able to: collect every field required to open an account cleanly the first time with no missing fields and no NIGO risk.
03
Suitability and Account Opening
Goal: Build a suitability form that matches your new account opening platform — in the exact field order your platform requires
Legal name, date of birth, Social Security number, address, employment and marital status — plus full suitability fields, trusted contact and beneficiary. Every field required to open an account.
This is the only stage where we need precise details. After this everything gets easier.
✦ Form Builder — Suitability form
Create a client data collection form with two main sections.
Section 1: Household Financial Information
Include these required fields in this order:
Annual Salary — numeric field with dollar sign. Help text: Employer, Social Security, Pension, Investments, Household Income.
Net Worth — numeric field with dollar sign.
Liquid Net Worth — numeric field with dollar sign. Help text: Investments that can be liquidated, checking, savings, etc.
Tax Rate — dropdown.
Investable Assets — numeric field with dollar sign.
Source of Wealth — text field. Help text: Income from earnings, household income, inheritance, gift, etc.
Annual Expenses — numeric field with dollar sign. Help text: Rent, mortgage, utilities, loans, child support, etc.
Special Expenses — optional text box, defaults to 0 if blank. Help text: Down payment for home or vehicle, education, major medical expenses, etc.
Time Frame for Special Expenses — dropdown.
Banking Institution Name — text field.
Subsection: Investment Experience
Investment Knowledge — dropdown, required.
Do you have any investment experience? — dropdown, required. Help text: Investment experience includes employer plans, investment funds held elsewhere, stocks, bonds, annuities, etc.
Subsection: Investment Objective and Purpose
Investment Objective — dropdown, required.
Investment Purpose — dropdown, required.
Risk Tolerance — dropdown, required. Options: Conservative, Moderate, Aggressive.
Time Horizon — dropdown, required.
Liquidity Needs — dropdown, required.
Section 2: Trusted Contact and Beneficiary
Subsection: Trusted Contact
First Name.
Last Name.
Phone Number — include country code.
Relation to Client.
Address Line 1.
City.
State or Province.
ZIP or Postal Code.
Email Address. Help text: A trusted contact is a person we can reach out to if we are unable to get in touch with you. This person cannot make account changes or access information.
Subsection: Beneficiary
First Name — required.
Last Name — required.
Social Security Number — required.
Birthdate — required.
Gender — dropdown, required.
Primary or Contingent — dropdown, required.
Section 1: Household Financial Information
Include these required fields in this order:
Annual Salary — numeric field with dollar sign. Help text: Employer, Social Security, Pension, Investments, Household Income.
Net Worth — numeric field with dollar sign.
Liquid Net Worth — numeric field with dollar sign. Help text: Investments that can be liquidated, checking, savings, etc.
Tax Rate — dropdown.
Investable Assets — numeric field with dollar sign.
Source of Wealth — text field. Help text: Income from earnings, household income, inheritance, gift, etc.
Annual Expenses — numeric field with dollar sign. Help text: Rent, mortgage, utilities, loans, child support, etc.
Special Expenses — optional text box, defaults to 0 if blank. Help text: Down payment for home or vehicle, education, major medical expenses, etc.
Time Frame for Special Expenses — dropdown.
Banking Institution Name — text field.
Subsection: Investment Experience
Investment Knowledge — dropdown, required.
Do you have any investment experience? — dropdown, required. Help text: Investment experience includes employer plans, investment funds held elsewhere, stocks, bonds, annuities, etc.
Subsection: Investment Objective and Purpose
Investment Objective — dropdown, required.
Investment Purpose — dropdown, required.
Risk Tolerance — dropdown, required. Options: Conservative, Moderate, Aggressive.
Time Horizon — dropdown, required.
Liquidity Needs — dropdown, required.
Section 2: Trusted Contact and Beneficiary
Subsection: Trusted Contact
First Name.
Last Name.
Phone Number — include country code.
Relation to Client.
Address Line 1.
City.
State or Province.
ZIP or Postal Code.
Email Address. Help text: A trusted contact is a person we can reach out to if we are unable to get in touch with you. This person cannot make account changes or access information.
Subsection: Beneficiary
First Name — required.
Last Name — required.
Social Security Number — required.
Birthdate — required.
Gender — dropdown, required.
Primary or Contingent — dropdown, required.
Match your platform order. Before running this prompt, open your new account opening platform and note the exact field order. Reorder the fields in the prompt to match — what the client fills in should map directly to your platform with no re-entry.
Required fields. Fields marked as required in the prompt will show an asterisk in the form. Clients cannot move forward without completing them. Use required fields for anything that will cause a NIGO if blank — legal name, SSN, date of birth and beneficiary details at minimum.
Prefill everything you already have. Before sending, prefill all existing client data so clients confirm rather than re-enter. A form that arrives half-filled takes half the time.
Required fields. Fields marked as required in the prompt will show an asterisk in the form. Clients cannot move forward without completing them. Use required fields for anything that will cause a NIGO if blank — legal name, SSN, date of birth and beneficiary details at minimum.
Prefill everything you already have. Before sending, prefill all existing client data so clients confirm rather than re-enter. A form that arrives half-filled takes half the time.
Session 04 · Staying Close▾
Session 04 · May 28, 2026 · 1:00–2:00 PM CT
AI for Check-Ins, Reviews and Feedback
The problem this session solves: Client relationships deepen between meetings — when you catch a job change, a new baby or an inheritance before they bring it up. This session builds the check-in cadence that keeps you informed and keeps clients feeling known.
Walkthrough: Live demo: build the three-month check-in form from scratch using the AI Template Builder. This is the first form built live in the series — attendees see the AI creating something that does not exist in the library. Then install the Personal Information Review and show how clients answer Yes, No or Show me my information for each section.
You leave this session able to: run a consistent check-in and review cadence across your entire book at three months, six months and annually — plus collect post-meeting feedback without adding manual work for your team.
04
Three-Month Check-In
Goal: Reinforce engagement and ensure stability in the early months
Income changes, unexpected expenses, benefit updates, new goals and overall confidence in the plan. Designed to be answered in two minutes.
Keep this quick. It helps me stay ahead of changes instead of reacting to them.
✦ Form Builder — 3-month check-in
Create a short three-month check-in form for a new client. Keep it under seven questions. Use yes/no questions as the primary format, each with an optional follow-up text field that expands if they answer yes. Include:
• Any change to household income (yes/no + amount field)
• Any new or unexpected major expenses (yes/no + description field)
• Any changes to employer benefits or coverage (yes/no + description field)
• Any new financial goals that have come up since we last met (yes/no + description field)
• A 1–5 scale for overall confidence in their financial plan right now
• One open field: anything else on their mind financially
Tone: brief, warm and low-pressure — this should feel like a quick check-in from someone paying attention, not a form from a firm.
• Any change to household income (yes/no + amount field)
• Any new or unexpected major expenses (yes/no + description field)
• Any changes to employer benefits or coverage (yes/no + description field)
• Any new financial goals that have come up since we last met (yes/no + description field)
• A 1–5 scale for overall confidence in their financial plan right now
• One open field: anything else on their mind financially
Tone: brief, warm and low-pressure — this should feel like a quick check-in from someone paying attention, not a form from a firm.
Send timing. Three months after onboarding — not as a data exercise, but as a signal that you are paying attention.
Personalize the delivery email. Two sentences: what it is and why you are sending it. Reference their top goal from onboarding.
Response speed. If a client flags a change, respond within 48 hours. Speed of response is part of the experience.
Personalize the delivery email. Two sentences: what it is and why you are sending it. Reference their top goal from onboarding.
Response speed. If a client flags a change, respond within 48 hours. Speed of response is part of the experience.
Tip: Three months in, clients are still forming their opinion of your firm. A form that arrives on time, feels personal and gets a fast response when something is flagged does more for retention than any quarterly report.
Delivery email · Subject: Quick check-in — two minutes, [Client first name]
Hi [Client first name],
Three months in — I wanted to check in with a quick form to make sure nothing has changed that we should talk about. It takes about two minutes. If anything has shifted, just flag it and I will be in touch within 48 hours.
— [Advisor first name]
Three months in — I wanted to check in with a quick form to make sure nothing has changed that we should talk about. It takes about two minutes. If anything has shifted, just flag it and I will be in touch within 48 hours.
— [Advisor first name]
05
Six-Month Check-In
Goal: Identify mid-year changes that could affect planning
New or closed accounts, debt changes, insurance gaps, major life events and retirement plan contribution changes. The mid-year snapshot that keeps the plan current.
✦ Form Builder — 6-month check-in
Create a six-month check-in form for an existing client. Keep it under eight questions. Use yes/no questions with expandable follow-up fields. Include:
• Any new financial accounts opened or closed since we last spoke (yes/no + institution and type fields)
• Any significant changes to debt such as new loans, payoffs or refinancing (yes/no + description field)
• Any changes to insurance coverage or new gaps identified (yes/no + description field)
• Any major life events in the past six months — job change, move, marriage, divorce, new dependent or inheritance (yes/no + description field)
• Any changes to retirement plan contributions or employer match (yes/no + updated amount field)
• A 1–5 scale for how well the client feels the plan reflects their current situation
• One open field for anything coming up in the next six months they want to plan around
Tone: proactive and specific.
• Any new financial accounts opened or closed since we last spoke (yes/no + institution and type fields)
• Any significant changes to debt such as new loans, payoffs or refinancing (yes/no + description field)
• Any changes to insurance coverage or new gaps identified (yes/no + description field)
• Any major life events in the past six months — job change, move, marriage, divorce, new dependent or inheritance (yes/no + description field)
• Any changes to retirement plan contributions or employer match (yes/no + updated amount field)
• A 1–5 scale for how well the client feels the plan reflects their current situation
• One open field for anything coming up in the next six months they want to plan around
Tone: proactive and specific.
Step 1 — Install. Go to Templates › Form Library and install the Personal Information Review template. This template has an average completion time of 2 minutes 40 seconds and is used by 69% of PreciseFP advisors.
Why this template works. Instead of asking clients to fill in new information, it puts what is already on file in front of them and asks: has anything changed?
Step 2 — Enhance with AI. Use the prompt above to personalize the welcome and thank you copy with macros for advisor and client name.
Step 3 — Embed your calendar link. Add your calendar link so clients can confirm information, complete the RTQ and book their meeting time all in one place.
Why this template works. Instead of asking clients to fill in new information, it puts what is already on file in front of them and asks: has anything changed?
Step 2 — Enhance with AI. Use the prompt above to personalize the welcome and thank you copy with macros for advisor and client name.
Step 3 — Embed your calendar link. Add your calendar link so clients can confirm information, complete the RTQ and book their meeting time all in one place.
Tip: Assign this step to support staff. They send and track the form, review submissions and flag changes for advisor review. Advisors only review what has changed.
Delivery email · Subject: Six-month check-in — anything we should talk about?
Hi [Client first name],
Half the year gone already. I am sending this quick form to make sure we are not missing anything before the second half — job changes, new accounts, insurance gaps, anything on the horizon. Takes about three minutes.
— [Advisor first name]
Half the year gone already. I am sending this quick form to make sure we are not missing anything before the second half — job changes, new accounts, insurance gaps, anything on the horizon. Takes about three minutes.
— [Advisor first name]
06
Annual Review Prep
Goal: Make the annual review smooth, accurate and efficient
Life changes, income or employment updates, family changes, insurance and goals for the year ahead. Clients confirm what has changed — not re-enter everything from scratch.
Your annual review is coming up. Before we meet, this short form will put what we have on file in front of you. Just confirm what has changed — it takes about three minutes.
Step 1 — Install. Go to Templates › Form Library and install the Personal Information Review template. This is used by 69% of PreciseFP advisors and has an average completion time of 2 minutes 40 seconds.
Why this template works. Instead of asking clients to fill in information from scratch, it puts what is already on file in front of them and asks: has anything changed?
Step 2 — Personalize page by page. Open the welcome page and use the sparkle ✦ icon to add a warm greeting with macros like [%household.first.name%] and [%advisor.first.name%] — see the full macro list. Open the thank you page and use the sparkle ✦ icon to add a personal closing with your contact details. The AI works one page at a time — do not try to update the whole form in one prompt.
Step 3 — Add your calendar link. Embed your calendar link so clients can confirm information and book their meeting time in one place.
Why this template works. Instead of asking clients to fill in information from scratch, it puts what is already on file in front of them and asks: has anything changed?
Step 2 — Personalize page by page. Open the welcome page and use the sparkle ✦ icon to add a warm greeting with macros like [%household.first.name%] and [%advisor.first.name%] — see the full macro list. Open the thank you page and use the sparkle ✦ icon to add a personal closing with your contact details. The AI works one page at a time — do not try to update the whole form in one prompt.
Step 3 — Add your calendar link. Embed your calendar link so clients can confirm information and book their meeting time in one place.
Tip: Send two to three weeks before the meeting. Completion rates drop sharply when sent less than a week out — clients feel rushed. Assign review prep to a support team member, not the advisor.
Delivery email · Subject: Your annual review is coming up — confirm your information
Hi [Client first name],
Your annual review is [date]. Before we meet I am sending a short form that puts everything we have on file in front of you. Just confirm what has changed — it takes about three minutes and means we can spend the whole meeting on what matters rather than paperwork.
— [Advisor first name]
Your annual review is [date]. Before we meet I am sending a short form that puts everything we have on file in front of you. Just confirm what has changed — it takes about three minutes and means we can spend the whole meeting on what matters rather than paperwork.
— [Advisor first name]
07
Client Feedback
Goal: Gather client insights after the annual review to measure satisfaction
Overall satisfaction, whether questions were answered, referral likelihood, what could be improved and an open field. Six questions, two minutes, read personally by the advisor.
✦ Form Builder — post-review feedback survey
Create a post-annual-review feedback survey. Use exactly these six questions in exactly this order — do not substitute, reorder or add questions.
Question 1: 1–5 radio scale. Label: Overall satisfaction with today's meeting. Options top to bottom: 1 — Very dissatisfied; 2 — Dissatisfied; 3 — Neutral; 4 — Satisfied; 5 — Very satisfied.
Question 2: yes/no radio. Label: Did the meeting cover all the questions or topics you wanted addressed.
Question 3: yes/no radio. Label: Did you feel understood and prioritized as a client during this meeting.
Question 4: open text. Label: What could we do better.
Question 5: 0–10 radio scale. Label: How likely are you to refer a friend or family member to us. Options top to bottom: 0 — Not at all likely; 1; 2; 3; 4; 5; 6; 7; 8; 9; 10 — Extremely likely.
Question 6: radio group. Label: May we follow up with you about your responses. Options: No follow-up needed; Yes — by email; Yes — by phone.
Welcome page: write exactly — Hello [%client.first.name%], thank you for taking a few moments. Your feedback is read personally by your advisor.
Thank you page: write exactly — Thank you [%client.first.name%]. If you have anything else to share please reach out to [%advisor.first.name%] directly at [%advisor.email%] or call us at [%advisor.phone%].
Tone: warm and personal — not a corporate survey.
Question 1: 1–5 radio scale. Label: Overall satisfaction with today's meeting. Options top to bottom: 1 — Very dissatisfied; 2 — Dissatisfied; 3 — Neutral; 4 — Satisfied; 5 — Very satisfied.
Question 2: yes/no radio. Label: Did the meeting cover all the questions or topics you wanted addressed.
Question 3: yes/no radio. Label: Did you feel understood and prioritized as a client during this meeting.
Question 4: open text. Label: What could we do better.
Question 5: 0–10 radio scale. Label: How likely are you to refer a friend or family member to us. Options top to bottom: 0 — Not at all likely; 1; 2; 3; 4; 5; 6; 7; 8; 9; 10 — Extremely likely.
Question 6: radio group. Label: May we follow up with you about your responses. Options: No follow-up needed; Yes — by email; Yes — by phone.
Welcome page: write exactly — Hello [%client.first.name%], thank you for taking a few moments. Your feedback is read personally by your advisor.
Thank you page: write exactly — Thank you [%client.first.name%]. If you have anything else to share please reach out to [%advisor.first.name%] directly at [%advisor.email%] or call us at [%advisor.phone%].
Tone: warm and personal — not a corporate survey.
Send timing. Within 24 hours of the review while the meeting is fresh.
Delivery email. Frame it as a thank-you, not a survey request. Keep the subject line personal.
Review process. Monthly: pull 30 days of responses, group by theme (communication, process and relationship), identify the top issue, assign one fix to one owner. Fix one thing per month — over 12 months that compounds into a meaningfully better client experience.
Delivery email. Frame it as a thank-you, not a survey request. Keep the subject line personal.
Review process. Monthly: pull 30 days of responses, group by theme (communication, process and relationship), identify the top issue, assign one fix to one owner. Fix one thing per month — over 12 months that compounds into a meaningfully better client experience.
Delivery email · Subject: How did we do today, [Client first name]?
Hi [Client first name],
Thank you for coming in today. I put together a short two-minute form — your feedback is read personally by me and genuinely shapes how we work. I appreciate you taking a moment.
— [Advisor first name]
Thank you for coming in today. I put together a short two-minute form — your feedback is read personally by me and genuinely shapes how we work. I appreciate you taking a moment.
— [Advisor first name]
Session 05 · Beyond Onboarding▾
Session 05 · June 4, 2026 · 1:00–2:00 PM CT
AI for Milestones, Life Events and Certification
The problem this session solves: A client turns 59½. A client has a baby. A client sells a business. These are the moments that define a relationship for life — and this session builds the system that makes sure you are ready for every one of them.
Walkthrough: Live demo: name a life event out loud and build the form for it in real time. Then show the milestone form for age 59½ and what triggers it from the CRM.
You leave this session able to: respond to any client life event with a relevant personalized form in under two minutes and build a library your whole team can use so no milestone ever gets missed again. Plus your PreciseFP AI Certified credential.
08
Age-Based Milestones
Goal: Deliver personalized guidance at key financial milestones
Retirement account status, Social Security or Medicare timing, distribution planning and preferred follow-up method. Built for the specific milestone age — five versions in this guide.
✦ Form Builder — Age 50 milestone
Create a milestone check-in form for a client turning 50.
Welcome page: write exactly — Congratulations on turning 50, [%client.first.name%]. We look forward to connecting with you about this milestone.
One section labeled Retirement Questions with these fields in exactly this order:
1. Are you currently contributing to a 401k or IRA? (yes/no)
2. Are you contributing the maximum amount allowed? (yes/no)
3. What is your target retirement age — dropdown: Before 60, 60 to 62, 63 to 65, 65 to 67, 67 to 70, Not sure
4. Would you like to discuss your retirement contributions with your advisor? (yes/no)
5. How would you prefer to follow up — dropdown: Email, Phone call, Video call, No follow-up needed
Do not add any other fields. Do not include financial advice or projections.
Welcome page: write exactly — Congratulations on turning 50, [%client.first.name%]. We look forward to connecting with you about this milestone.
One section labeled Retirement Questions with these fields in exactly this order:
1. Are you currently contributing to a 401k or IRA? (yes/no)
2. Are you contributing the maximum amount allowed? (yes/no)
3. What is your target retirement age — dropdown: Before 60, 60 to 62, 63 to 65, 65 to 67, 67 to 70, Not sure
4. Would you like to discuss your retirement contributions with your advisor? (yes/no)
5. How would you prefer to follow up — dropdown: Email, Phone call, Video call, No follow-up needed
Do not add any other fields. Do not include financial advice or projections.
✦ Form Builder — Age 55 milestone
Create a milestone check-in form for a client turning 55.
Welcome page: write exactly — Congratulations on turning 55, [%client.first.name%]. We wanted to check in with a few quick questions before our next conversation.
One section labeled Retirement Questions with these fields in exactly this order:
1. Are you currently employed by the employer whose retirement plan you participate in? (yes/no)
2. Are you aware of the distribution rules that may apply if you leave your employer this year or later? (yes/no)
3. Would you like your advisor to walk you through your options? (yes/no)
4. How would you prefer to follow up — dropdown: Email, Phone call, Video call, No follow-up needed
Do not include financial advice or projections.
Welcome page: write exactly — Congratulations on turning 55, [%client.first.name%]. We wanted to check in with a few quick questions before our next conversation.
One section labeled Retirement Questions with these fields in exactly this order:
1. Are you currently employed by the employer whose retirement plan you participate in? (yes/no)
2. Are you aware of the distribution rules that may apply if you leave your employer this year or later? (yes/no)
3. Would you like your advisor to walk you through your options? (yes/no)
4. How would you prefer to follow up — dropdown: Email, Phone call, Video call, No follow-up needed
Do not include financial advice or projections.
✦ Form Builder — Age 59½ milestone
Create a milestone check-in form for a client turning 59 and a half.
Welcome page: write exactly — Congratulations on turning 59 and a half, [%client.first.name%]. This is an important milestone — we have a few quick questions before our next conversation.
One section labeled Retirement Questions with these fields in exactly this order:
1. Which account types do you currently hold — multi-select: Traditional IRA, Roth IRA, 401k, 403b, Annuity, Other
2. Do you anticipate needing to take distributions in the next three years? (yes/no)
3. If yes approximately how much per year (text field)
4. Would you like to discuss your withdrawal options with your advisor? (yes/no)
5. How would you prefer to follow up — dropdown: Email, Phone call, Video call, No follow-up needed
Do not include financial advice or projections.
Welcome page: write exactly — Congratulations on turning 59 and a half, [%client.first.name%]. This is an important milestone — we have a few quick questions before our next conversation.
One section labeled Retirement Questions with these fields in exactly this order:
1. Which account types do you currently hold — multi-select: Traditional IRA, Roth IRA, 401k, 403b, Annuity, Other
2. Do you anticipate needing to take distributions in the next three years? (yes/no)
3. If yes approximately how much per year (text field)
4. Would you like to discuss your withdrawal options with your advisor? (yes/no)
5. How would you prefer to follow up — dropdown: Email, Phone call, Video call, No follow-up needed
Do not include financial advice or projections.
✦ Form Builder — Ages 62–70 milestone
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Retirement Questions. Use exactly these 5 fields in exactly this order:
Field 1 — dropdown, label: "What is your current thinking on when to claim Social Security?" — options: As early as possible, At my full retirement age, Delay as long as possible, Not sure yet
Field 2 — yes/no, label: "Have you reviewed your Social Security statement in the past year?"
Field 3 — dropdown, label: "What is your current Medicare status?" — options: Not yet enrolled, Enrolled in Part A only, Enrolled in Parts A and B, Enrolled in Medicare Advantage, Enrolled in a Medigap plan
Field 4 — yes/no, label: "Would you like to discuss Social Security and Medicare timing with your advisor?"
Field 5 — dropdown, label: "How would you prefer to follow up?" — options: Email, Phone call, Video call, No follow-up needed
Welcome page: write exactly — Congratulations on this milestone, [%client.first.name%]. We have a few quick questions we would love to cover before our next conversation.
Create a form with one section labeled Retirement Questions. Use exactly these 5 fields in exactly this order:
Field 1 — dropdown, label: "What is your current thinking on when to claim Social Security?" — options: As early as possible, At my full retirement age, Delay as long as possible, Not sure yet
Field 2 — yes/no, label: "Have you reviewed your Social Security statement in the past year?"
Field 3 — dropdown, label: "What is your current Medicare status?" — options: Not yet enrolled, Enrolled in Part A only, Enrolled in Parts A and B, Enrolled in Medicare Advantage, Enrolled in a Medigap plan
Field 4 — yes/no, label: "Would you like to discuss Social Security and Medicare timing with your advisor?"
Field 5 — dropdown, label: "How would you prefer to follow up?" — options: Email, Phone call, Video call, No follow-up needed
Welcome page: write exactly — Congratulations on this milestone, [%client.first.name%]. We have a few quick questions we would love to cover before our next conversation.
✦ Form Builder — Age 72+ milestone
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Retirement Questions. Use exactly these 5 fields in exactly this order:
Field 1 — multi-select, label: "Which accounts are subject to required minimum distributions?" — options: Traditional IRA, Inherited IRA, 401k, 403b, Other
Field 2 — yes/no, label: "Have you taken your required distribution for this year?"
Field 3 — yes/no, label: "Do you make charitable contributions and would you like to discuss distribution options?"
Field 4 — yes/no, label: "Would you like your advisor to review your distribution plan?"
Field 5 — dropdown, label: "How would you prefer to follow up?" — options: Email, Phone call, Video call, No follow-up needed
Welcome page: write exactly — Congratulations on this milestone, [%client.first.name%]. We have a few quick questions we would love to cover before our next conversation.
Create a form with one section labeled Retirement Questions. Use exactly these 5 fields in exactly this order:
Field 1 — multi-select, label: "Which accounts are subject to required minimum distributions?" — options: Traditional IRA, Inherited IRA, 401k, 403b, Other
Field 2 — yes/no, label: "Have you taken your required distribution for this year?"
Field 3 — yes/no, label: "Do you make charitable contributions and would you like to discuss distribution options?"
Field 4 — yes/no, label: "Would you like your advisor to review your distribution plan?"
Field 5 — dropdown, label: "How would you prefer to follow up?" — options: Email, Phone call, Video call, No follow-up needed
Welcome page: write exactly — Congratulations on this milestone, [%client.first.name%]. We have a few quick questions we would love to cover before our next conversation.
One prompt per age. Each prompt above builds a single age-specific form. Pick the one that matches your client and run it on its own — do not combine them.
When to send. Trigger from your CRM when a client is within 90 days of the relevant age. Build all five forms in advance and store them in your template library so your team can deploy the right one immediately.
Prompt note. If the output does not match the questions listed, check that you pasted the full prompt. The AI will sometimes simplify if the prompt is truncated.
When to send. Trigger from your CRM when a client is within 90 days of the relevant age. Build all five forms in advance and store them in your template library so your team can deploy the right one immediately.
Prompt note. If the output does not match the questions listed, check that you pasted the full prompt. The AI will sometimes simplify if the prompt is truncated.
Delivery email · Subject: A quick milestone check-in, [Client first name]
Hi [Client first name],
You have hit a milestone worth a quick conversation. I am sending a short two-minute form with a few questions so I can come prepared when we connect.
— [Advisor first name]
You have hit a milestone worth a quick conversation. I am sending a short two-minute form with a few questions so I can come prepared when we connect.
— [Advisor first name]
09
Event-Based Collection
Goal: Collect only the information relevant to a specific life event
Specific to the life event — beneficiary updates, account changes, income shifts, estate documents or asset details. Seven event-specific forms in this guide, each under eight questions.
✦ Form Builder — New baby or adoption
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled New Arrival. Use exactly these 5 fields in exactly this order:
Field 1 — text, label: "Child's name"
Field 2 — date, label: "Date of birth or adoption"
Field 3 — yes/no, label: "Do you have an existing will in place?"
Field 4 — yes/no, label: "Do you have an existing 529 account?"
Field 5 — yes/no, label: "Has your life insurance been reviewed in the past 12 months?"
Field 6 — yes/no, label: "Would you like to discuss any of these with your advisor?"
Field 7 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Congratulations, [%client.first.name%]. We wanted to check in with a few quick questions to make sure everything is in order for this exciting new chapter.
Create a form with one section labeled New Arrival. Use exactly these 5 fields in exactly this order:
Field 1 — text, label: "Child's name"
Field 2 — date, label: "Date of birth or adoption"
Field 3 — yes/no, label: "Do you have an existing will in place?"
Field 4 — yes/no, label: "Do you have an existing 529 account?"
Field 5 — yes/no, label: "Has your life insurance been reviewed in the past 12 months?"
Field 6 — yes/no, label: "Would you like to discuss any of these with your advisor?"
Field 7 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Congratulations, [%client.first.name%]. We wanted to check in with a few quick questions to make sure everything is in order for this exciting new chapter.
✦ Form Builder — Marriage
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Recent Changes. Use exactly these 4 fields in exactly this order:
Field 1 — yes/no, label: "Have beneficiary designations been updated on all accounts?"
Field 2 — yes/no, label: "Do both partners have current estate documents?"
Field 3 — yes/no, label: "Would you like to review your combined financial picture with your advisor?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Congratulations, [%client.first.name%]. We have a few quick questions to make sure your financial picture reflects your new chapter together.
Create a form with one section labeled Recent Changes. Use exactly these 4 fields in exactly this order:
Field 1 — yes/no, label: "Have beneficiary designations been updated on all accounts?"
Field 2 — yes/no, label: "Do both partners have current estate documents?"
Field 3 — yes/no, label: "Would you like to review your combined financial picture with your advisor?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Congratulations, [%client.first.name%]. We have a few quick questions to make sure your financial picture reflects your new chapter together.
✦ Form Builder — Divorce
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — yes/no, label: "Have beneficiary designations been updated on your accounts?"
Field 2 — yes/no, label: "Would you like help creating a full account and asset inventory?"
Field 3 — yes/no, label: "Are there income or cash flow changes you would like to discuss?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thank you for letting us know, [%client.first.name%]. We have a few short questions to help us understand where things stand right now.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — yes/no, label: "Have beneficiary designations been updated on your accounts?"
Field 2 — yes/no, label: "Would you like help creating a full account and asset inventory?"
Field 3 — yes/no, label: "Are there income or cash flow changes you would like to discuss?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thank you for letting us know, [%client.first.name%]. We have a few short questions to help us understand where things stand right now.
✦ Form Builder — Job change
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Current Status. Use exactly these 5 fields in exactly this order:
Field 1 — yes/no, label: "Do you have a retirement account with your prior employer to address?"
Field 2 — yes/no, label: "Have you reviewed your new employer retirement plan?"
Field 3 — yes/no, label: "Does your new role include equity compensation such as options or RSUs?"
Field 4 — yes/no, label: "Has your income changed significantly?"
Field 5 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thanks for the update, [%client.first.name%]. We have a few quick questions to make sure nothing falls through the cracks with your job change.
Create a form with one section labeled Current Status. Use exactly these 5 fields in exactly this order:
Field 1 — yes/no, label: "Do you have a retirement account with your prior employer to address?"
Field 2 — yes/no, label: "Have you reviewed your new employer retirement plan?"
Field 3 — yes/no, label: "Does your new role include equity compensation such as options or RSUs?"
Field 4 — yes/no, label: "Has your income changed significantly?"
Field 5 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thanks for the update, [%client.first.name%]. We have a few quick questions to make sure nothing falls through the cracks with your job change.
✦ Form Builder — Inheritance
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — dropdown, label: "Approximate value of the inheritance?" — options: Under $100k, $100k–$250k, $250k–$500k, $500k–$1M, Over $1M
Field 2 — multi-select, label: "Type of assets inherited?" — options: Cash, Securities, Real estate, Retirement account, Business interest, Other
Field 3 — yes/no, label: "Would you like to discuss your options with your advisor?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thank you for letting us know, [%client.first.name%]. We have a few short questions to help us understand the current situation.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — dropdown, label: "Approximate value of the inheritance?" — options: Under $100k, $100k–$250k, $250k–$500k, $500k–$1M, Over $1M
Field 2 — multi-select, label: "Type of assets inherited?" — options: Cash, Securities, Real estate, Retirement account, Business interest, Other
Field 3 — yes/no, label: "Would you like to discuss your options with your advisor?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thank you for letting us know, [%client.first.name%]. We have a few short questions to help us understand the current situation.
✦ Form Builder — Business sale
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — dropdown, label: "Approximate net proceeds from the sale?" — options: Under $500k, $500k–$1M, $1M–$5M, Over $5M
Field 2 — dropdown, label: "Primary goal for the proceeds?" — options: Retirement income, Reinvestment, Estate planning, Philanthropy or Not sure
Field 3 — yes/no, label: "Are you working with other advisors or attorneys on this?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Congratulations, [%client.first.name%]. We have a few quick questions to help us understand where things stand.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — dropdown, label: "Approximate net proceeds from the sale?" — options: Under $500k, $500k–$1M, $1M–$5M, Over $5M
Field 2 — dropdown, label: "Primary goal for the proceeds?" — options: Retirement income, Reinvestment, Estate planning, Philanthropy or Not sure
Field 3 — yes/no, label: "Are you working with other advisors or attorneys on this?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Congratulations, [%client.first.name%]. We have a few quick questions to help us understand where things stand.
✦ Form Builder — Health event
Do not add any fields, sections or questions beyond what is listed below. Do not change the welcome copy. Use the exact label text as written — do not shorten, reword or summarize any label.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — yes/no, label: "Are your power of attorney and healthcare proxy documents current?"
Field 2 — yes/no, label: "Has your estate plan been reviewed recently?"
Field 3 — yes/no, label: "Are there changes to your income or financial needs you would like to discuss?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thank you for letting us know, [%client.first.name%]. We have a few short questions to help make sure everything is in order.
Create a form with one section labeled Current Status. Use exactly these 4 fields in exactly this order:
Field 1 — yes/no, label: "Are your power of attorney and healthcare proxy documents current?"
Field 2 — yes/no, label: "Has your estate plan been reviewed recently?"
Field 3 — yes/no, label: "Are there changes to your income or financial needs you would like to discuss?"
Field 4 — dropdown, label: "What would you prefer as a next step?" — options: Schedule a call, Send more information or No action needed
Welcome page: write exactly — Thank you for letting us know, [%client.first.name%]. We have a few short questions to help make sure everything is in order.
One prompt per event. Each prompt above builds a single event-specific form. Pick the one that matches your client's situation — do not combine them.
Response time. Send the relevant form within 24 hours of the life event being reported.
Build in advance. Have all seven forms ready in your library so your team can deploy in under two minutes — not built on the spot.
Prefill. Always include the client name and any known context from prior forms.
Do not instruct the AI to generate financial advice or planning direction within form copy.
Response time. Send the relevant form within 24 hours of the life event being reported.
Build in advance. Have all seven forms ready in your library so your team can deploy in under two minutes — not built on the spot.
Prefill. Always include the client name and any known context from prior forms.
Do not instruct the AI to generate financial advice or planning direction within form copy.
Tip: Life event forms are the highest-conversion touchpoint in the entire lifecycle. Clients who receive a timely, relevant form after a major event refer at significantly higher rates than those who only receive scheduled check-ins.
Delivery email · Subject: A quick form to help us help you, [Client first name]
Hi [Client first name],
Thank you for letting us know. I want to make sure we are on top of everything this change might affect. This form takes about two minutes — once I have your answers I will be in touch with next steps.
— [Advisor first name]
Thank you for letting us know. I want to make sure we are on top of everything this change might affect. This form takes about two minutes — once I have your answers I will be in touch with next steps.
— [Advisor first name]
Reference
AI Report Builder — Ready-to-Use Prompts
The Report Builder works differently from the form builder. Describe the report you want in plain language and PreciseFP builds it for you.
Engagement Activity Report
Create a report template that will list all engagements created in the last 30 days. Show the engagement title, the contact name and email, the creation date and the current status. Let me filter by title and status.
Client and Co-Client Profile Report
Create a report template that shows personal information (first and last name, date of birth and marital status) and contact information (email, mobile phone, home phone and address) for the client and co-client. List records created in the last 12 months. Include a filter to select between client, prospect or both.
Milestone Outreach List
Create a report that lists all clients who will reach age 50, 55, 59, 62, 65, 70 or 72 within the next 12 months. Show the client name, date of birth, upcoming milestone age and advisor name. Sort by milestone date ascending.
Incomplete KYC Data Report
Create a report that shows all clients with a data quality score below 80. Include the client name, email, advisor name and current data quality score. Let me filter by advisor and by score range.
Tip. The more specific your prompt the better your report. Include the fields you want, any filters, the date range and how you want results sorted.
Save what works. Once you find a prompt tone and structure that gets high completion rates, store it as a template. Export feedback survey responses to Excel monthly to track satisfaction trends, referral likelihood and common themes — then present a one-page summary at your next team meeting.
SSN note. Social Security Numbers are encrypted in PreciseFP and will not export in report output. Do not include SSN in report prompts.
Ready to Put These Prompts to Work?
Open the AI Template Builder, paste any prompt from this guide and your form is ready in seconds.