Duration: 60 minutes
Focus: How to use the AI Template Builder to capture a client’s story during the first meeting and gather enough detail to build a proposal without overwhelming the prospect.

What you will learn:

• How to build a conversational first-meeting form that guides the advisor through the discovery conversation
• How to send a completed form back to the client prefilled for review and verification
• How to build a post-first-meeting form with optional fields so prospects can share what they have without feeling pressured
• How conditional fields work to keep forms short and relevant
• How to embed a calendar link so prospects can book their next appointment directly from the form