Client Management (Nov 21)


This 30-minute webinar focuses on automations that can help you deliver a great client experience - one that is genuine and personalised for the client, but also gives you peace of mind that internal processes will be followed in an accurate and timely manner.  

Topics include:

  • Automation Fundamentalshow to use Inherit Job, Delay, Stop, Execute Process and Client Update in your automations 
  • Quarterly reports reminders - free up time and automate the repetitive task of collating client reporting requirements
  • New client onboarding - ensure each new client is onboarded consistently, with the same positive experience
  • Overdue task reminders - ensure nothing gets missed with automatic reminders on overdue tasks.

Click below to play a full recording of the webinar (30 minutes)

Sample Automations 

Click below for quick-access to the sample automations shared in the webinar.




Useful Links 

To download Quick Reference Guides and get user instructions for the sample automations listed above, refer to:

Managing Quarterly Reporting Reminders

Onboarding a New Client

Overdue Task Reminder

Other useful help articles include:

Updated Managing Email Unsubscribes help article

Custom Processes using Views and Summary Notifications 

Displaying Information for Client Groups 

And to learn more about creating custom processes, visit the Process Automation section in help.

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