Answer: Follow up and try to get them to schedule a meeting!
When a prospect fills in the Financial Health Quiz, you'll get an e-mail with Subject: "New Prospect to Contact: [%prospect@email.com%]." The main Advisor Dashboard (link here) also has a list of prospects who have completed a quiz.
This notification is a major opportunity. A prospect who has completed a quiz is taking planning seriously, and is engaged with your messages.
Take these steps to turn the quiz into a Meeting
Review the Quiz Results
In the notification e-mail, you can click the link to review the prospect's full responses and familiarize yourself with their situation. The notification e-mail will also contain specific suggestions for conversation topics.- Give the prospect a call
If you have the time to call them right away, they may appreciate a call to discuss the quiz while it's top of mind - Start a Follow-up Campaign
If you can't get a hold of them, start another campaign!
Harbor has a built-in multi-step campaign to automatically follow up on quiz completions and try to schedule a meeting (see campaign).
To trigger it, click the "Personalize Follow-Up" button you can find at the bottom of the lead campaign. You'll be taken to a page where you're asked to make a minor edit
To maximize chance of conversion, you'll be asked to personalize the message by [%including examples of any relevant action ideas%]. You can take these directly from the notification message, or enter your own. - Follow Up in Bulk
If you lose track of who has done the quiz or not, you can easily start the Quiz Results Follow-Up main Advisor Dashboard by selecting it from the dropdown menu (link here).
