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Your CRM · step 2 of 2

Your CRM — starting from financial advisors

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Advisory books run on households: the couple is the client, and their accounts hang off the household. Should accounts (IRA, 401k, brokerage) be records under each household?

Question 2 of 4

Do you actively prospect (seminars, referrals you chase, lists) — or does new business arrive mostly by referral, making a prospect pipeline dead weight?

Question 3 of 4

The heartbeat of an advisory book is the review meeting. Should every household carry a review schedule the CRM enforces — quarterly, semiannual, annual per household?

Question 4 of 4

Last one — what do you call a piece of new business? Whatever you pick is the word your whole CRM uses, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Timestamped, unedited contact notes — the audit posture — or standard editable notes?

Optional · question 6

Money moves at 59½, 65, 73. Should the CRM surface clients approaching each milestone automatically?

Optional · question 7

Beneficiaries and centers of influence — should heirs, CPAs, and attorneys be records linked to the household?

Optional · question 8

Track assets you don't manage — the 401k at work, the crypto — for the full picture, or only what you bill on?

Optional · question 9

Should your CRM have a Meetings tab with calendar sync — or does scheduling stay entirely in your calendar app?

Optional · question 10

Email marketing — should your CRM connect to a Mailchimp-style tool so your lists and contacts stay in step?

Skipped questions use the standard setup.
Your build · Financial advisors№ 20260922·draft
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