Introducing Note Templates | Wealthbox CRM

Blog/ Product & Company

Introducing Note Templates

August 24, 2021

Advisors who value strong client relationships know that keeping track of the important details is crucial for building trust. Whether preparing for a graduation, upcoming vacation, or a major life event, advisors who remember details about their clients’ lives, preferences, and portfolios are typically better suited to provide helpful advice from the get-go.

But as many advisors will admit, taking notes for these life events can be repetitive and time-consuming, stealing valuable time away from other pressing tasks. When taking meeting notes, advisors often find themselves re-entering the same kind of information, such as:

  • Who was on the call?
  • Which service tiers were discussed?
  • What opportunities are available?
  • What are the next steps?
  • And more…

Wouldn’t it be easier if there were a library of templates to use as a basis for starting and organizing new notes? Well, now there is: Today we’re happy to introduce note templates in Wealthbox!

How It Works

With note templates, it’s easy to add consistent notes for contacts, opportunities, and projects. Simply choose a template from the list, and the note template will automatically pre-fill into the publisher at the top of the Wealthbox dashboard. From there, you can edit the text and @-mention clients before posting the note content to the activity stream.

Note templates are available now, so all Wealthbox users can begin creating their own today.

Learn more about how to create your own templates here.

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