4.0-Meeting

Checklist should be created via Zapier when a virtual meeting is scheduled through Calendly

The name of the checklist should be the meeting date:

YYMMDD-LastNameFirstInitials-Meeting

This will be created to make Garrett get shit done on the right dates and template the pre and post-meeting process. 

AGENDA

Create inside 2.0 Client Meetings

Create a new agenda from the previous agenda OR based on a template for our financial planning process. 

Naming convention: YYMMDD-LastNameFirstInitials-Agenda

Update the first agenda page to the correct date for the meeting. 

Complete the agenda and any action items your LAZY ASS didn't do yet.

Please take the Agenda and any AgendaSupport# and combine them into a single PDF. 

Make sure each page of the PDF is readable and right side up when scrolling through.

Put in 2.0 Client Meetings

Please delete all AgendaSupport# after you have combined them. We do not need them after that point. 

Put the agenda in eMoney: Meeting Documents --> Agendas

This task will ONLY pop up if I am making Trades.

My goal is to either upload the signed PDF copy from an in-person meeting during the meeting to 6.0 Uploads or directly afterward in the car. 

If it is virtual, just check-in with me for any changes.

For Client Tasks

Below, copy and paste the client action items from the Recap. The bullets/numbering should disappear but it should still look neat. This will be transported to the follow-up email that I send out two weeks after the meeting. 

For Halyard Tasks

If something has a (DONE) next to it, do nothing with those action items. 

If you KNOW something is done but it doesn't say so, please put a (DONE) next to it. 

For all truly incomplete tasks on our end, please put into Wealthbox and tie it to the correct Client

Please put in a reasonable due date for all tasks. Do your best when deciding the urgency. I can always change the due date if I feel it isn't important to get done as quickly as you put. Air on the side of early but possible.

Move all files relating to the completed meeting from 4.0 Client Meetings and 6.0 Uploads into the correct client folder. 

Make sure every file has the same date also - for ease of searching. 

You should be able to Cut & Paste the google documents into the correct client folder.

Mark this complete if there is no need for us to follow-up on any action items.

DON'T SEND IMMEDIATELY - FORMAT TO BULLET POINTS OR SOMETHING

We did it, team!

Now mark this complete - PDF this checklist and put it in the Client folder on the Google Drive!