Inviting Households After Adding Data

To invite a household after data has been entered you will want to do so from their profile. They will still be able to go through the client-led onboarding workflow but will see the data you entered previously and will be able to confirm it.

Take Action: Reach out to any prospects who created an account but haven’t entered any data yet. Encourage them to use it as a tool to get organized, see how they are doing, or introduce them to the concept of their financial vital signs (similar to vital signs they would receive if they went in for a basic health screening). See the Growth Playbook for more details

Pro Tip: Create a sample client similar to your target client. You will find many ways to utilize the sample scorecard and reports in your marketing efforts or as you introduce Elements to others.