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prospect as a client in the platform.
Next, the prospect will be prompted to complete the Your Life survey and receive their results.
Once complete, the practice will be notified via email that the prospect has completed the Your Life survey. The practice can then reach out to the client to discuss their scores in more detail. It creates an excellent opportunity to see if they’d be interested in discussing how you can align their finances to what they truly value in life or if they would be suitable for an advice appointment.
How do I get my practice URL link for the Your Life Landing page
We will create your own unique Your Life URL at your request, simply ask our support team.
I have my Your Life lead magnet URL, now what?
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Should you need some help with Marketing ideas, blog/social posts or email templates you can access all the Your Life Marketing materials here.
If you need assistance with adding the Your Life URL link to your website you can find further help here.
Otherwise, if you need any other support, please contact our support team by submitting a support request.
To learn more about Lead magnets review our guide, What is a Lead Magnet? [Best Practices]