How to agree a plan with a client and follow it through

Most advisory meetings end with an agreed list of things to do, and most of those lists end up in somebody's notes. Client Plans keeps the list somewhere both of you can see it, next to the client's figures, so the next meeting starts from what got done rather than from what anyone remembers.

Writing the plan

1. Open the ledger and go to Client Ledger Settings, then Client Plans.
2. Click Add Plan and give it a title. A client can have as many plans as you need.
3. Click Add step for each thing you agreed.
4. Add a meeting note against a step to record what was discussed and when.
5. Drag steps into the order they should happen.

How your client follows it

Once a plan has a step and the client's portal is open, it appears on the portal's Plan tab. Your client reads the plan where they read their accounts, ticks off a step when it is done, and can leave a comment on it. You read the comment on the same step and post a reply.

Only your firm can write, reorder or remove steps. Your client can tick and comment, nothing more, so the plan always stays the one you agreed.

Why keep it beside the numbers

A plan to lift margins means more when the margin chart is one tab away. Pair a plan with the client's Dashboard and a Custom Ratio, and each review can show whether the agreed steps moved the figure they were meant to move.

Plans live in the Client Portal, so set that up first. There is also a how-to video for client plans.