Workflow Seeds

P0 – Marketing

P1 – People

P2 – Plan

P4 – Provision

Money In

Money Out

Plan Updates & Sales Support

General Support

Unique Life Events

  • Client Passing – don’t use yet
  • Client Illness – don’t use yet
  • Client Marriage – don’t use yet
  • Client Newborn – don’t use yet

Name

P5 – Team

P6 – Culture