Easy Guide to Client Journey and Automated Tags in CRM #
In this guide, we’ll walk through a client’s journey from the start to the end of the application process. Along the way, different tags are automatically added to their profile in your CRM. These tags help you track their progress and ensure they receive the right follow-ups.
Eligibility Survey Submission #
When a client completes and submits the eligibility survey, a tag is automatically added to their profile. This tag helps identify that the client has finished the first important step in the process.
- Tag Added:
ACA Survey Submitted 2024
Plan Selection #
After the client chooses the plan they want to enroll in, the system adds another tag to their profile. This shows that the client has selected a plan and is moving forward in the process.
- Tag Added:
Plan Selected
Agent Consent Submission #
When the client signs and submits the agent consent form, a tag is automatically applied to their profile. This tag confirms that the client has agreed to the necessary terms and is ready to proceed.
- Tag Added:
Agent Consent Submitted
Final Application Review and Submission #
Once the client reviews and submits their final application, a new tag is added to their profile. This tag indicates that the client has officially completed their application and is enrolled in the chosen plan.
- Tag Added:
Application Consent Submitted
Scheduling a Call or Appointment #
If the client schedules a call or appointment, a tag is automatically added as soon as the meeting is set. This tag helps track that the client has scheduled a meeting and ensures they receive the necessary reminders.
- Tag Added:
Call Appointment Set
Summary #
These tags are automatically added to a client’s profile at different stages of their journey. They help you keep track of where the client is in the process and ensure they get the right follow-ups at the right time. This way, you can focus on providing great service while the system takes care of the details.
Frequently Asked Questions (FAQs) #
- What is the purpose of the tags in the CRM? The tags in the CRM are used to track a client’s progress through different stages of their journey. They help automate follow-ups and ensure that the client receives the right communication based on their actions.
- When is the ACA Survey Submitted 2024 tag added? This tag is automatically added when a client completes and submits the eligibility survey. It marks the completion of the first step in the process.
- How does the system know when a client has selected a plan? Once a client chooses a plan, the system automatically adds the Plan Selected tag to their profile. This shows that the client has made a choice and is moving forward.
- What happens after a client signs the agent consent form? After the client signs and submits the agent consent form, the system adds the Agent Consent Submitted tag to their profile, confirming that they’ve agreed to proceed with the plan.
- What is the significance of the Application Consent Submitted tag? This tag is added when the client submits their final application. It indicates that the application process is complete, and the client is now enrolled in their chosen plan.
- How is the Call Appointment Set tag used? The Call Appointment Set tag is automatically added when a client schedules a call or appointment. It helps ensure the client receives follow-up reminders about their scheduled meeting.
- Can I manually add these tags if needed? Yes, if for some reason a tag isn’t automatically added, you can manually add it to the client’s profile through the CRM. This ensures that the process continues smoothly.
