Coffee Meeting Follow Up for Advisors

Coffee Meeting Follow Up Form

Advisor to fill out after coffee meeting

• Advisor Completing Form*
  Matt MellierJim Eckley
• Opportunity's First Name*
• Opportunity's Last Name
• Need to draft/send a thank you email for the meeting? (if already sent select "No")*
  YesNo
• Need to draft/send a thank you / update email to the Referrer? (if already sent select "No")*
  YesNo
• Is this person a potential COI?*
  YesNo
• Is this person moving forward as a prospective client?*
  YesNo
• Keep in Touch or Remove from Pipeline?*
  Keep In TouchRemove From Pipeline
• Type of Prospect (if known)
  Full Service PlanningInvestment OnlyPlanning for a Fee onlyUnknown
• Dollar Amount of Opportunity (if known)
• Description of Opportunity*
  Unsure - Will determine in Getting To Know You MeetingAUMAnnual RevenueOne Time Revenue
• Have you already set a date for the Getting to Know You Meeting?*
  YesNo
• Notes (anything special we should mention in the thank you note?)
• Email
  This field is for validation purposes and should be left unchanged.

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