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Relationship Review

Periodic customer relationship review and planning

Complexity: Complex | Duration: 30m+ | Category: Industry/Financial Services

Tags: relationship review planning wealth

Workflow Diagram​

Steps​

Step 1: Prepare review​

Agent: relationship

manager - Compile customer data

Step 2: Analyze relationship​

Agent: wealth

advisor - Assess needs and goals

Step 3: Identify opportunities​

Agent: relationship

manager - Find growth areas

Step 4: Schedule meeting​

Agent: relationship

manager - Book review session

Step 5: Conduct review​

Agent: relationship

manager - Meet with customer

Step 6: Develop plan​

Agent: wealth

advisor - Create action items

Step 7: Document outcomes​

Agent: relationship

manager - Record meeting notes

Step 8: Track execution​

Agent: relationship

manager - Monitor follow-through

Usage​

To execute this workflow:

/workflow industry/financial-services/relationship-review.workflow

See other workflows in this category for related automation patterns.