Prompting

Prerequisites for Prompts

If any of these don’t exist, modification to the delivery mechanism and/or content will be needed:
  • Dashboard / Tiles
  • Assessment
  • Opportunities
  • SSO Link
  • User Setup
  • Calendar scheduling link (optional)


Engaged User Prompts

Welcome Email – Sent from  support@successpro.com  or program admin

Subject: Welcome to SuccessPro!

Hello [First Name],

Welcome to SuccessPro! To get started, please click [here] to access your collaborative dashboard.
From your dashboard, you will get started by taking an assessment. This will help us learn more about your practice to help you enhance your business. Once completed, opportunities will be identified & prioritized. Your advisor support team will then work to co-create Goals with you. As you complete goals, your advisor support team will help measure the impact to your business and facilitate the journey to your next practice healthy categories.

After completing your assessment, please click [here] to schedule our first call together.

Have a great day,
[Advisor Success Team]


Dashboard Overview (Training) - Walkthrough in SuccessPro

Welcome to your SuccessPro Dashboard!

On your Dashboard, you will notice you have access to take your Assessment or view your results when you’ve completed it, review and select your generated Opportunities after the assessment, track your progress on Goals, see your upcoming Goal tasks, view meeting notes, and track your business plan numbers.

Interact with the information in each dashboard tile or look for blue words and plus signs at the bottom of each tile to go to the sources in separate pages/tabs.


Click [here] to launch a brief training video!


Start Here – Take Assessment - Walkthrough in SuccessPro with Screenshots of Tiles

To get started, click Take Assessment to complete the assessment. When the Assessment is complete, you may need to return to your current browser tab to continue working in your Dashboard.


Celebration Assessment Completed Email - Sent from  support@successpro.com  or program admin

Congratulations on completing an Assessment in SuccessPro! Make sure to check your Dashboard by clicking [here] to see if you have any new Opportunities. Opportunities can be used to create new Roadmaps/Goals.


Celebration Roadmap Completed Email - Sent from  support@successpro.com  or program admin

Congratulations on completing a Roadmap in SuccessPro! Every completed roadmap is a step in the right direction for building the business you envision. Click [here] to return to your Dashboard and work on additional Roadmaps.


Additional Training & Support - To be conducted by ActiFi CSM or program admin

If an advisor requests more help, coordinate a Zoom session to provide assistance.


Training & Support Follow Up Email – To be sent from SuccessPro by Trainer

Thank you for joining the additional training session! Notes for our session can be accessed by clicking the button at the bottom of this message. Feel free to view and edit them when you view those notes.


Feedback Session- To be conducted by ActiFi CSM or program admin

Coordinate a Zoom session to provide assistance with the Dashboard to make sure they still understand what to do on the Dashboard. Allow end user to share their screen during the session.


Feedback Session Follow Up Email – To be sent from SuccessPro by Trainer

Thank you for joining the SuccessPro feedback session! Notes for our session can be accessed by clicking the button at the bottom of this message. Feel free to view and edit them when you view those notes.


Unengaged User Prompts

Value Prop Reminder Email - Sent from  support@successpro.com  or program admin

Hi! We noticed that you haven’t had the opportunity to log into SuccessPro yet. Remember that SuccessPro helps you find the resources you need to grow your practice and make significant progress on your goals. Click [here] to log in now.


Time Now Saves Time Later Email - Sent from  support@successpro.com  or program admin

Hi! Don’t forget to log into SuccessPro. If you put in the time now, it will definitely pay off later. Click [here] to log into SuccessPro now!


Feedback Highlights from Engaged Users Email - Sent from  support@successpro.com  or program admin

Hi! We’ve been receiving some fantastic feedback from users who have been using SuccessPro. Here are some examples of the feedback we’ve received so far:
  • Immediate analysis and feedback from assessments
  • Access and ongoing visibility to business plans and edits


It’s been a While Since You’ve Logged In - Sent from  support@successpro.com  or program admin after info sent from ActiFi

Hi! It’s been a while since you logged into SuccessPro. Please visit your dashboard by clicking the button below to update your progress. If your Roadmaps are all complete, feel free to build a new Roadmap and start working toward your next goals.

Upcoming Goals Reminder -Sent from  support@successpro.com  or program admin after info sent from ActiFi

Hello!
One or more of your goals has an upcoming due date. Update your roadmap progress by clicking on the following link to your personalized dashboard: [link here]


Past Goals Reminder -Sent from  support@successpro.com  or program admin after info sent from ActiFi

Hello!
One or more of your goals may be past due. This is a friendly reminder to update your roadmap progress by clicking on the following link to your personalized dashboard: [link here]


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