Financial advisory
Prepare prospect intake and meetings
Prospect intake usually slows down when inquiry forms, CRM notes, referral context, calendars, planning goals, and prior conversations do not tell the same story, or when a prospect asks for a meeting or a discovery call is scheduled. Imagine keeps those sources in view, prepares a prospect brief, open-question list, and meeting-prep packet, and separates the ready work from the judgment calls. After review, the approved update goes back to the CRM and meeting workspace, so advisors walk into meetings with current context.
The manual reality today
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01
Too many tabs before prospect intake can move
inquiry forms, CRM notes, referral context, calendars, planning goals, and prior conversations each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Prospect intake can stall until someone notices
When a prospect asks for a meeting or a discovery call is scheduled, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The prospect intake history is hard to defend
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Read the prospect intake signals
Imagine watches inquiry forms, CRM notes, referral context, calendars, planning goals, and prior conversations for new activity, stale items, and changes that affect the work.
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02
Separate routine prospect intake work from judgment
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Draft the next prospect intake touch
Imagine drafts a prospect brief, open-question list, and meeting-prep packet using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Write the prospect intake result back
After review, approved actions are recorded in the CRM and meeting workspace with the context, approver, and timestamp preserved.
Works with the tools you already run
- Redtail
- Wealthbox
- Salesforce
- Calendly
- Google Workspace
- Outlook
What changes
Decisions around prospect intake surface sooner
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Prospect intake communication feels less random
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
The prospect intake record is easier to explain
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle prospect intake?
Imagine watches inquiry forms, CRM notes, referral context, calendars, planning goals, and prior conversations, spots when a prospect asks for a meeting or a discovery call is scheduled, and prepares a prospect brief, open-question list, and meeting-prep packet for review. Approved actions sync back to the CRM and meeting workspace with the supporting context attached.
What parts of prospect intake can stay manual?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the CRM and meeting workspace is updated.
Which tools feed prospect intake?
This workflow can connect to systems such as Redtail, Wealthbox, Salesforce, Calendly, Google Workspace, Outlook. Imagine works on top of those tools instead of replacing the system of record.
How does prospect intake feel different?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so advisors walk into meetings with current context.