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Advisors Assistant CRM<br />
ANDRE MCLEAN<br />
Submitting New Business Paperwork<br />
INTERNAL SYSTEMS & PROCEDURES<br />
AA Flex Fields – TD CLIENTS ONLY<br />
Model Notes<br />
Billing Exclusions<br />
Security Holds<br />
Local Submissions<br />
All paperwork should be submitted directly to Andre McLean for<br />
Scrubbing and Processing<br />
Remote Submissions<br />
New Business Submission under “Advisor Resource” link<br />
What to expect after new business is submitted<br />
The importance of setting the new client expectation and briefly describing<br />
the internal process and each team member's role<br />
New Business will be added to SmartSheet Commission Tracking<br />
Internal workflows will be triggered to include<br />
Weekly “Courtesy Call” from internal staff – Let them know we<br />
are on top of things<br />
Service workflow will be set based upon client status or<br />
advisor suggestion (1,2, or 4 calls per year)<br />
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