Case Studies

PRACTICAL EXAMPLES OF CONCEPTS AND TOPCS DISCUSSED IN THE LINKEDIN 'XPLAN 
BEST PRACTICE GROUP':

 

RECENT PROJECTS

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Insurance Health Check

February 2016

When Life Happens... How to plan for the unexpected.

We Value Your Feedback - Anonymous Client Feedback made easy!

September 2015

Need to survey your clients on... well anything? The following example is a simple XPLANconnect Wizard which can be readily added to an email and forwarded to clients. Being an XPLAN Wizard, you can customise the questions, the presentation, and what data is captured in addition to that added by your client. 

SMS Meeting Reminder

July 2015

 Add a whole new dimension to your text (SMS) messages.  The following highlights how multimedia content can be added to something as simple as a meeting reminder.

Retirement Health Check MkII

July 2015

Need a calculator for your website that quickly answers that all important question "will I have enough funds to retire comfortably"?  Have a look at this example...

Make your referror's day!

January 2015

Q: How do you make your referror happy?

A: By providing them with prospects that visit your web site!

Snail-mail: Re-think your strategy

January 2015

Traditional mail can be cumbersome and expensive, but smarter options which utilise specialist partners can not only change the way you generate and send hard-copy documents, it can re-open a completely underutilised marketing strategy. 

I don't know what I don't know

July 2015

More to come...

Get VISUAL with TXT messages

January, 2015

Add a whole new dimension to your text (SMS) messages.  The following demo will highlight how multimedia content can be added to something as simple as a meeting reminder.

Automated email Responder

August, 2014

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Client Feedback Questionnaires

September, 2012

Marshall Brentnall was looking for "the most efficient way" to have clients provide information to the practice.  Whilst Client Online Access (COA or XPLAN Touch) has been covered in other threads, wanting to capture client feedback hadn't.  

 

Using the following link, you will see how surveys could be managed via the client portal.

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