Automate Client Feedback Requests with Testimonial IQ + Wealthbox

Join us to learn how to streamline client testimonial requests using automated workflows in Wealthbox. Learn how to leverage workflow templates to gather client feedback effortlessly and enhance your marketing efforts.

This webinar will cover:

1. An overview of Workflow Libraries in Wealthbox.
2. How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
3. How to use Testimonial IQ’s Requesting a Client Testimonial Workflow to automate pre-approved client feedback requests after meetings to generate client social proof for marketing.
4. Getting started with Testimonial IQ’s Requesting a Client Testimonial Workflow in Wealthbox.