Asset-Map Self SmartStart
Congratulations on making the decision to learn Asset-Map at YOUR pace. We’ve laid out a carefully designed plan to take you through virtually all aspects of the platform…FAST.
Each video is less than 8 minutes - so they are easy to follow and digest. We recommend watching the videos in order and having Asset-Map open (in another tab) to jump back to, but the experience is completely up to you.
Remember, if you have any questions, our incredible success team is just a call, click or message away.
Getting Clients Into Asset-Map/Building Households
Add/Build Households in Asset-Map, Manually.
Bonus Content: Asset-Map Layouts
Add/Build Households in Asset-Map using Discover.
Bonus Content 1: Inbound Discovery
Bonus Content 2: Outbound Discovery
Add/Build Households in Asset-Map Using Integrations
Bonus Content: Integrations Overview
2. Stencils
Stencils are a powerful and useful feature in Asset-Map. They allow you to add key data to your maps…fast! Use Stencils to showcase various scenarios to your clients and be sure to save your Stencils for rapid use in meetings.
Bonus Content: Custom Stencils
3. Signals
Think of Signals like check engine lights in you car. They quickly identify key potential financial issues and allow you to facilitate more meaningful conversations with your clients.
Bonus Content: Signals Overview
4. Target-Maps
Just like building Asset-Maps for your clients, Target-Maps are just as engaging and important. Target-Maps allow you to illustrate and calculate savings goals, show clients progress towards their future plans and so much more.
Bonus Content: Custom Target-Maps & Templates
5. Reports
Thee client deliverable: Asset-Map Reports. Reports can be customized in various ways and allow you to pull together everything you’ve done for your client.
Bonus Content 1: Report Overview
Bonus Content 2: Report History
