How to send the COREvalues assessment

Author

COREnology
October 01, 2024

Module 3 — Lesson 3

In this lesson you’ll learn:

  • How to send the COREvalues assessment to a client

  • How to generate the COREvalues report

Sending the assessment

The report is easy to use and provides helpful insight for your clients. Follow these steps to send the COREvalues assessment to a client:

Step 1

To generate your client’s unique links, head to the COREnology dashboard to select (or create) the Client Group, and click “Send Survey.” 

Step 2

Select the email addresses you’d like to send the invitations to.

Step 3

Select the COREvalues assessment, then click “Next.” (COREvalues is typically selected by default.)

Then, click “Next.”

Step 4

Select dates for the client to complete the survey, and for a potential meeting to review the results.

(Don’t worry, the links will not expire for your clients, and the meeting isn’t mandatory. These dates are just reminders for you to follow up with clients if they haven’t completed their assessment.)

Finally, click “Send Survey.”

Generating the report

Follow these instructions to send your clients the report containing the results of their COREvalues assessment:

Step 1

Check the dashboard for the status of the assessment.

  • A red box next to a client's name means they haven’t started the assessment.

  • A yellow box means they’ve started the assessment, but haven’t completed it.

  • A green box means the assessment has been completed.

If several days have passed and the survey is incomplete, send a reminder email to your client (template below). 

Step 2

Once all surveys are completed, click on the Client Group, then click “Generate Report".

You can download the report as a PDF, and send it to your client via email (template below). 

COREvalues Report Delivery Email Template

Instructions

Feel free to use or modify this email template to send your clients their COREpriorities report.

Just copy the text below, then paste it into your email. You can paste without the formatting (highlights and background colors) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.

Subject Line Ideas

What’s most important?
Do this before we meet?
Do you know your core values?

Body Copy: 

[First Name(s)], 

At [Firm Name] we believe the most impactful financial plans begin with an understanding of who you are and what you value. Helping you clearly articulate your values is deeply important to us.

The better we understand your core values, the better job we can build a financial plan that reflects your values.

The survey linked below will take just a few minutes to complete. When it’s complete, I’ll send you a report that will provide you with some awesome insights into the core values of each member of your family, and your family’s shared values.

Click the appropriate link below to take the survey:

  • [First person’s survey link]

  • [Second person’s survey link]

  • [Link for heirs]

I look forward to getting your COREvalues report and meeting to discuss it.

Best, 

[Your Name]

COREvalues Report Reminder Email Template

Instructions

Feel free to use or modify this email template to send your clients their COREpriorities report.

Just copy the text below, then paste it into your email. You can paste without the formatting (highlights and background colors) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.

Subject Line Ideas

Have you taken it yet?
Remember to take this assessment…
Do you know your core values?

Body Copy: 

[First Name(s)], 

By gaining a better understanding of who you are and what you value, I’ll be able to better personalize your financial plan.

Please take the survey linked below. (It will take just a few minutes to complete.)

Once you’re done, I’ll send you a report that will provide you with some powerful insights into your core values, and the values of each member of your family.

Click the appropriate link below to take the survey:

  • [First person’s survey link]

  • [Second person’s survey link]

  • [Link for heirs]

I look forward to getting your COREvalues report and meeting to discuss it.

Best, 

[Your Name]