How to send the COREviews assessment

Author

COREnology
September 30, 2024

Module 5 — Lesson 3

In this lesson you’ll learn:

  • How to send the COREviews assessment to a client

  • How to generate the COREviews report

  • What the COREviews report looks like

Sending the assessment

The report is easy to use and provides helpful insight for your clients. Follow these steps to send the COREviews 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 COREobstacles assessment, then click “Next.” (Make sure other assessments are not selected. 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 COREviews 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 in the next lesson). 

COREviews 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 are your views on wealth?
Are you aligned?
Exploring your “money story”

Body Copy: 

[First Name(s)], 

As your advisor, it’s important for me to understand your story around money.

It can provide context into your goals, your relationship with risk, and how I personalize your plan for you.

I’ve attached a short 13-question assessment (links below) to help shed a light on how you think about and treat money, and how to ensure you and your partner are aligned on these these topics.

Partner 1 link: [link]
Partner 2 link: [link]

When you complete this assessment, I’ll send you a report with your results, and we can discuss them next time we meet if you’d like.

I look forward to talking about your “money story” together.

Best, 

[Your Name]

COREviews 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

Let’s talk about some obstacles
Addressing things head-on
The next step 

Body Copy: 

[First Name(s)], 

Thanks for taking the views on wealth assessment. I have attached your report to this email. 

I look forward to talking about your “money story” together.

When is a good time to meet and talk through your report?

[Share Dates/Calendar]  

Best, 

[Your Name]