TIP: Introduce yourself and other attending members of the team, explain how the session is going to go and double-check we have their consent for the recording and sharing the session.
Client | Jordan & Jonny |
Interviewer | Matt Oxley |
Guests | Piotrek Rak (Unlicensed) |
Facilitator | Matt Gluszek (Unlicensed) |
Taken on | |
Duration | 1:09 hr |
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Video recording: 313 financials.mp4 |
Transcript: 313 financials-en-US.vtt
Introduction
📝 General notes
📝 Detail notes
Intro went well, with no questions up until the point where the client raised performance issues (loading time) with the existing CRM version.
💭 Ideas
📣 Actions
- Raise performance issues the client came across with the dev team
Demo
1. Fact Find Overview page
📝 General notes
📝 Detail notes
They loved the new look&feel of the page, they even mentioned: “1 mln % improve”, “looks fresh”, and “user-friendly”, “easy to do”. Had a few questions regarding products and being able to view a history of them.
Good comment about customers who have 4-5 properties, and thinking about these user types.
The customer has Burrow FactFind set up but hasn’t used it yet. Hasn’t used subsets.
Good feedback on what the subsets would be for the customer, and what questions would they have in each of the 3 subsets.
💭 Ideas
Show “Active products” or “Archived products” [0:10:00]
📣 Actions
2. Fact Find Inputs page
📝 General notes
📝 Detail notes
Comments like “Much slicker” and “wow” appeared a number of times. The client loved the look and feel, also how easy it is to scan the page.
Notes - whether they sit alongside the fact find page or at the bottom of it - doesn't matter, as long it’s accessible from the page.
The guys were fine with the horizontal scroll, what they really liked was the home track. They liked the autosave too.
Page completed for them means - all mandatory questions are done.
No preference on the label & input layout.
Position Applicants panel at the top of the secondary nav
Use regions rather than postcodes for the budget planner
📣 Actions
- Make a decision on label + input layout
Other
📝 General notes
📝 Detail notes
Case workflow:
Ask basic questions (name, address, contact details, what are they looking to do) 👉 get a credit report 👉 get payslips 👉 select the right product 👉 qualify lead 👉 run basic sourcing 👉 detailed FF 👉 full sourcing 👉application.
Everything is set around a product.
Notes are super important when talking to a client and specific to a product.
💭 Ideas
When you copy the Fact Find over, DON'T copy the notes
Have an ability to put notes for soft facts
Position Applicants panel at the top of the secondary nav
Use regions rather than postcodes for the budget planner
Show “Active products” or “Archived products” [0:10:00]
📣 Actions
- Raise performance issues the client came across with the dev team
- Make a decision on label + input layout
The poll
Q: How would you rate your current experience of the broker CRM; 1 being very poor, 10 being amazing?A: 7
Q: Based on what you've seen in the Fact Find compared to your current experience, where would you rate it on 1 to 10?
A: 9
Q&A
What’s the roadmap, when can we get this?