Templates & Courses
Custom Zapier Integrations
JotForm Templates & Training
Schwab Client Profile Questionnaire - JotForm Template + Training
A form designed to gather client-related data needed to prefill Schwab's account paperwork such as income, assets, beneficiaries, trusted contacts, etc. Form may also be linked to CRM via Zapier or directly (not included with purchase).
$800 USD
Meeting Notes & Tasks Form - JotForm Template + Training
A pre-formatted note-taking form to be used during client meetings. When form is submitted, meeting summary email is set to client(s) and advisor. Form may also be linked to CRM via Zapier or directly (not included with purchase).
$300 USD
Send a Referral Form - JotForm Template + Training
A form that facilitates and streamlines the referral-making process for clients or COIs. Pre-set template that requires only the entry of a few pieces of simple information to send a referral email to another person.
$300 USD
Documentation Needs List Generator - JotForm Template + Training
A simple questionnaire that generates and sends a customized list of documents needed based on a client's personal financial situation.
$550 USD
Preliminary Questionnaire - JotForm Template + Training
An easy-to-follow intake form that makes gathering prospect data simple. Pre-screen potential clients and use data to foster conversation.
$200 USD
Retirement Readiness Calculator - JotForm Template + Training
A form designed to estimate the client's readiness for retirement and make suggestions for how to get on track if funding is short.
