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Rocket clouds
{PRO}spect by Mind Map: {PRO}spect

1. Progress and Status

1.1. Prospect Activity

1.1.1. Journey progression

1.2. Advisor Activity

1.3. Nudges

2. Marketing Partner

2.1. Prospect Data Out for Campaigns

2.2. Marketing Consulting

2.3. Providers

2.3.1. Snappy Kracken

2.3.2. SundaySky

3. Referrals

3.1. Creation

3.1.1. Existing Client CX

3.2. Monitoring

4. Nudges

4.1. Tasks

4.1.1. Creator

4.1.2. Content

4.1.2.1. Attachment

4.1.2.2. Message

4.1.3. Assigned To

4.1.4. Status

4.1.4.1. Not Started

4.1.4.2. Started

4.1.4.3. Done

4.1.5. Due Date

4.1.6. Task Chain

4.1.6.1. Next owner/step in task

4.2. Reminders

4.2.1. Trigger Date

4.2.2. Notification Preference

4.2.2.1. Email

4.2.2.2. Text

4.2.2.3. Inapp

4.2.3. Reference

5. Communication Options

5.1. Notifications

5.2. Chat Thread

5.3. Contact Advisor

5.4. Timeline

5.5. Vault

5.6. screenshare launcher

5.6.1. Skype

5.6.2. Providers

5.6.3. Zoom

6. User Creation

6.1. Advisor Created

6.2. Prospect Self Create

6.2.1. Assign

6.2.1.1. Profile

6.2.1.2. Relationship

6.2.1.2.1. Advisor Team

6.2.1.3. Team

6.3. Expiration

6.3.1. Archival

6.3.2. Re-establish

6.4. Data Mobility

6.4.1. Create In other systems

6.4.1.1. CRM

6.4.1.2. Partner

6.4.1.2.1. Planning

6.4.1.2.2. Risk

6.4.2. Create by other systems

7. Setup

7.1. Demo Data Configuration

7.1.1. Advisor Customized

7.1.1.1. Accounts

7.1.1.1.1. Statement Based

7.1.1.1.2. security autopricing

7.1.1.1.3. Used for Sales too!

7.1.1.1.4. target

7.1.1.1.5. Existing Account

7.1.1.1.6. Manual Upload

7.1.1.1.7. Strategy

7.1.1.2. Documents

7.2. Journey Path, Milestone, Module configuration

7.2.1. Module Interaction

7.2.2. Progression

7.2.2.1. rules to navigate checklist items

7.2.3. Sequence

7.2.3.1. activity checklist

7.2.4. Module Marketplace

7.3. Value Prop Configuration

7.4. Permissions

7.5. Data Mobility Configuration (automation)

7.5.1. CRM

7.5.2. Partners

7.5.3. Connectors

7.5.3.1. Zapier

7.5.3.2. Flow

7.5.3.3. Data broker

7.6. Preferences

7.6.1. Notifications

7.6.2. Communication Options

7.7. Compliance

7.7.1. Retention

7.7.2. Mobility

7.7.3. Auditing

7.8. User Management

8. Journey Entrance

8.1. Journey Specific URL

8.1.1. Referral

8.1.2. Business Card

8.1.3. Get Started Widget

8.1.4. Marketing Email

8.1.4.1. Snappy kracken

8.2. Advisor Invite

9. Proposal

9.1. Build

9.1.1. Allocation

9.1.2. Planning

9.1.3. Other Services

9.1.4. data ingestion

9.2. Upload

9.2.1. PDF

9.2.2. Excel

9.2.3. PowerPoint

9.2.4. Word

9.3. Integrate

9.3.1. AdvisoryWorld

9.3.2. Qwilr

9.3.3. Lifeyield

9.3.4. Riskalyze

9.3.5. Morningstar

9.4. Deliver

9.4.1. Sign

9.4.2. archive

9.4.2.1. Timeline

9.4.2.2. Vault

9.5. Analyze

9.5.1. back test

9.5.2. growth of a dollar

9.5.3. risk metrics

10. App Demo

10.1. Home Page

10.2. Balance Sheet

10.3. Performance Reporting

10.4. Timeline

10.5. Vault

10.6. Planning

10.7. Integrations

10.7.1. Planning

10.7.2. Risk

10.8. Demo Data & Mode

10.8.1. Advisor Customized

10.8.1.1. Account Data

10.8.1.1.1. Cost Basis

10.8.1.1.2. Holdings

10.8.1.2. Documents

10.8.1.2.1. Vault

10.8.1.2.2. Reports

10.8.1.2.3. Statements

10.8.2. Client Added

10.8.3. Reset Data

10.9. Tutorials

11. Information Gathering

11.1. Account Aggregation

11.1.1. Statement Aggregation

11.1.1.1. Ingestion Technology

11.1.1.1.1. OCR?

11.1.1.1.2. Singularity?

11.1.2. Manual

11.1.3. Digital

11.2. Document Aggregation

11.3. Questionarre

11.3.1. Default

11.3.2. Advisor Customized

11.4. Path

11.4.1. Services

11.4.2. Offering

11.4.3. Specialization

11.5. Partner

11.5.1. Asset Map

11.5.2. Riskalyze

11.5.3. Emoney

12. Prospect Experience Delights

12.1. First Time Experience

12.1.1. Tutorials

12.1.2. Education

12.1.3. Welcome videos

12.2. Commitment Postcard

12.3. Hooks

12.3.1. Planning Simulators

12.3.2. Calculators

12.3.3. Education

12.3.3.1. DST Learning Thing from Deliver

12.3.4. PFM

12.3.5. Providers

12.3.5.1. LifeYield

12.3.5.2. Mint

12.3.5.3. Riskalyze

12.3.5.4. Morningstar

12.4. Self Guided

12.5. Assisted

13. Advisor Value Proposition

13.1. Landing Page v1

13.1.1. Investment Philosophy

13.1.2. Collateral

13.1.2.1. Whitepapers

13.1.2.2. Composites

13.1.2.3. Testimonials

13.1.2.4. Market Updates

13.1.2.5. Blogs

13.1.3. Bio

13.1.4. Logo

13.2. Journey Landing Page

13.2.1. Offering, services, products, specialization, minimums

14. Onboard

14.1. Open Accounts

14.1.1. E-sign

14.2. Automation

14.2.1. Householding

14.2.1.1. Black Diamond

14.2.1.1.1. Relationship

14.2.1.1.2. Portfolio

14.2.1.2. Partner

14.3. Custom Process

14.3.1. firm document sign

15. Advisor Experience Delights

15.1. Operational Dashboards

15.1.1. Advisor Oversight

15.1.2. compliance oversight

15.1.3. Executive oversight

15.2. Key Metrics

15.2.1. Lifetime value of client

15.2.2. client cost

16. Mobile

16.1. Parity