Below are several emails to invite and remind your advisors about demos, just fill in the necessary information on the version of your choice 

 

Sign up for a demo - Landing Page

 

Truelytics Demo - See How You Can Strengthen Your Business and Increase Your Valuation


Please join our demo to learn how to get started and utilize the Truelytics platform.  You will learn how to develop and access your firm valuation, measure your success using the KPI’s on the Truelytics scorecard, compare your metrics to your peers using the Truelytics benchmarks, and increase the value of your firm.  


Demo appointment confirmation 

Hi Friend ,

This is just a reminder that we arranged a short demo for to see how Truelytics can help Strengthen, Benchmark, and Value your business.

I have you down for tomorrow at X:00.


I am looking forward to sharing this exciting capability with you and helping you strengthen, grow and increase the value of your practice.  

Regards

XXXX

 

Thank you for attending demo & next steps

Subject: Thanks for attending the Truelytics Demo - Lets Get Started

 

Hi Friend

We enjoyed having you participate in Truelytic’s Demo for their Valuation Platform. Below please find a summary of the Truelytics capability, and directions on how to sign up!


The Truelytics platform can help you:

  • Strengthen your business by understanding the drivers of client, business, and market stability.
  • Benchmark your business to gain deep insight in how you stack up to industry peers and identify areas of opportunity.
  • Value your business to take the guesswork out of determining the market value of your firm.
  • Increase your firm valuation by identifying the valuation drivers and amount of value changes to these drivers will yield

If you would like to speak with one of our associates to answer any other questions you may have,feel free to call us or email us at XXX-XXX-XXX or help@enterpisename.com.


To sign up: XXXX


Get it now to really see the benefits you can gain!

 

Sorry you missed the demo & next steps

Subject: Your Truelytics Demo - Learn How To Improve Your Valuation Today

 

Hi Friend

We missed you at today’s demonstration of the Truelytic’s Valuation Platform, a valuation, scorecard and benchmarking tool EnterpriseName is offering all advisors. You can watch our video replay here.


We would still like to help you improve your practice and valuation utilizing the Truelytics platform.  Learn how to:

  • Strengthen your business by understanding the drivers of client, business, and market stability.
  • Benchmark your business to gain deep insight in how you stack up to industry peers and identify areas of opportunity.
  • Value your business to take the guesswork out of determining the market value of your firm.

If you would like to speak with one of our associates to answer any other questions you may have,feel free to call us or email us at XXX-XXX-XXX or help@enterpisename.com.


To sign up: XXXX


Get it now to really see the benefits you can gain!

 

 

This is an example of a landing page Truelytics has used:

 

Truelytics Landing Page

 

 

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