Below is the content for version 3 of a log-on/get started email for advisors, just fill in the necessary information
Your log-on is Waiting / Get Started Today v3
Hey Contact First name,
We’re looking forward to preparing and delivering your firm’s Truelytics Score and eValuation to give you a keener sense of your firm’s true market value and point the way to specific moves you can make to maximize its value.
Before we can do that, you’ll need to log into your new trial account at app.truelytics.com to answer some questions and fill in some selected data about your business. If you have your firm’s financial data handy, it could take less than 30 minutes to complete the Truelytics eValuation questionnaire. Or if you want to send Truelytics your financial data (any format will work) one of their customer service reps will fill it in for you.
When you’ve completed the questionnaire, just hit Save & Finish and your firm’s Truelytics Score and eValuation will pop up instantly. It’s easy.
Don’t forget, your Truelytics free offer expires in 30 days. Make sure you get your firm’s Truelytics' Score and eValuation as soon as possible.
Go to app.truelytics.com now to get started!
Thanks,
insert name
Stay on top of your firm’s market value. Continuously.