Below is the content for an email to advisors that have started, but not completed the Truelytics survey, just fill in the necessary information
Let’s finish the survey
Subject: Checking In on Your Progress with Truelytics
Hi!
We see you have started your Truelytics Welcome Interview, but have not completed it yet. Remember, it’s value can only be realized if it is 100% completed.
We understand some of the questions can be confusing. We are happy to help with the survey completion. Please reach out at help@enterprisename.com, or call XXX-XXX-XXXX or schedule a session online to speak with one of our valuation and benchmark specialists.
When completed, Truelytics will instantly show your firm’s current market value plus point to actions that will further increase your firm’s value.