Below is the content for an email detailing what to do once the survey is complete, just fill in the necessary information
Now that you finished the survey …
Subject: You have received your Truelytics Scorecard, Now What?
Hey Contact First name,
Congratulations on completing your firm’s Truelytics survey and receiving your Truelytics valuation and scorecard.
Your scorecard and benchmark results can indicate a variety of priorities, which depend on your future goals. If you would like to discuss how to interpret the results in light of your current and anticipated needs, one of our valuation and benchmark specialists is available for a complimentary 30 minute review. They will answer questions such as:
- Which KPI’s will drive the greatest valuation increase for an anticipated sale to an RIA aggregator?
- What is the strategy and options that will best meet my objectives?
- What changes could I make to my business that are likely to “stick” and help me drive greater efficiency, improved processes and increased value?
- If you aim to bring on a successor in the short or long term, which indicators will drive the greatest transparency and help with the succession planning process?
- What is the best path for achieving my goals?
- Which KPI’s are the most important for preparation for an acquisition?
To schedule a complimentary 30 minute review session, please sign up for an available slot here.
How to interpret what your business is telling us about itself iis the point behind your subscription to Truelytics. Please allow us to help you maximize its value.
Looking forward to speaking with you soon.
Additional statements to use if more needed:
How do we interpret what your business is telling us about itself?
What do the results mean to you and the direction of your business?
How and where can your firm’s configuration be refined to increase its market value?