Setting Expectations

Jordan Haines
Jordan Haines
  • Updated

Explain Next Steps

In this section, the focus is on guiding individuals through the steps they should anticipate as they embark on the process. The speaker emphasizes simplicity and encourages action. The following steps are outlined:

Step 1: Receive an Invitation to Join Elements:

  • Explain that individuals will receive an invitation to join Elements, leaving the method of invitation open to personal preference.

Step 2: Follow Instructions to Fill Out Information:

  • Emphasize the importance of encouraging action over precision in this initial phase.
  • Highlight that filling out information is a straightforward process, and precision is not a priority at this stage.

Step 3: Receive Observations and Assessment:

  • Convey that after adding information, the individual will receive feedback, possibly through a meeting or a recorded video.
  • Stress the importance of tying the experience back to what the individual will gain, answering the implicit question: "What's in it for me?"


Tips to Make the Process Less Scary

To ease concerns and make the process less intimidating for clients or prospects, consider the following tips:

Emphasize "Good Enough" Information:

  • Make it clear that perfection is not required at this point. "Good enough" is the standard, encouraging a sense of ease.

Record and Share a Short Video:

  • Create a short video demonstrating the process and showcasing what a completed profile looks like.
  • Address common concerns that might arise in the minds of users, providing reassurance and familiarity.

Manually Add Basic Information:

  • Take the initiative to manually input some basic data into their Elements profile.
  • Frame this as a helpful step to alleviate the initial complexity, encouraging users to fill in the remaining details.

Encourage Limited Data Entry:

  • Rather than overwhelming users with a comprehensive data entry request, suggest starting with minimal information.
  • Gradually build up by, for example, requesting a basic balance sheet initially, making the process more manageable.

These strategies aim to demystify the process, providing clarity and support to individuals who may be new to the platform or apprehensive about sharing financial information. The overarching goal is to foster a sense of understanding and comfort as users take these initial steps. In the next section, additional resources that complement this process will be explored.

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