Job change
Respond appropriately to clients mentioning a job change promotion job loss or career transition.
When clients mention a job change, I want to respond appropriately and make sure we address all financial planning implications.Follow these steps:1. Pull the client's contact record from my CRM.2. Determine the nature of the job change: positive change, job loss, or voluntary transition.3. Draft an appropriate email — congratulatory for new jobs/promotions, or supportive and action-oriented for job loss.4. Add a note to the CRM documenting the event and update employment information.5. Flag as high priority if job loss.
Already using Quin? Add this workflow
Request a workflow
Every team works differently. If you don’t see a workflow that fits your style, let us know. You can request a new one — or share an example from your own workflow so others can use it too.
