Spouse death
Provide compassionate and proactive support when a client's spouse passes away.
When a client shares that their spouse has passed away, I want to respond with compassion and support while ensuring they get help with urgent financial matters.Follow these steps:1. Pull the client's contact record from my CRM.2. Draft a compassionate condolence email offering support when they're ready.3. Create a follow-up task for 4 weeks out to draft a gentle check-in email with financial planning items.4. Create tasks at 6 and 8 weeks for follow-up call and planning session.5. Add a detailed note to the CRM record and update household information.6. Flag the client as high priority for sensitive handling.7. Create an annually recurring calendar event for the date of death.
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