Start with the relationship
Find a client and link the next follow-up to their individual workspace.
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FORTESAN ADVISORY / 04
Better context. More useful conversations.
Turn client context into thoughtful follow-through. Give every check-in a clear next step, a due date and a place in your team’s day.
Staff access requiredExplore the staff workflow ↗Staff access is assigned separately from customer subscriptions.CLIENT CONVERSATIONIllustration
Start with the context.
Where can I update the saved amount on my goal?
Open Goals, choose Edit, and update the amount already saved.
PRIVATE STAFF NOTE
Follow up on the client’s workspace question.
HOW IT WORKS
A little structure.
More direction.
A saved staff follow-up board with priorities, responsible-person labels, linked client workspaces and an AI helper for support agendas.
Make the follow-through specific
Set the action, responsible staff label and due date. Search by title, person or notes.
Keep the loop moving
Review overdue tasks, mark work complete and keep private client notes in the staff workspace.
A CLEAR PICTURE OF THIS RELEASE
Know what’s included.
Only authorized Fortesan staff can read or change this board. The assistant does not automatically receive client records or internal notes. This suite does not provide regulated financial advisory services.