Client decision follow-through record
Carry each client decision into the service work it creates, with its owner, its status and the reason for any delay, in a record the household can read.
- Industry
- Financial and Insurance Advisory
- Team
- Client services
- Use case
- Project management
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 2 embedded blocks: KPI: Spring review decisions completed (k-decisions); Insight: IRA consolidation waiting 41 days (i3) · Requires sign-in
Overview
What this template supports
A decision record for the household and the lead adviser. It shows each decision from the last review in its own tab with the service work it created, a callout that gives the reason and consequence of the one late decision, a state diagram of how a decision moves and the details of the next review. It includes live Dashboards blocks for decisions completed and a delay insight.
- Three decisions in tabs with service work tables
- Delay callout with reason, owner and consequence
- State diagram from recorded to complete
- Live decisions completed count and insight
- Next review definition list
How to use this template
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Record each decision with an owner
Enter every decision the client approves or declines, the date and the staff member who owns the follow-through.
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List the service work each decision creates
Add each piece of work with its owner, date and status, and mark it complete only when the result is confirmed.
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Log any delay against the decision
Write the reason, the owner and the consequence next to a late decision, and carry it to the next review.
Frequently asked questions
When does a decision count as complete?
When the service work is done and the adviser has confirmed it. A decision that waits on a form or a third party stays open with its reason.
What does Client decision follow-through record help me do?
Carry each client decision into the service work it creates, with its owner, its status and the reason for any delay, in a record the household can read.
Who reads and maintains this page?
Household and the lead adviser. The lead adviser reviews it.
When is the page ready to share with the client?
Shared with the household only after the lead adviser has confirmed how each decision is interpreted and every late decision has a reason and an owner.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.
What is included in this template?
It includes three decisions in tabs with service work tables, delay callout with reason, owner and consequence, state diagram from recorded to complete and live decisions completed count and insight.