Advizr's action steps are a powerful tool to help your client understand what to do next
- Action steps is a bullet point list of what you'd like your client to do for each goal.
- Action steps can be automatically generated and/or inputted by you
- Use the trash an icon to delete any action steps you don't want to present to the client
- Click + Action Step to add an action step. You can type anything you want.
- There is an "other" section. Many people use this for items such as book another appointment with me in 3 months.