- How often do you find yourself sending multiple follow-up emails about a specific task? 
- How often are you unsure if your clients have completed their tasks? 
- Do you know where your clients stand on their action items prior to your next meeting?

We can provide the best advice in the world, but if we can't get our clients to take action, then what's it all worth?

Knudge saves advisors time and helps them provide a higher level of service by automating the follow-up process and increasing the likelihood of your advice actually getting implemented.

You can assign action items for your clients or collaborators and then Knudge sends automated reminders via email, text, or push notifications.  Recipients can easily message back if they have any questions, adjust the reminder scheduling, or simply mark the task complete.

Your clients don’t need to register or log in to a new tool. They can still receive reminders via email or text without registering. If they choose to register or install the app, they can also set their preferences for when and how they’d like to receive reminders and work off a shared to-do list of assigned tasks.

Advisors that use Knudge have an easy and repeatable process for managing their clients' action items and can see across their client base where everything stands at any given point in time.

Visit Knudge.com to learn more about how Knudge can serve as a core solution in your practice. 

Sign up using the link below to receive special pricing for IDFA members (20% off the first 12 months).
https://app.knudge.com/sign-up?referral-code=IDFA

Join Dave Connolly, co-founder and CEO, to learn how Knudge can help you manage your follow up process with your clients.