Client Roadmap Customization Form
Complete this form to generate a personalized Strategic Generosity Blueprint
👥 Client Profile Information
Basic details about the client(s) for personalization
💝 Values & Philanthropic Priorities
Define the 3 core values that will drive their giving strategy
Instructions:
Select 3 core values that best represent this client. Choose an icon, provide a short description, and write a detailed explanation for each value.
Value #1 (Primary Focus)
Value #2
Value #3
🎥 Dashboard Video Content
Configure embedded videos for different sections of the dashboard
🏠 Welcome Video (Overview Page)
💰 Financial Plan Video (Your SGB Page)
📈 Investment Plan Video (Your SGB Page)
🏛️ Foundation Plan Video (Your SGB Page)
💰 Financial Impact Projections
Projected strategic value across the three pillars of generosity
How to Calculate These Numbers:
Base projections on current assets, income growth potential, tax planning opportunities, and philanthropic capacity. These should be realistic but aspirational figures that demonstrate the value of strategic planning.
Self Generosity
Family Generosity
Community Impact
🎯 High-Level Impact Goals
Define 5 key milestones that represent major achievements in their journey
Instructions:
Enter high-priority goals that correspond with key dates in the prospect's plan. These will be featured prominently in the Impact section of the dashboard.
Impact Goal #1
Impact Goal #2
Impact Goal #3
Impact Goal #4
Impact Goal #5
📅 Your Journey - Meeting Timeline
Customize the roadmap timeline and mark current progress for all meeting types
Meeting Types & Status
Configure which meetings apply to this client and their current status
Goals and Objectives Conversation (Required)
Personal Values Discovery (Required)
SGB Proposal Presentation (Required)
Account Opening (Required)
Investment Portfolio Alignment (Optional)
Risk Management and Insurance Review (Optional)
Cashflow and Debt Review (Optional)
Estate Planning (Optional)
Human Capital Strategic Planning (Optional)
Philanthropic Strategy Review (Optional)
Business and Corporate Strategic Planning (Optional)
🎯 Service Focus Areas
Select the primary services and planning areas needed
👨💼 Advisor Information
Customize the advisor details
💳 Fee Structure
Enter the fee components for this client
✨ Completion Message
Customize the final impact message
Complete this form and save as PDF. Use the information to customize the roadmap template.