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  1. Wealth Advisory CRM
  2. Process
  3. Customer outcome
Process · Customer outcome

Customer outcome

Customer outcome records what happened to an advisory opportunity after qualification and proposal work. Relationship Owner collects the evidence for the customer's decision. A household assessment may already be complete, but acceptance of the engagement still needs its own support.

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Step by step

  1. Confirm the current conversation Relationship Owner

    Relationship Owner reads the opportunity and its activities before closing. Check that the household, expected value and current revision match the conversation. Record the final activity while the opportunity is still open.

    • Establish the current opportunity and evidence
    • Updates Opportunities, Relationship activities

  2. Prepare the outcome evidence Relationship Owner

    For a win, Relationship Owner supplies verified customer acceptance evidence and the actual win date. For a loss, record a useful loss reason. Supporting documents belong to the same opportunity that will be closed.

    • Supply acceptance and win date or the loss reason
    • Updates Record attachments, Relationship activities, Opportunities

  3. Close customer outcome Relationship Owner

    Relationship Owner invokes the guarded close action on eligible open work. A negotiation may become Won or Lost according to the customer evidence. The action checks the actor's scope, page identity and expected revision, preserves the prior expected value and activities, and records its operation receipt.

    • Record Won or Lost while preserving expected value and activities
    • Updates Opportunities, Operation receipts

  4. Review the result Sales Manager

    Sales Manager inspects the receipt when the outcome needs reconciliation. Won and Lost opportunities leave the open weighted forecast. The customer outcome analysis retains their expected values for comparison; any billing handoff goes to the separately configured financial system.

    • Inspect the result and exclude closed work from the open forecast
    • Updates Opportunities, Operation receipts

Where it usually breaks

And how to keep it from happening.

  • The early win. A favorable meeting or an approved household review does not establish customer acceptance. Check the actual acceptance evidence and win date.
  • The unexplained loss. Record why the opportunity ended so Sales Manager can discuss the outcome with the owner later.
  • A financial assumption. Closing creates no invoice, payment or financial posting. Agree the financial handoff through [integrations](/wealth-advisory-crm/integrations).

Who does what

Roles and permissions
Relationship Owner
Records the customer outcome; Sales Manager reconciles exceptions; Auditor inspects authorized evidence.

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