Module 4 – Lesson 3
In this lesson you’ll learn how to:
Send the COREculture assessment
Identify that your client and their family members have completed the assessment
Download the COREculture report
Sending the assessment
The report is easy to use and provides helpful insight for your clients. Follow these steps to send the COREculture assessment to a client:
Step 1
To generate your client’s unique links, head to the COREnology toolkit to select (or create) the Client Group, and click “Send Survey.”
Step 2
Select the email addresses to which you’d like to send the invitations.
Step 3
Select the COREculture assessment, then click “Next.” (Make sure other assessments are not selected. COREvalues is typically selected by default.)
Step 4
Generating the report
Follow these instructions to send your clients the report containing the results of their COREculture assessment:
Step 1
Check the dashboard for the status of the assessment.
A red box next to a client’s name means they haven’t started the assessment.
A yellow box means they’ve started the assessment, but haven’t completed it.
A green box means the assessment has been completed.
If several days have passed and the assessment is incomplete, send a reminder email to your client (template below).
Step 2
Once all assessments are completed, click on the Client Group, then click “Generate Report”.
You can download the report as a PDF, and send it to your client via email.
Instructions
Feel free to use or modify this email template to send your clients their COREpriorities report.
Just copy the text below, then paste it into your email. You can paste without the formatting (highlights and background colors) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.
Subject Line Ideas
- We care about your family culture
- Evaluating your family culture
- Improving communication, cohesion, identity, and impact
Body Copy:
[First Name(s)],
At [Firm Name] we care about you and your family.
We know that wealth, in all its forms, is most effectively and powerfully transferred from one generation to the next by families who:
- Engage in meaningful communication
- Are cohesive and connected
- Have a clear sense of identity and purpose
- And are intentional about the impact they want to have in the world
Families who pay attention to the nuances of their family culture build a legacy rich in values and meaningful connection. We want to help you do just that!
I’d like to invite you to take a family culture assessment. It’s designed to help you identify your family’s strengths and opportunities to grow closer in the area of communication, cohesion, identity, and impact.
The assessment takes just a few minutes, and the report can be the source of many meaningful family discussions — especially those around legacy.
You, your partner, and your kids can take the assessment using the links below:
- [Partner 1 name and link]
- [Partner 2 name and link]
- [Heirs link]
I look forward to getting your COREculture report and meeting to discuss it.
Best,
[Your Name]
Instructions
Feel free to use or modify this email template to send your clients their COREpriorities report.
Just copy the text below, then paste it into your email. You can paste without the formatting (highlights) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.
Subject Line Ideas
- We care about your family culture
- Evaluating your family culture
- Improving communication, cohesion, identity, and impact
Body Copy:
[First Name(s)],
Touching base to remind you about the COREculture assessment I shared with you.
The assessment takes just 5-10 minutes to complete and will provide meaningful insights into your family relationships.
You, your partner, and your heirs can take the assessment using the links below:
- [Partner 1 name and link]
- [Partner 2 name and link]
- [Heirs link]
If you have questions about this assessment, please let me know. I’d be happy to talk with you about it.
Best,
[Your Name]