Family Creation Outline?

[LeanneZ]

I know that in some larger firms, they might have several people dedicated to creating families. I wonder if any of those people are here. If they are, I wonder if they could share their process/outline/form for what is submitted to them; how do you get all the information you need to begin creating the requested families?

[CBukowski]

I would always ask for a cut sheet (or sketch if they didn't have a cut sheet) and then ask what they needed or thought they might need to be parametric and scheduleable.

[Twiceroadsfool]

We have a premade email that they fill out, that gets sent to me. It goes to a particular folder of my inbox, and gets a conversation started from there. The users arent the final say in how it gets built, but the form starts the productive conversation.

[LeanneZ]

Wow! Thanks Aaron. Your attachment really helps put my mind in the right place to help my users. :-)
Thanks!

[dzatto]

We have a premade email that they fill out, that gets sent to me. It goes to a particular folder of my inbox, and gets a conversation started from there. The users arent the final say in how it gets built, but the form starts the productive conversation.

Sweet! Now we can all email Aaron to make our families. You're the best! :thumbsup:

:laugh:

[JCM]

lmao. I call second in line

[Alex Cunningham]

Sweet! Now we can all email Aaron to make our families. You're the best! :thumbsup:

:laugh:

He didnt think that post throught all the way. Lets take a bet on how many e-mails he has in his special inbox.

[Dave Jones]

We have a premade email that they fill out, that gets sent to me. It goes to a particular folder of my inbox, and gets a conversation started from there. The users arent the final say in how it gets built, but the form starts the productive conversation.

thanks Aaron, that's great information!

[kritika06]

Thanks for sharing something my company can adapt to - very useful.