The operating workspace for the advisor practice.
Track the people, activity, tasks, opportunities, goals and production behind the practice — while giving managers the context to understand what needs attention.
One workflow. Connected parts of the practice.
An illustrative workflow after a meeting: record activity, update the opportunity and set the next task. Those connected records inform the manager’s view.
A person is connected to the work happening around them.
Clients and prospects are not a contact list. Each record carries the opportunities, activity, tasks and referrals attached to it, so the history of the relationship is read in one place rather than reconstructed from a calendar and an inbox.
Movement creates history. History is the value.
Six stages: Prospects, Fact Finding, Proposal, Submitted, Paid and Lost. Lost is terminal. Every move between them is dated, so each case knows how long it has sat where it is, what is expected from it and what has to happen next. Stalls are visible without anyone declaring them.
Not a to-do list. The actions that move business.
Every task is attached to a person and, where one exists, to the opportunity it is meant to move. Completing it writes to both. Missing one is visible against the case it belongs to, not buried in a personal list.
People without a next step are surfaced so the advisor can schedule one.
Structured capture, fast enough to do daily.
Dials, people reached, appointments set and kept, fact finders, referrals and outcomes are entered in a short daily flow, with the same fields every day. The structure is what makes the week comparable to the last one.
Activity is entered by the advisor. TheGonch structures and connects it; it does not record calls or read a calendar on the advisor’s behalf.
Targets against the activity that has to produce them.
Goals are set per year and measured against what was actually logged. Production sits at the end of the same chain: dials, meetings, cases, submitted business, paid business. It is a result with a visible upstream, not a scoreboard.
The same record, read as a team.
Nothing above is re-entered for management. The manager’s view of the week is the advisors’ own records, ranked across whoever reported. One example is enough here; the full management layer is on the Managers page.
How managers use the record →See Activity Tracking with your firm’s workflow.
A walkthrough with your stages, your activity fields and your team structure on screen. Available today.