Halo Advisor Checklist [Best Practices]

□ Decide where to host your HALO assessment

□ Have your tech support staff add an embedded link to your website

□ Have Lumiant add the embedded link to your site

□ Have Lumiant host a custom page for you if you don’t have your own website

□ Set aside 60 minutes for a Kick-off Call call with your Customer Success Manager

□ Review the HALO How-To User Guide materials

□ Within the first week, identify your first 3-5 clients who you send the HALO assessment

□ Review initial client HALO reports

□ Prepare materials for the client meeting

□ Have client face-to-face meetings to discuss their HALO report

□ Print 2 copies of the client’s HALO report. One to give to the client and the second for your client file records. Attach the client report to your notes for documentation

□ Participate in a follow-up meeting with your Customer Success Manager following your client meeting

□ Set up calendar reminders for sending the HALO assessment to your list of ideal clients

□ Set up staff training with Lumiant