PFP adoption implementation January 2019 Copyright Intelliflo Ltd

PFP adoption – implementation January 2019 © Copyright Intelliflo Ltd.

The implementation process – Step 1: Introduction call Step 3: Marketing & engagement Step 2: PFP & i. O set up & data assessment Implementation service Fact finding Q&A 2 Step 4: Training & go live

The implementation process – Step 2 Step 1: Introduction call Step 2: PFP & i. O set up and Data Assessment Step 3: Marketing & engagement Configuration Notification set up Adviser set up Service status review PFP settings per service status PFP Premium 3 Step 4: Training & go live

The implementation process – Step 4 Step 1: Introduction call Step 3: Marketing & engagement Step 2: PFP & i. O set up & data assessment Roll out methods Branded email invite Branded fact sheet Encourage PFP usage Link on website PFP video and place this on your website 4 Step 4: Training & go live

The implementation process – Step 5 Step 1: Introduction call Step 2: PFP & i. O set up & data assessment Step 3: Marketing & engagement e. Learning course Training for all staff on PFP Demo (if required) PFP implementation process in place 5 Step 4: Training & go live

The implementation process – summary Additional information We need to ensure all actively serviced clients are segmented into their correct service status Sign of branded email invite and fact sheet Ensure all staff are trained - including Advisers Register for PFP as though you are a client – you must use a personal email address Additional functionality and review PFP offers additional functionality – Docusign – Glia – Automated Advice Once the project is LIVE we will offer review calls to discuss – PFP Healthscore – Registered PFP users Vs Actively Serviced Clients PFP Premium users Making PFP a success! 6