SLM Touch Types

SLM Touch Types

Touch Types are the different kinds of interactions you have with your clients and prospects that are supported by the Service Level Manager. Each one represents a unique type of interaction.

  • Personal Contact is a direct voice-to-voice conversation that helps further the relationship. Any meeting qualifies. A chance encounter counts, but only if you stop and have a conversation. A phone call counts, but not if it went to voice mail. A virtual meeting like zoom counts. An email or text doesn’t count.
  • The Portfolio Review touch type is used to track these necessary planning sessions with your clients.  Since these are required by compliance it is tracked separately from personal contacts. But notably, any portfolio review you have is also going to count as a personal contact.
  • Birthday Lunch is a way to celebrate an individual, and without any pressure, to meet people they know. This uses a specific formula to ensure it has the right results, which you can read about here.
  • Education Events are your Client Education Events along with Prospect Seminars and Webinars. Despite meeting in person, these differ from Personal Contact, because you may not have a direct conversation with each person attending.
  • Appreciation Events are a way to show people gratitude for their part in your life, and to continue building the relationships you have started with your clients. These are less about teaching them about the financial world you guide them through, and more about having fun and making some good memories with each other.

Now that you know what each touch type is, you can see what Intervals each tracks at each service level.

You can also see how each touch type is updated by activities you put in the system.


    • Related Articles

    • How to Run the SLM Touches Report on the Contact Workspace

      SLM Touches Report brings the SLM to the Contact Workspace. You can run it on a specific list of people, a specific SLM touch type, and/or a specific Touch Status. Best Practice: This report is most useful when you need to divide your SLM lists by ...

    • Scheduled Item Definitions

      Schedule Items are the activities that will appear directly on your calendar in G5. You can create them on the Activity Tab of Records, Opportunities, or Service Requests. Or you can create them directly on any Calendar screen. When listed in G5 they ...

    • How Activities Update the SLM

      Updating the SLM with your activities follows a sequence: Enter an Activity that matches a Touch Type The Touch Status of the matching Touch Type will be marked as Scheduled, for the date of the matching activity. Complete the activity, and mark it ...

    • Best Practices - How to Use SLM Touch Dates

      The SLM has 2 dates associated with each Touch Type for each Household: Next Touch Target – This is the due date for that Touch Type. Last Touch – this is the date the last touch occurred. The most important one to pay attention to is Next Touch ...

    • How to Create a Filter for a Custom Touch Type in the SLM

      When you have had the BGM team create a custom Touch Type for you, you will need to create a Filter in order to use it. Go to the Service Level Management (SLM) workspace. Click the Touch Type filter. Select the Custom Touch Type. Click Apply. Click ...