We have different questionnaires for the profiling process. The great thing about G5 is you can keep all the information captured in those questionnaires in Gorilla. As you make Personal Contact Calls or even meet for Client Update Meetings you can update the questionnaire, while keeping it available for others on the team.

Before you start using the profile process upload a master copy of any profile you use to the Document Manager in G5.

To Store a Profile in G5:

1. Check the Worksheets Tab of the person’s record to see if the profile you are using matches one of those worksheets. If it does, skip step 2 and 3 and fill out the worksheet instead.
2. Download an existing profile from the Household or Contact to continue using, if there is one.
3. Create a copy of the profile for the Household or Contact if there is not one already started.
4. Add any hobbies, interests, and general investment information as categories.
5. Add any phone numbers/emails or any addresses to the Household and the individual it applies to.
6. Create any new individual records and connect them by:
   
   1. Adding them to the Household as appropriate (immediate family/dependents).
   2. Or use (professional relationships, family with separate Households).
7. At your advisor’s direction, record vital information about the Contact in the Bio field of the Household and the individual it is about.