As an Advisor, Presentation Pro is your tool for surveying a Client and booking a Discovery Call with our team. Be sure to view your New Agent Training in full for a walkthrough of Presentation Pro.  (See also: How Do I Book a Discovery Call)


Below is a simple breakdown of the steps involved to properly run Presentation Pro via your App in order to ensure your Client Card record is created, call is booked and the Document Request is sent. (See also: What is a Client Card)


For assistance on downloading the App, please see: What Devices Can I Use the GMG Savings App On?


Open the GMG Savings App and click on the Discover tab. You may click "Add New Client" or select an existing Client record you have previously created.





You will then select how you are choosing to run Presentation Pro.  Use "In Person with Client" when you are physically with the Client and use "Phone or Web with Client" when doing Presentation Pro via screenshare or a phone call.  Only use "Without the Client" when you are running the presentation using information given to you prior.
Enter in the company's contact information or verify what was entered by you prior.  Then, click "Save" the information as is and continue. 
Presentation Pro will now prompt questions for the Client to answer and you to fill in responses regarding.  These are of utmost importance for an estimated savings so simply answer each one accurately and click "Next" to continue through all questions. 
When the question portion is complete, Presentation Pro will show an estimated savings and the areas in which we have uncovered savings.  Review this with the Client, show them the numbers on this page and click the red arrow pointing to the right to continue.

NOTE: Presentation Pro is not complete nor is it saved unless you continue beyond this point.
Presentation Pro will now show an overview of each service so you may show the Client what we will do for them on each service they qualified for.  Review each page and click the red arrow pointing to the right to continue.
The next step is booking a Discovery Call.  This is required so we may speak with the Client. Select the proper timezone, date and time for the Client and yourself to be available for the call.  Then, click the red "Confirm" button that lists your selected date and time.


The next page will show a confirmation and you must click the red "Continue" button.

NOTE: Presentation Pro is not complete nor is it saved unless you continue beyond this point.
A reminder page will appear with the savings estimate so simply review and click the red arrow pointing to the right to continue.
The next step is the Service Agreement.  Service Agreements are required for a Discovery Call to take place.  When in front of the Client, you simply hand them the device to click and sign, enter in their name, title and email address.







OR





When not in front of the Client, meaning running as "Phone or Web with Client" or "Without the Client" you will simply click the red arrow pointing to the right to move forward.  A new page will come up to assign a contact to email the service agreement to the Client.  Click on that option to assign it for emailing the Client.








Next, click on the contact you want to assign for the agreement to be emailed or add a new contact. Then, select that new contact.
Click on the "Click here to send a message to" for the email to be sent with agreement attached for the Client to sign.
The next page is a confirmation that you will click on "Next" to continue.
The last page is for Document Request.  You must assign a contact to each document for upload ability.  Once you click on the red icon next to each document, you'll select a contact to email.  Or, you may add a new contact to select. Once each document has an assigned contact click on "Next."

NOTE: Presentation Pro is not complete nor is it saved unless you continue beyond this point.
Once you reach the "Thank you!" screen, you are all set.  Presentation Pro is now complete.



You may also run Presentation Pro via your Portal, as outlined here: How Do I Use Presentation Pro On My Computer?