Streams make it easy to track which services are needed by each of your clients and Tags help you stay on top of important attributes such as client accounts, products, assets, fee-level, etc to help you and your team stay on the same page - especially as every client's needs and circumstances evolve over time.

Configuring Streams & Tags

Located at the top-right of your Hub, the managers for Tags and Streams let you review and categorize all of the clients you work with.

Hubly syncs your existing client tags when connected to a CRM and comes preconfigured with a number of service streams that help you coordinate the delivery of highly personalized, comprehensive service.

Adding Your Clients

Clients can be added by selecting a tag or a stream from their dropdowns and using the Add client menu.

Streams and tags can also be configured client-by-client by searching for the client in the Find A Client menu at the top of your Hub and opening their client card.

Finding a client is easy in Hubly using the Find a client menu

Streams are located along the top of the client card, to the right of the client's name and household information:

And tags are at the bottom right corner, underneath their workflows, important dates, and contact information:

Select the + Add menu to find an existing stream/tag, or simply select + Create from the search field to make a new one.

Reviewing and updating streams and tags regularly is important to keep them up to date for every client.

We recommend creating a step to review and update streams and tags a part of your meeting follow-up and new client meeting workflows.

Using Streams & Tags

Streams make it easy to categorize your book of business and track which services are needed by each client at a glance. Streams display as colored circles next to the client's name on a client tile, and as full size colored rectangles at the top of a client card.

Streams and tags make it easy to quickly filter the workflows displayed in your Hub and focus on the clients that need your attention today.

Filter By Reminder Status

Whether you're tracking important deadlines, delegating tasks, or making sure that workflows are not falling behind, Task Reminders help you focus on what's important faster.

Filter By Reminder Status

Now you can find your most pressing client tasks and prioritize your day with the new Reminder Status Filter in Hubly.

Saving Time With Streams & Tags

You can search for streams and tags to add entire categories of clients into specific workflows through the + Add Client(s) menu in any workflow.

You can also build workflow rules to perform these actions for you, looking for and adding clients with a specific stream and/or tag to a workflow at specified times of the year or following specific life milestones.

Repeating rules can be set to add clients once on a date or at specified intervals to match your annual service calendar/check-in cycle.

Rules can also be set around important dates such as birthdays, anniversaries, and meeting dates - adding clients with a specific stream and/or tag combination to a workflow a set number of days, weeks, months or even years before/after.

And finally, rules can be configured to add or remove streams for you when clients are added to, complete, are deleted or archived from a workflow.

Streams and tags make it possible to make your workflows smarter than ever before. Instead of adding every task when a client is added to the workflow, task conditions let you choose to exclude a task from a workflow if a client doesn't have a specific service need or tagged attribute.

Getting Started

It is important to keep client dates, streams and tags up-to-date for every client so that your team can take full advantage of these features and save time. We recommend including the following tasks/rules in the following workflows:

Client Check-In Scheduling Workflow

  • Update next meeting date in the client card

Client Check-In Preparation Workflow

  • Task: Review client's streams & tags to ensure services & products/details are up-to-date

  • Task: Review important dates to ensure IPS, fee and privacy offerings are compliant

Client Check-In Follow Up Workflow

  • Task: Review streams & tags and update to reflect current needs (for all members of the household, if applicable)

Opt-In Workflows

(ie. Tax Planning, Estate Planning, Insurance and Mortgage Reviews)

  • Rule: Add [Stream] when client completes this workflow

  • Task: Select archive from workflow for clients that do not opt-in

Prospect/Initial Meeting Follow-Up Workflow

  • Update streams & tags to match prospect's service interests and needs

  • Update next meeting date in Hubly (if scheduled)

Did you know that we've pre-configured these workflows for you? Find and add them from the Templates Library (located along the top-right of your Hub)!

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