Last update: 6/27/2026
| American Beacon Partners Specs – Meeting | |
| *IMPORTANT: CHECK IF ACTIVITIES ARE ALREADY EXISTING BEFORE DOING ANYTHING ELSE * ALWAYS CHECK WHOLESALER PREFERENCES |
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| Field: | Notes/comments |
| Task Description | 1 FA = FA – Firm Name 2 FAs SAME firm = FA1 and FA2 – Firm Name 2 FAs DIFFERENT firm = FA1 and FA2 3 or more Fas, SAME firm = FA1 and others – Firm Name 3 or more FAs DIFFERENT firm = FA1 and others |
| Task Comments | Most clarifs can be done here if wholesaler is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
| Note Type | Meeting |
| Note Timezone | Same as Salesperson as Default. If timezone is different from WS default, convert the Time instead. |
| Start Date/Time | If there is no date mentioned and it is not an existing activity, the default is the date we received the recording, unless questionable (i.e. if there’s a pattern in the WS’s recordings for the day).
If existing activity and no time provided = copy existing activity time If provided = use stated time If new activity and no time provided the default is 7:00 AM Time Assumption(s): |
| End Date/Time | as stated, otherwise leave blank |
| Group: | tick if multiple attendees |
| Follow-up: | Never use. Follow-ups are created as a separate note. Save and new instead and create Follow-up note type |
| Contact (CRM field) | Add contacts as stated If contact/s are already tagged in existing activity, no need to copy down. |
| Assigned To | Leave blank unless WS specifies who to tag here. |
| Subject | IF new note, subject is as stated, otherwise use default*
IF existing note, copy the existing subject if it contains enough context. Otherwise, change to default* (e.g. existing subject is just the name of FA1, but WS mentions an additional FA — Meeting with [FA] will become Meeting with [FA1] and [FA2]) *DEFAULTS: For belly to belly meetings, Meeting with FA should be used. |
| Activity Type | As stated, otherwise use the default One on One Meeting |
| Primary Contact Name | only used for searching existing activities |
| Location | as stated, otherwise leave blank (restaurants, cafe, pubs or bars) |
| All-Day Event | as stated, otherwise leave blank |
| Funds discussed | As stated. If no funds mentioned, select Scheduling unless questionable, you may send a clarif. |
| Resource Used | As stated, otherwise leave blank. *You may also tag the representative/resource if they are in the meeting with the wholesaler but was not mentioned as resource used. |
| Description | Meeting notes go here. Clean smart verbatim. |
| Fund Comparison | As stated, otherwise leave blank. |
| Competitor Tickers | As stated, otherwise leave blank. |
| Full Matrix | tick only when stated |
| Fields | POTENTIAL CLARIF POINTS |
| Contacts | If cannot locate, clarif if need to be created after doing extensive research. Another possible scenario is WS may not be the listed Owner of the contact/s. |
| Funds discussed | If WS did not mention any funds, or not specific enough NEEDS TO BE AT LEAST ONE FUND TAGGED (if WS specified no products were discussed, tag Scheduling) |
| Description | IF unsure of any term, recording quality, etc. clarif with WS |
| ** note: If “Call” is not specific (not specified if Virtual or Call Log) – if new meeting = note type should be CALL LOG, Activity should be Call-Appointment – if existing meeting = Virtual Meeting |
| American Beacon Partners Specs – Call Log | |
| *IMPORTANT: CHECK IF ACTIVITIES ARE ALREADY EXISTING IN MEETING TYPE BEFORE SWITCHING TO THIS TYPE CONFERENCE CALL IS A MEETING TYPE * ALWAYS CHECK WHOLESALER PREFERENCES |
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| Field: | Notes/comments |
| Task Description | 1 FA = FA – Firm Name 2 FAs SAME firm = FA1 and FA2 – Firm Name 2 FAs DIFFERENT firm = FA1 and FA2 3 or more Fas, SAME firm = FA1 and others – Firm Name 3 or more FAs DIFFERENT firm = FA1 and others |
| Task Comments | Most clarifs can be done here if wholesaler is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
| Type | Call Log |
| Note Timezone | Same as Salesperson as Default. If timezone is different from WS default, convert the Time instead. |
| Group: | tick if multiple contacts |
| Follow-up: | Never use. Follow-ups are created as a separate note. Save and new instead and create Follow-up note type |
| Call Log – Contact (CRM field) | Add contacts as stated |
| Due Date | The date and time are together. As stated, if none provided use the default: Date – date of recording, Time – 7:00 AM
Adjust time in 1 hour intervals if Contact has been called before in the day |
| Subject | 1 FA = Call with FA1 (Meeting with John Smith) 2 FAs = Call with FA1 and FA2 (Meeting with John Smith and Jane Doe) 3 FAs = Call with Firm, Branch Location or Meeting with FA Group Name, if stated (Call with Morgan Stanley, New York, NY or Call with Perry Wealth Management) *Note that ‘Call’ changes according to context provided (e.g. Voicemail for (if the WS just left a message, etc.) |
| Comments | Meeting notes go here. Clean smart verbatim. |
| Status | Default is Completed, unless stated otherwise |
| Task Type | Depends on context, default is Contact – Appointment. |
| Funds discussed | As stated, if none provided use Scheduling (if valid in context), otherwise clarif |
| Resource Used | As stated, otherwise leave blank. *You may also tag the representative/resource if they are in the meeting with the wholesaler but was not mentioned as resource used. |
| Call Back | tick only when stated |
| **if WS mentioned “Email Exchange” | If you encounter a wholesaler that says “Email Exchange” tag it as “Contact – Email” and use “Email Exchange with [FA name]” as subject. |
| Fields | POTENTIAL CLARIF POINTS | |
| Contacts | If cannot locate, clarif if need to be created after doing sufficient research | |
| Funds discussed | If WS did not mention any funds and Scheduling does not apply, or not specific enough |
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| Description | IF unsure of any term, recording quality, etc. | |
| ** note: If “Call” is not specific (not specified if Virtual or Call Log) – if new meeting = note type should be CALL LOG, Activity should be Call-Appointment – if existing meeting = Virtual Meeting |
| American Beacon Partners Specs – Follow-Up | |
| *IMPORTANT: ONLY USE IF EXPLICITLY STATED TO SCHEDULE A FOLLOW-UP, SEND A CLARIF FIRST IF UNSURE | |
| Field: | Notes/comments |
| Task Description | 1 FA = FA – Firm Name 2 FAs SAME firm = FA1 and FA2 – Firm Name 2 FAs DIFFERENT firm = FA1 and FA2 3 or more Fas, SAME firm = FA1 and others – Firm Name 3 or more FAs DIFFERENT firm = FA1 and others |
| Task Comments | Most clarifs can be done here if wholesaler is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
| Type | Follow-up |
| Note Timezone | Same as Salesperson as Default. If timezone is different from WS default, convert the Time instead. |
| Group: | tick if multiple contacts |
| Follow-up – Contact | Add contacts accordingly |
| Follow-up – Assigned To | Tag External Wholesaler who sent the recording, unless otherwise stated. |
| Subject | Default: Follow-Up Task for [FA1] Follow-Up Task for [FA1 and FA2] Follow-Up Task for [Firm, Branch Location] |
| Due Date | As stated, otherwise Default is 2 business days from recording date *Adjust accordingly for US Holidays (refer to honeycomb for Holiday Calendar) |
| Priority | Default is Normal, unless stated otherwise. |
| Task Type | Default is Contact – Follow up, unless stated otherwise. |
| Status | Default is Not Started, unless stated otherwise. |
| Comments | Copy from main note the paragraph that contains the follow-up. |
| American Beacon Partners Specs – Campaign | |
| *IMPORTANT: AS OF MAY 8, 2024 CAMPAIGNS HAVE ONLY BEEN EXISTING SO FAR, SO ALWAYS TICK EXISTING. REFER TO DETAILS SENT BY POC LAUREL | |
| Field: | Notes/comments |
| Campaign – Contact | use details from sheet/email given |
| Campaign Name | as stated or copy from the existing *Be sure to check for spaces in the start/end to prevent errors |
| Campaign Status | Default is Completed, unless otherwise stated |
| Active | Ticked, unless otherwise stated |
| Campaign Member Status | Default is Sent, unless otherwise stated |
| Fields | POTENTIAL CLARIF POINTS |
| Contacts | If cannot locate, clarif if need to be created after doing sufficient research |
| Highlight any different information from the sheet through a follow up email |
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| Refer to previous campaign threads for additional information |
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