Last update: 3/24/2026
| North Square Specs – Meeting | |
| *IMPORTANT: ALWAYS CHECK IF ACTIVITIES ARE ALREADY EXISTING | |
| 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 4) or more FAs DIFFERENT firm = FA1 and Others |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Type | Meeting |
| Note Timezone | Use as dictated |
| Group | Tick if there are multiple contacts |
| Follow-up | Never used. Plot follow-ups/tasks in a separate note. |
| Date and Time | Populate as dictated. If none is provided, default to the recording date. And if time is not provided, we would default to 8AM or use verbal clues for time assumption (ex: Breakfast meeting – 8AM, Lunch meeting – 12PM, Happy Hour – 5PM, Dinner meeting – 6 or 7PM). |
| Meeting – Assigned To | Populate as dictated. Leave blank if silent (SF defaults to the user). |
| Meeting – Related to Account | Firm name |
| Meeting – Lead | External contact (lead) who was in the meeting (can’t do multiple tagging, plot lead/s in separate note/s each). |
| Meeting – Related to Campaign | When applicable or as instructed by the user, relate a campaign. |
| Meeting – Contact | External contact/s who were in the call (can do multiple tagging). |
| Meeting – Related To Opportunity | When applicable or as instructed by the user, relate an opportunity. |
| Type | Populate as dictated or based on context of the note Hey DAN suggested values for standardization (Only use these. Other values are to be merged by Mita.): • In-person Meeting: physical interaction with 1 or 2 advisors • Branch Meeting: physical branch office meeting (3 or more advisors from the same firm/branch) • Virtual Meeting: meeting conducted via Zoom, MS Teams, Google Meet, etc. • Phone Call: conversation over the phone. Can use this even if it was just an attempt (left voicemail or called but didn’t answer) • Seminar/Webinar • Client Event: meeting or event with an end-client • Entertainment |
| Subject | Populate as dictated. Default if none is provided: “[Meeting type] with [Contact] / [Firm if group meeting]” ex: In-person Meeting with John Smith / Branch Meeting with Raymond James Fort Lauderdale |
| Strategy | Product/s or fund/s discussed. Can tag multiple strategies. |
| Location | Location of the meeting. Fill in as dictated or based on context. |
| Description | Capture meeting notes in smart clean verbatim. |
| Hey DAN | Always tick |
| North Square Specs – Follow-up | |
| *IMPORTANT: ALWAYS CHECK IF ACTIVITIES ARE ALREADY EXISTING | |
| 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 | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Type | Follow-up |
| Note Timezone | Never used in follow-ups |
| Group | Tick if there are multiple contacts |
| Follow-up – Contact | External contact/s who the user need/s to follow up with (can do multiple tagging). |
| Follow-up – Assigned To | Populate as dictated. Default if none is provided: Seller name |
| Follow-up – Related To Opportunity | When applicable or as instructed by the user, relate an opportunity. |
| Follow-up – Lead | External contact (lead) who the user need to follow up with (can’t do multiple tagging, plot lead/s in separate note/s each). |
| Follow-up – Related To Campaign | When applicable or as instructed by the user, relate a campaign. |
| Follow-up – Related To Account | Firm name |
| Subject | Populated as dictated. Default if none is provided: Follow-up – Contact Name |
| Due Date | Populate as specified. If none is provided, can default to the next business day. |
| Status | Populate as dictated by the user. Default to “Not Started”. |
| Priority | Always @Hey DAN |
| Set Reminder? | Tick if user wants a reminder |
| Reminder Date/Time | Check Set Reminder? tickbox if a reminder is needed. Select dictated date and time for reminder. Default if none is provided is next business day, 8:00AM |
| Type | Populate as dictated or based on context of the note Hey DAN suggested values for standardization: • Phone Call: if task is to call the contact as follow-up • Email: if task is to send an email to the contact as follow-up • Other: for other miscellaneous tasks (ex: sending something via mail, sending golf balls, creating hypothetical, reminders to the external, etc.) |
| Strategy | Product/s or fund/s discussed. Can tag multiple strategies. |
| Comments | Capture follow-up notes in smart clean verbatim. |
| Hey DAN | Always tick |
| North Square Specs – Contact Management | |
| **only create contacts after extensive research and fully verifying whether they have a profile or not (can be from previous b/d, maiden name, etc.) | |
| Field: | Notes/comments |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Contact Management – Record Type | Always use “Advisor” record type |
| Contact Management – Firm Name | Tag the contact’s firm/account/location |
| Contact ID (for existing record search) | Put Contact ID to search for existing Contact to be edited |
| First Name | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Last Name | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Title | As provided or based on research (company website, Zoominfo, etc.) |
| Direct Phone | As provided or based on research (company website, Zoominfo, etc.) |
| Mobile | As provided or based on research (company website, Zoominfo, etc.) |
| As provided or based on research (company website, Zoominfo, etc.) | |
| Firm CRD | Always include if contact/firm is in FINRA |
| Hey DAN | Always tick |
| Mailing Street | As provided or based on research (company website, Zoominfo, etc.) |
| Mailing City | As provided or based on research (company website, Zoominfo, etc.) |
| Mailing State/Province | As provided or based on research (company website, Zoominfo, etc.) |
| Mailing Zip/Postal Code | As provided or based on research (company website, Zoominfo, etc.) |
| Mailing Country | As provided or based on research (company website, Zoominfo, etc.) |
| North Square Specs – Lead Management | |
| **only create leads after it is confirmed that both contact and company has no profiles in Salesforce | |
| Field: | Notes/comments |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Contact Management – Firm Name | Tag the contact’s firm/account/location |
| First Name | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Last Name | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| As provided or based on research (company website, Zoominfo, etc.) | |
| Company | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Lead Status | Always Open |
| Hey DAN | Always tick |
| REP CRD Number | Always include if contact/firm is in FINRA |
| Lead Firm CRD | Always include if contact/firm is in FINRA |
| Lead ID (for existing record search) | Put Lead ID to search for existing Lead to be edited |
| North Square Specs – Company Management | |
| **only create companies after extensive research and fully verifying whether they have a profile or not | |
| Field: | Notes/comments |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Contact Management – Parent | leave blank, unless stated otherwise |
| Contact Management – Owner | Record owner. Default if none is provided: User name |
| Company ID (for existing record search) | Put Company/Firm ID to search for existing Company/Firm to be edited |
| Account Name | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Account Number | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Account Rating | leave blank, unless stated otherwise |
| Account Type | leave blank, unless stated otherwise |
| Account Phone | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Website | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Ownership | leave blank, unless stated otherwise |
| Billing Street | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Billing City | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Billing State/Province | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Postal Code | Refer to verifiable sources (FINRA, IAPD, team website, etc.) |
| Industry | leave blank, unless stated otherwise |
| Account Description | leave blank, unless stated otherwise |
| Hey DAN | Always tick |
Exercise Files