Customise the Next Steps screen
Last updated 29 April 2026
The Custom Next Steps screen lets you personalise the offboarding view a client sees when they finish a journey in Money Alive Office. Direct viewers to a calendar, fact find, document, survey or any other URL of your choice — actions taken from the screen are recorded on client reports and the downloadable CSV.
Per box set
Each box set can have its own Next Steps screen, so the offboarding can be tailored both to the content the client just watched and to your firm's workflow. A preview option shows you exactly how the end screen will appear to clients before you make it live.
Example use cases
| Box set / scenario | Next step |
|---|---|
| Educational box sets | Link to your Calendly so viewers can book a meeting. |
| Wills / LPA box sets | Refer the client to your in-house team or a professional connection. |
| Lead generation | Send the client to an online fact find. |
| Engagement / feedback | Direct the client back to your website or to a Google survey. |
| Outside your specialism | Link to a referral partner who covers the area. |
| Wills writers | Send the wills box set with a link to book a will-writing appointment. |
| Non-LPA firms | Link to a local solicitor's contact details. |
| Long-term care | Partner with local care homes or the local authority and link out. |