Handling Consultation Requests

The Consultation Requests Inbox

Your Consultation Requests inbox shows all pending and past requests with:

• Client name and email
• Date submitted
• Message (if provided)
• Status — Pending, Responded, or Archived

Managing a Request

Notification Preferences

By default, you receive an email for every new consultation request. You can adjust notification frequency in Settings → Notifications:

• Immediate — email on every request (default)
• Off — no email notifications (manage requests from the dashboard only)

Converting Requests to Clients

Once you begin working with a prospect, you can convert them to a connected client:

See Inviting Clients for the full client invitation flow.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.