Client onboarding
Prepare for the first meeting with a clearer picture
New enquiries bring information from different places. Give your team a shared starting point: the lead, the information requested and the next conversation.
How the work fits together
Keep the enquiry organised
Record contact details, the enquiry source and its stage. Your administrator and adviser can refer to the same lead when preparing the next step.
Request the information you need
Configure the pre-meeting form for personal details, assets, income, liabilities, expenses, protection and goals. Use your practice branding and choose which sections to request.
Review what has arrived
Check the lead's financial information and form completion before the meeting. Identify missing details and prepare questions about the client's priorities.
Coordinate the follow-up
Create tasks for the people responsible for the next steps. Record due dates and progress so the handoff from administration to adviser is clear.
What your team works with
- A lead record the team can refer to
- Pre-meeting information organised by topic
- Clear ownership of follow-up work
Illustrative example
A day in an advice practice
A couple enquires about retirement planning. The administrator records the enquiry and requests their pre-meeting information. The adviser reviews their assets, commitments and goals, then uses the first meeting to clarify priorities. Follow-up tasks capture the documents and information still needed.
Questions about this workflow
Can we brand the onboarding form?
The onboarding settings include practice colours, a logo and welcome and next-step messages.
Can we choose which information to collect?
Pre-meeting configuration lets your practice select visible and required sections. Tailor the request to the information needed for the meeting.
Explore the supporting features
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Explore client onboarding in a demo
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.