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BaxADVISORY
The onboarding piece, built
Under a minute, and it's running in your tools. One trigger at the front of your process, and the new client is set up in Monday and Dropbox before anyone touches a keyboard.
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BaxADVISORY
Under a minute, and it's running in your tools. One trigger at the front of your process, and the new client is set up in Monday and Dropbox before anyone touches a keyboard.
One human step at the front. Everything below runs off the details captured there, with nothing re-keyed and nothing renamed by hand.
The client and the deal created for you, sitting on your pipeline where you'd expect to find them. Not a card you set up and then move, a card that appears already filled in.
Ten folders built in Dropbox, the client's name on every one, matching the way your practice already files.
The forms required to provide advice (CAF, Authority to access information, Initial plan fee) prefilled and filed, each one flagging what's still to be collected.
What's been done, what's still outstanding, and a full audit trail behind it. You read one email instead of checking four places.
The trigger is yours to pick. A website enquiry, as in the video, or a fact find saved to a folder, or an email with the client's details sent to an inbox. Whatever your team already does first and does every time. Built here on a sample practice so you could see it end to end. In your build it runs on your Monday board, your Dropbox and your own forms.
That's the bulk of the four hours a client we talked about. The roadmap proposal covers the rest of it, the scope and the price, and nothing in it has moved since my email on the 22nd.
No need to reply before you've had a chance to talk it between you. I'll give you a ring Monday as planned.