ONBD’G - Onboarding Client Education - November 2024

"To work harmoniously with your clients you need them to feel confident in your processes and the technology you will all be working in. This workflow has the steps and communications as best I could lay out. Every firm and every client will have unique needs, so set this up to suit you. This is really a workflow template for you to noodle through your process. It may feel a bit messy right now because this is such a firm-centric process. Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize communication and tags."