New-Client Onboarding Sequencer
Every firm loses a percentage of new clients in the first 30 days because onboarding is ad-hoc. This tool generates a personalized 30-day welcome sequence — every touch scripted, every task tracked, every client treated like your best one.
New client
Tax prep
Bookkeeping
Monthly CFO
Wealth management
Estate planning
Payroll
Business advisory
Audit
Other
Individual
Small business owner
Nonprofit
Corporate
Retiree
Switching from another advisor
Had bad experience before
Very tech-averse
Wants minimal contact
Needs hand-holding
Compliance / audit pressure
You'll get
- → 7 scripted touches across 30 days — email + SMS, fully drafted
- → Personalized by service mix, client type, and concern flags
- → Retention lift estimate + annual LTV impact
- → Firm task list you can paste straight into Asana or Trello
- → Branching logic — tech-averse clients get a screenshare offer, switchers get continuity messaging, minimal-contact trims to 4 touches
Placeholders like [PORTAL_LINK], [CALENDLY_LINK], [SURVEY_LINK] for you to swap in.