Course 06 · Advisory Expansion
The Client Onboarding Experience
Move clients from signed proposal into a clear, repeatable ongoing relationship.
One-time purchase
$39
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What this course covers
The space between signed proposal and smooth ongoing relationship is where most service problems start. This course builds clean intake, system access, expectations, and communication standards in the first weeks.
Then the ongoing experience: communication rhythm, renewals, upgrades, and clean offboarding, so every client moves through the same lifecycle instead of private arrangements the owner has to remember.
What you leave with
A client journey with clean intake, access, expectations, communication, renewals, and offboarding.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
6 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
The Onboarding System: From Handoff to Active Client
See the full ten-step onboarding system, the one client record, the software spine, and the complete-when standard that makes every step checkable.
~16 min
- 02
The Handoff, the Welcome, and the Portal
Confirm the sales handoff completely, open the client portal, and send the welcome that sets the tone for the whole relationship.
~15 min
- 03
Collecting the Information You Actually Need
Run information collection as a structured review step that produces reliable setup data, not a pile of received files.
~14 min
- 04
Proposal, Engagement Letter, and Billing
Turn verified client information into a clear proposal, a controlling engagement letter, and billing that matches the signed agreement.
~14 min
- 05
Building the Client Financial Infrastructure
Set up the tax profile, stand up bookkeeping with a clean transition, and complete catch-up work in the right order.
Coming Soon
- 06
Ongoing Workflows and Closing Onboarding
Convert the onboarding project into a scheduled recurring service, set client expectations, and close the onboarding job formally.
Coming Soon
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Ready when your firm is.
Get started free, preview the Academy, and buy this course when it matches the problem in front of you.