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Client onboarding playbook
Module 1: Introduction & foundations
The playbook
Lesson: Course welcome + how to use this pack
Lesson: Why efficient onboarding matters
Module 2: From enquiry to proposal
Lesson: How to run a prospect call
Lesson: Creating, sending and following up on proposals
Module 3: From proposal signed to setup
Lesson: Engagement signed & billing setup
Lesson: Compliance steps (AML, risk, DD setup)
Module 4: Internal sign-off & client handover
Lesson: Internal workflow and manager assignment
Lesson: Client welcome & handover
Module 5: Communication & client experience
Lesson: Managing expectations & communication
Lesson: First 90 days + upsell opportunities
Module 6: Tracking & continuous improvement
Lesson: How to track onboarding progress
Lesson: Collecting feedback & refining processes
Module 7: Wrap-up & next steps
Lesson: How to brand & embed in your firm
Lesson: Final checklist for implementation
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Lesson: How to track onboarding progress
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