Answer 8 questions about how new clients move through your practice. You'll get a green, yellow, or red rating — plus the specific structural fixes that matter most.
When a prospect says yes, how does their information reach the person who onboards them?
Is your onboarding process written down as a step-by-step workflow with owners and due dates?
How does client information get into your CRM?
What does a new client hear from you in the first 48 hours?
If an account transfer stalls, how do you know?
How do you collect outstanding documents?
Can you prove every onboarding step was completed for your last new client?
What would your last onboarded client say the experience felt like?
That's the work I do — documented workflows, CRM configuration, and team handoffs, built for your practice.
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