Advisory Motion
Wow #2 — Onboard the same way every time

Brighton Retail Group · Onboarding

A repeatable onboarding workflow runs the moment a client accepts. No partner chasing, no recreated checklists.

Onboarding progress
3 of 7 steps complete · baseline review Nov 15
In progress

Onboarding workflow

Same 7 steps for every advisory client

  1. 1. Engagement Accepted
    complete
    Owner: Partner
    Due: Oct 28
    Notes: Signed via offer page
  2. 2. Client Intake Sent
    complete
    Owner: Manager
    Due: Oct 29
    Notes: Owner Command Center intake
  3. 3. Financial Data Connected
    complete
    Owner: Associate
    Due: Nov 02
    Notes: QBO connected; payroll feed live
  4. 4. Operational Data Collected
    in progress
    Owner: Associate
    Due: Nov 08
    Notes: POS exports pending from store #2
  5. 5. KPI Setup
    in progress
    Owner: Manager
    Due: Nov 10
    Notes: Retail template applied
  6. 6. First Baseline Review
    pending
    Owner: Partner
    Due: Nov 15
    Notes: Scheduled with owner + ops lead
  7. 7. Monthly Cadence Started
    pending
    Owner: Manager
    Due: Dec 01
    Notes: Recurring 2nd Tuesday

Onboarding checklist

Auto-applied for this package

  • Confirm advisory package
  • Collect client goals
  • Connect accounting system
  • Upload prior financials
  • Identify key business drivers
  • Set reporting cadence
  • Schedule baseline review

What runs automatically

No manual setup needed

  • · Industry-specific intake (Retail) sent on accept
  • · Retail KPI template applied to client portal
  • · Tasks created in your PM system with owners
  • · Baseline review scheduled with partner
  • · Monthly cadence calendar invite drafted