I'm a big proponent of a few things, the first being if it's not in the CRM it didn't happen, when your advisors list things in emails they are adding a step of inefficiency to the process, I would suggest setting up task templates/ Workflow templates that helps keep all the needed information in there. I would imagine if implemented properly things would missed less often and that their would be a more consistent way to communicate things.

@Stephanie Reilly That's a great Idea we are planning a meeting to work out how we want our workflows to initially look during our transitions and I will check that out

@Ceri Cundiff Hi so I'm going to probably give you too much detail here so hopefully it helps but when it comes to our onboarding meeting or onboarding process we have a couple of steps and outcomes for what the meeting will look like. One circumstance we can have is where an advisor feels confident that on his second appointment he will close with a specific plan, we have three different avenues we might use for an application one is DocuSign currently through TD Ameritrade, digital apps for annuity companies that have them and paper applications for anyone who doesn't. Before the second meeting we enter as much information as we have beforehand and enter the remaining once we get a go (for paper apps I use a combination of field naming within a PDF in order to have it virtually done and print when they are there.) Now I'm not sure if your DocuSign system is different but every digital application I have used is one that allows you to do the DocuSign on either a computer or the CSA's laptop. I would take a look at whatever you're system looks like because I feel confident that it's on there. The only change for a sole onboarding meeting is that at the end of the second you gather all the information you would need to complete the applications fully ahead of time so when you enter the meeting you can keep things as consise as possible, it also offers some good space for your people to come in and complete rollover calls at that time. I'm not quite sure if that was helpful information or not but let me know if there is anything specific you wanted to know. One small point as well regardless of online or physical apps we always prep physical transfer paperwork for a signature as well to save the annoyance of having to reach out to the client later if we learn the companies needs a wet signature

I can give you a view from someone who has been working with Wealthbox with a company that is looking into switching away from it. Some big issues we face are the lack of automation especially regarding the workflows. When would design them to be as detail oriented as necessary we found either needing several repetitive steps or worse the inability to make workflows with tasks occurring at the same time. We are looking at switching away because it is just far too difficult to scale using Wealthbox and if you can't keep everything as concise as possible a lot of your time will be spent to just manually updating and assigning tasks.

@Rachel Tyson Within wealthbox it feels like we are completely lacking in automation, not to mention if your workflows had two tasks that needed to be set at the same time you would have to choose from one or the other. If you let me know some of the automations you use I might be able to let you know if they are something that is comparable or even possible in wealthbox.