RightCapital’s Post

Name: RightCapital on LinkedIn: Interested in streamlining your onboarding process? Here's Alexus Rogers…
Uploaded: 2024-08-07T14:19:14.029Z
Channel: RightCapital
Description: Interested in streamlining your onboarding process? Here's Alexus Rogers, walking us through the creation and application of onboarding templates, introduced this summer to save you time and energy:

RightCapital

6,100 followers

2mo

Interested in streamlining your onboarding process? Here's Alexus Rogers, walking us through the creation and application of onboarding templates, introduced this summer to save you time and energy:

Transcript

So under Templates onboarding we click on the Add Template button. We can then start to customize what we want to use for templates and we can of course, create multiple templates when it comes to onboarding. So especially if you might have a couple different layouts that you like depending upon your client base, maybe it's based off of the different way that you do planning with the clients or the generational preferences, anything along those lines. You can certainly create multiple templates to leverage, but when we click on the Add template button, we can then click on the pencil icon right here to retitle this. And this is going to be our onboarding workflow. Number one. We're going to hit the check mark to save the name change. And then from here we can decide which template formatting we want to use, whether we prefer the profile cards layout or whether we prefer the blueprint layout for this template. In this case, we're going to select the Blueprint template layout because we like this a little bit more than the profile cards for what we're looking to establish for our data entry process. So when we select Blueprint, we can then check off what we want to include. For each of these, we can also reorder. So maybe in this case we do like to cover income, savings and expenses first. After we answer that first question of who we're planning for, of course, then net worth and then goals, then we'll talk about vault and risk questionnaires. Once again, we can click on the header right here to choose which risk questionnaire we're going to be assigning and if we're including both client and Co client. Once we hit save. Now when we go to the clients list and we search for that individual client. And we go to the onboarding tab. We now have the option to select an onboarding template. So when we select an onboarding template, we're applying it to this individual client that we have selected right now and that's going to pre fill all those selections for us and also reorder them for us as well. But it's important to note that even if we apply a template, you still can customize this template further by dragging and dropping or deselecting or selecting specific ones. You still have full customizability even after applying a template, but the template can be serving as a way to just streamline your workflow in terms of if you are continuously selecting the same things over and over again.

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