Use this checklist to make sure your practice is ready before inviting clients and going live on the advisor directory.
Pre-Launch Checklist
- Profile complete — headshot uploaded, bio written, designations listed, licensed states selected
- Directory listing reviewed — preview your public profile to make sure it looks polished and accurate
- Subscription confirmed — verify your tier and seat count under Account
- Personal banking tracker set up — add at least one of your own policies in Consumer view so you understand the client experience
- First client invited — send at least one invitation (connect or seat) to confirm the flow works
- Pipeline stages customized — review the default pipeline stages and adjust names or order if needed
- Referral link tested — copy your referral link and open it in an incognito window to verify the sign-up experience
- Notification preferences set — check Settings to configure which client activity notifications you want to receive
Optional but Valuable
- Import existing clients — if you have a client list, use the bulk invite feature to send invitations in batch
- Create a starter scenario — build a shareable scenario that you can use during client onboarding calls
You do not need to complete every optional item before going live. The checklist above covers the essentials — everything else can be done as your practice grows.