Is the new client onboarding template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

New client onboarding template with every task dated from the day you start

Fact-find to policy delivery: every step of a new client's first case, dated from today.

6 sections
43 tasks
Opens as a list
Dated from day 1

New client: [name]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Before the first meeting

Send the meeting confirmation and what to bringDay 1Ask for existing policies, payslip or income figures, CPF statement, and any loan letters.
Prepare the fact-find form and the disclosure documentsDay 1
Read up on the referrer's note about themWho introduced them, what they said the client wants.

Fact-find meeting

Fact-find meetingDay 3, 10:00High
- Personal and family details
- Income, expenses, assets, liabilities
- Existing coverage and gaps
- Goals: protection, savings, retirement, children
- Risk profile questionnaire
- Agree what happens next and when
Write up the meeting notes the same dayDay 3, 17:00What they said in their own words. It is what the recommendation has to answer.
Send a thank-you message and the summaryDay 4

Needs analysis and recommendation

Complete the needs analysisDay 5
- Protection gap: death, disability, critical illness
- Hospitalisation cover and rider
- Savings and retirement shortfall
- Affordability check against income
Draft the recommendation and the basis for itDay 6High
Get the quotes and illustrationsDay 6
Check the recommendation with your manager if the firm requires itDay 7

Presentation

Presentation meetingDay 9, 10:00High
- Walk through the needs summary first, products second
- Explain premiums, term, exclusions and the free-look period
- Answer objections; note the ones you could not
- Agree the decision or the next date
Follow up on open questionsDay 10

Application and underwriting

Complete the application with the clientDay 12High
- Identity and address documents
- Health declaration, answered fully
- Payment method set up
- Client signs every page
Submit the caseDay 12
Book the medical exam if underwriting asks for oneDay 14
Check underwriting statusDay 17Chase requirements the same day they are raised.
Explain any counter-offer, loading or exclusion to the clientDay 21

Delivery and after

Deliver the policy and walk through itDay 26
- Confirm the details are right
- Explain the free-look window and how to reach you
- Nomination of beneficiaries
Record the closed caseDay 26
Ask for a referralDay 27While the experience is fresh. Who else should you be talking to?
Thirty-day check-inDay 56
Set the annual review dateDay 57Add it to the Annual policy review template for this client.

About this template

The first case with a new client is where trust is won or lost, and it has a dozen steps that are easy to lose between calls. This project lists them in order: the fact-find, the needs analysis, the recommendation, the application, underwriting, delivery and the first follow-up.

Name the project after the client. The dates assume a case that closes in about a month; drag them if yours runs faster.

Tips from the template

Rename the project to the client's name and add them in Contacts.
Put the fact-find findings in the first task's description so the whole case reads from one row.
Log each meeting in the Log as you complete its task.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find New client onboarding and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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