Structured from Day One
Client onboarding that
runs without you.
From proposal to fully onboarded household — every step is tracked, assigned, and on schedule. Your team knows exactly what to do, in what order, without waiting for instructions.
The Problem with Onboarding Today
Every new client is a
reinvention of the wheel.
You've signed a new client. Now what? Most firms rely on memory, scattered checklists, and the advisor's personal knowledge to drive the onboarding process. The welcome call happens when someone remembers. Document collection drags on for weeks. The CPA introduction happens too late. And by the time you present the financial plan, you've already lost momentum.
CanyonOps replaces that chaos with event-driven workflows — structured, sequenced task lists that auto-generate when a prospect converts to a household. Every task has an owner, a deadline, and staggered timing so nothing bottlenecks.
Key Capabilities
From prospect to fully
onboarded in one system.
Event Workflow Templates
When a life event or onboarding trigger fires, CanyonOps auto-generates a coordinated task list from a template. Each template defines the tasks, their order, staggered deadlines, and default assignees. Start with built-in defaults or create your own workflows from scratch.
Proposal Pipeline
Track every prospect through three stages: Draft, Shared, and Converted. When a prospect says yes, convert the proposal into a full household with one click — the service tier, onboarding workflow, and initial task list are all set up automatically.
Role-Based Task Assignment
Each onboarding task knows who should own it — advisor, staff, or professional. The welcome call goes to the lead advisor. Document collection goes to the ops team. The CPA introduction goes to the advisor with a nudge to the staff member who tracks follow-ups.
Staggered Deadlines
Workflows define relative timing — "3 days after trigger," "1 week after trigger," "2 weeks after trigger." When the workflow fires, CanyonOps calculates concrete dates from the trigger event. No more manually counting business days or forgetting to set follow-up deadlines.
8-Step Onboarding Checklist
Every new household gets an 8-step onboarding progress tracker: contact info, service tier assignment, module configuration, CPA introduction, estate attorney introduction, insurance review, welcome meeting, and financial plan delivery. See exactly where each household stands in the process.
Proposal-to-Household Conversion
When a proposal converts, CanyonOps creates the household record, assigns the chosen service tier, activates the corresponding service model, and provisions the onboarding workflow tasks — all from a single conversion action. The team gets their assignments immediately.
In Action
A real onboarding workflow,
step by step.
When the Henderson family converts from prospect to client, this is what your team sees immediately.
Day in the Life
From first meeting to
fully onboarded.
Scenario: Jake onboards the Henderson family as a Family Office client
Create the Proposal
After the initial discovery meeting, Jake creates a proposal in CanyonOps. He selects "Family Office" as the proposed service tier, adds notes about the Hendersons' financial picture — $2.4M in assets, a business they're looking to exit, and estate planning concerns. The proposal lives in the Draft column until he's ready to share it.
Share & Track
Jake moves the proposal to Shared status. The system tracks the date and time. He follows up a week later — the Hendersons are ready to move forward. No spreadsheet needed to track where things stand.
Convert to Household
One click converts the Henderson proposal into a full household record. CanyonOps assigns the Family Office service tier, activates the corresponding service model with 38 annual tasks, and fires the onboarding event workflow — generating 8 onboarding tasks with staggered deadlines over the next 4 weeks.
Team Execution Begins Immediately
Sarah, the ops manager, sees 3 tasks assigned to her: send the data gathering questionnaire (due tomorrow), collect documents (due in 4 days), and schedule the insurance review (due in 19 days). Jake sees his tasks: welcome call (today), financial plan analysis (due in 11 days), and professional introductions (due in 14-17 days). Everyone knows their lane.
Track Progress at a Glance
Two weeks in, Jake opens the Henderson household page. The onboarding progress bar shows 37% complete — 3 of 8 steps done. He can see that document collection is finished, the financial plan is in progress, and professional introductions haven't started yet. In the weekly team meeting, he pulls up this view to check status without asking anyone for an update.
Connected System
Onboarding feeds the
entire practice.
When a household is onboarded, it's immediately part of the Service Calendar. Tasks flow to team members. Professional introductions connect to the COI network. Everything is connected from day one.
Early Access
Never scramble through
onboarding again.
Be the first to experience structured client onboarding. Early access members get founder pricing, direct product input, and priority onboarding.