Kick-Start Tech Setup

In our first meeting, we discuss your firm’s vision and client service model, finalize your tech stack, and outline our support structure. In our final meeting, we review the completed setup together to ensure you are fully equipped to hit the ground running!

You receive a final deliverable detailing your core systems, complete with linked how-to guides for each component of your tech setup.

We integrate all applicable systems within the XYPN tech stack to ensure data integrity, eliminate manual data entry, and streamline your daily workflows.

We add your logo, draft standard service descriptions, configure invoice details, including disclosure, and enable e-Signature functionality for a seamless agreement signing process. 

In addition to branding your scheduling page with your logo, an upgraded account allows us to customize specific meeting event types and build automated workflows complete with personalized client communications.

An upgraded account allows us to white-label your checklists, flowcharts, and summary guides to elevate your brand authority, and favorite the most frequently used resources for quick access.

We brand your client-facing tax documents with your logo and color, add necessary disclosures, and build a custom tagging system to segment clients by their planning needs.

We fully customize your Client Service Agreement by incorporating your logo, a branded welcome page, and essential firm details, so it is ready to send for a seamless client onboarding experience.

We create standardized task templates, build a structured vault file tree for organizing client documents, and integrate your firm's logo and brand colors.

 We provide a ready-to-use, standardized compliance tracking spreadsheet, allowing you to record your actions and upload to Smartria, if desired.

To streamline your firm's daily operations, we customize your CRM with tailored tags, custom fields, and workflows, along with standardized templates for reports, notes, and tasks.

Configure XY Archive to capture your email, website, and social media activity, creating a securely stored and easily accessible record of all client communications and advertising for compliance reporting.

You receive a branded and personalized client service calendar that sets the tone for meeting cadence, newsletter content, and services provided.

We design branded email signatures for your primary and support email addresses (if applicable), complete with logo and Calendly links, as well as provide a set of foundational client email templates to streamline your communications.

We establish a best-practices client file tree structure, including standardized file naming conventions and a compliance-ready foundational business folder setup.