P8 — New Client Lane · Wave 4: Honest Stub

New Client Pipeline — Advisor View

Track and advance a new prospect through onboarding — every gate requires advisor action.
AT
Alex Torres — Torres Financial Group
New Lead · Step 1 of 5 Source: Referral from Paul Miller
Onboarding Pipeline
✓
Step 1 of 5
Initial Intake
Intake form submitted via public token.
Advisor reviewed: Sarah Chen — April 30
View Intake Advisor-initiated
2
Step 2 of 5 — In Progress
Profile Creation
Building engagement context from intake responses.
Advisor advances manually after reviewing intake.
Advisor-initiated — not automated
Build Profile Advisor-initiated
3
Step 3 of 5
First Proposal Draft
AI-assisted draft generation — advisor approves before client sees it.
Live verification pending
Generate Draft Available after profile is confirmed by advisor
4
Step 4 of 5
Send for Review
Available after proposal approved by advisor.
5
Step 5 of 5
Acceptance & Kickoff
Available after client accepts.
Advisor Actions
Advance to Profile Building Send Reminder to Alex Archive Lead All actions: Advisor-initiated