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Existing Client Lane

Full engagement arc for returning client — advisor advances at each gate

Paul Miller
Partner — Greenfield Advisory Group
✓ Returning Client 3 Prior Engagements
$18,000
Total Value
3
Playbooks
7
Days in Pipeline
$18,000
Proposal Value
3 Playbooks
Succession, Estate, Valuation
Day 7
Signature Pending — viewed 3×
Engagement Lifecycle Engagement #42 · Started 2026-04-28
  1. ✓
    Intake Complete
    Known-client guided intake — pre-filled from engagement profile. Completed 2026-04-28.
  2. ✓
    Profile Built
    12 evidence items, 3 open questions resolved. Engagement memory updated.
    View client brief →
  3. ✓
    Proposal Draft Generated
    AI-assisted draft created from structured context. Advisor-reviewed and approved before sending.
    View draft →
  4. ✓
    Deck Published
    Slide deck published and available via tokenized link.
    View deck →
  5. ✓
    Sent for Review
    Sent 2 days ago · Viewed 3 times by Paul Miller
    View proposal link →
  6. ⏳
    Signature Pending ● Current
    Paul has viewed the proposal 3 times but has not yet signed. Typed signature (not DocuSign) — Paul types his name to accept.
  7. ○
    Payment / Invoice
    Stripe invoice framing — no live payment processing in demo. Advisor sends invoice link post-signature.
  8. ○
    Kickoff
    Deterministic kickoff packet generated post-acceptance. Advisor sends kickoff brief to client.