Meridian household onboarding
Track every household from intake to signed advisory packet.
This demo keeps the flow simple: qualify the prospect, launch a three-document packet, then move the household into active service once the sequence is complete.
- Packet
- IMA, Fee Acknowledgment, ADV Part 2
- Sequence
- Signed in order, one document at a time
- Outcome
- Household is promoted to active service
Households
5
1 ready to launch
Live onboarding
2
Signing packets in progress
Active clients
2
All three documents complete
Advisory pipeline
The pipeline below keeps the flat visual language from the other demos, but restores clear kanban lanes and stacked cards so each stage reads like an actual board.
Prospect
Qualified households waiting for the first packet launch.
1
Onboarding
Live packets already sent and signing in sequence.
2
Active
Relationship is live and the full packet is complete.
2