Our onboarding changes by client type. Can the checklist change?
Yes. You choose the client types and the steps for each.
Financial advisors
Every enquiry needs a clear route to the first meeting.
For financial advisory firms doing $500,000 or more a year with 2 to 49 users.
Where it sticks
Each prospect moves from an intro meeting to an agreement and on to signing, in one pipeline with a named owner for every step.
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Sales: You meet every prospect, but the agreement goes out late, and an enquiry has no clear route to that meeting.
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Operations: The steps from first meeting to signed agreement depend on whichever advisor handles it, and each prospect is a little different.
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Automation: A prospect's details are entered again in the calendar, and then again in the planning tool.
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Marketing: Every post needs a second look before it goes out, so the website and your posts sit still.
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Operations: The records process depends on one compliance person's memory.
What we build
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Sales:
We build a pipeline with a stage for each step: enquiry, intro meeting, agreement out and signed. You meet the prospect, and your advisors do the selling. The agreement template is drawn from your firm's own approved wording. Each enquiry sits on the dashboard beside its stage and what happens next.
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Operations:
We write the steps from first meeting to signed agreement, and the billing steps, as one-page processes, each with a named owner. You stop being the only one who knows the steps. The pages and their owners are on your checklist.
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Automation:
We build a review-cycle view: each client shows a review stage and the month of their next review, and review meetings go on your firm's calendar. Your staff prepare from a checklist tied to each meeting. The view holds stages and months, never account or planning data.
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Operations:
We write a one-page records process from the list your compliance person gives us: where each kind of record lives, who owns each step and who checks it. We add no rule and set no period. Your compliance person signs it.
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Marketing:
We draft posts for your website and social pages, and each one goes to the person at your firm who approves content before it is published. We never write a performance figure or a client quote.
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Review-meeting invitations and reminders, and a thank-you to a professional who refers a client, send themselves from your own system in wording you approve. Nobody at Susanoo writes to your clients.
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After hours, calls go to a message step you approve, and each enquiry waits in the pipeline for an advisor.
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Before anything is connected, we agree with you in writing which details never enter the system.
First 30 days
The first month has the items below, and the plain test for "done" is written on the checklist beside each one.
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A CRM running by day 10, with stages from enquiry to a signed agreement.
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Enquiries from your form and your email gathered in one pipeline.
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An onboarding checklist for new clients, with an owner and the due days your firm sets for each step.
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The review-cycle view, with each client's next-review month, and a preparation checklist for your staff.
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Three written processes, for intake, the agreement and billing, each with a named owner.
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Advisors and assistants trained on the tools each of them uses, with the weekly call fixed.
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An approval sheet that names the person who approves content and your compliance person.
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A written list, agreed with you, of the details that never enter the system.
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The records process page, signed by your compliance person.
Tools and rules
Google Calendar and Calendly carry your intro and review meetings, and Zoom carries the video call.
Tool names belong to their owners. Susanoo is not affiliated with them.
Provincial rules apply.
FAQs
Can we see which clients are coming up for review?
Yes. The review-cycle view shows each client's next-review month, and review meetings are booked on your firm's calendar.
Who meets the prospect?
An advisor at your firm. Our part is the route from first enquiry to that meeting, plus the training around it.
Does the review view replace our planning software?
No. Your planning software stays in place, and the review view holds only a review stage and a month for each client.
Can the agreement wording stay ours?
Yes. We write no terms. The template is your firm's wording, and your advisors decide when an agreement goes out.
Will the written processes cover our billing steps?
Yes. Billing is one of the three processes, and each step has a named owner on your checklist.
Do my assistants need training?
Each assistant is trained on the tools their own work uses.
Who owns each step of onboarding?
A named person at your firm, set by you on the checklist. Your forms stay your own, in your own tools, and we write none of them.
Do you touch our clients' accounts or planning data?
No. What goes into the system is agreed with you in writing before anything is connected.
Can you use client testimonials or performance figures?
Only if your professional body allows it, and only with your approver's sign-off. We do not decide it, and we never write a performance line or a client quote.
Who decides what records are kept?
Your compliance person. We write down the steps they give us and give each one an owner.
The price
Prices start at $5,000 a month
Prices in CAD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
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Day 1
Work starts.
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Day 10
Your CRM is running and your build is mapped.
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Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
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Day 90
Full effect.
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The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
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The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
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The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
Start free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.