Draft the ramp-up expectations orientation
Drafts the brief orientation that tells the client what the first weeks will look like, what to prepare or make available, and when full advisory capacity arrives — framing listening-mode behaviour so early silence isn't misread.
In / outAdvisor's onboarding sequence and timeline → ramp orientation: what the first weeks look like, what client must provide, when full capacity arrives
You might say…
“Clients misread early listening as disengagement. This draft tells them: the quietness in week one is intentional — it's how I learn before I advise.”
What it does
Given the advisor's intended onboarding sequence and timeline, drafts the brief verbal/written orientation that tells the client what the first weeks will look like, what to prepare or make available, and when full advisory capacity arrives — framing listening-mode behaviour so early silence isn't misread. Used right after kick-off to manage expectations.
Trigger: Use right after kick-off to set ramp expectations before the first session — so the client doesn't interpret the onboarding period as a slow start.
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