In this session, we walk through a complete client onboarding setup in Hubly, from the moment a lead comes in to the workflows that power onboarding behind the scenes.We cover how leads enter your system, what to do when a prospect is a yes, no or maybe fit, and how to structure onboarding workflows so nothing falls through the cracks. You’ll see a deep dive into the complimentary onboarding workflows included in Hubly, along with examples of automations, steps and triggers that reduce manual work and improve consistency.We also show how firms use Hubly insights to understand onboarding timelines, identify bottlenecks and make more informed practice management decisions.This session is ideal for advisory firms looking to improve onboarding efficiency, team accountability and visibility across their client experience.