Prospect pipeline

Before you start

• Access to Prospects in your organisation.

Where to find it

• Left sidebar → Prospects. Switch between the board and list views, or open Closed · 30d and Nurture.

How the board is organised

• Board columns: Not started, Introduction, Discovery, Data Gathering, Disclosure & TOE and Review. A prospect moves across as its onboarding workflow progresses.
• Each card shows the owner adviser, value (funds under management and annual insurance premium, where recorded), the next action and whether it is waiting on the client.
• Lead sources: Referral, Website, Seminar, Network, Existing client intro, Cold outreach and Other.

Add a prospect and start onboarding

1. 1

   Step 1: Select New prospect

   Enter the prospect's details, including the owner adviser and lead source where you have them.
2. 2

   Step 2: From the prospect's actions, select Start onboarding

   This starts a Client Onboarding workflow. See Onboarding and workflows for meeting-first and forms-first options.

Keep prospects moving

1. 1

   Step 1: Check the next action

   Every active prospect should have a next action. Cards showing No next task need one.
2. 2

   Step 2: Chase the client

   From the actions menu, select Chase client. Wealthie shows What will be sent (the current onboarding reminder email) before you select Send chase.
3. 3

   Step 3: Park a prospect who is not ready

   Use Park prospect in Nurture and choose a reason, such as Awaiting funds / term maturity, Health circumstances, Plan paid, not implemented, Timing — personal, Awaiting third party, Budget or Other. Add a note about what you are waiting on and a date to re-engage.
4. 4

   Step 4: Re-engage from Nurture

   The Nurture page lists parked prospects with their reason and wake date. When the date is reached, re-engage the prospect or mark it lost.

Close and reopen

1. 1

   Step 1: Use Mark prospect as lost

   Choose a reason, such as Timing / not ready, Chose another adviser, Fees / price, Scope mismatch, Ghosted / unresponsive or Unqualified. The prospect moves to Closed · 30d.
2. 2

   Step 2: Reopen if they come back

   From Closed · 30d, select Reopen. The loss reason is cleared and the prospect lands in Nurture with a follow-up task. The cancelled onboarding workflow is not restarted; start a new one when you are ready.

What you should see

• Active prospects on the board, each with an owner and next action.
• Parked prospects in Nurture with a reason and wake date.
• Closed prospects with a recorded outcome.

What is saved or sent

• Send chase emails the client the current onboarding reminder. Nothing is sent until you confirm.
• Starting onboarding can email the client, depending on the workflow options you choose.
• Parking, marking lost and reopening update the prospect record only.

If something goes wrong

Chase not sent

Check the client's email address on file and the assigned adviser's mailbox connection, then try again.

A prospect was marked lost by mistake

Reopen it from Closed · 30d. It returns to Nurture with a follow-up task.

A prospect is missing from the board

Check Nurture and Closed · 30d, and clear any adviser filter.