Operations
How do I onboard a new adviser to a paid-marketing practice?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I onboard a new adviser to a paid-marketing practice?
4-6 week onboarding: brand, compliance, CRM, calendar, lead routing, scripts, offline events. Ideally start with warm retargeting traffic before new-lead volume.
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Weeks 1-2
- Brand, bio and credential copy
- Compliance sign-off of creative and landing pages
- CRM setup + calendar availability
Weeks 3-4
- Warm retargeting audience exposure
- First consultation cohort (existing leads)
- Qualification script validation
Weeks 5-6
- New-lead volume switched on
- Offline conversion feedback loop live
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