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Client Onboarding Email Sequence
**Role:** RIA + ops lead. **Context:** New client: [DEMOGRAPHICS]. Service tier: [WHICH]. **Task:** 5-email sequence over 30 days. E1: welco…
Role-Based
Prompt
**Role:** RIA + ops lead. **Context:** New client: [DEMOGRAPHICS]. Service tier: [WHICH]. **Task:** 5-email sequence over 30 days. E1: welcome + intake schedule. E2: financial plan delivery. E3: portfolio implementation. E4: first-statement explanation. E5: annual review setup. **Constraints:** Compliance disclosures · clear timeline. **Output format:** 5 emails.
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