Advice Presentation & Client Acceptance

Q: Can advisors still personalise the tone and messaging in the advice email?

Yes. The automation sends the document and reminder emails, but advisors can customise email templates to match their communication style before the automation runs.

Q: What if a client has already signed the document outside of DocuSign?

Advisors can manually upload the signed document to the CRM and mark the client as accepted. The automation will skip the signature request for that client.

Q: Does the automation work with clients who use different email providers?

Yes. The automation sends emails and signature requests to any email address, regardless of the provider the client uses.

Q: How does the automation handle clients who do not respond to reminders?

The automation sends reminders at day 3 and day 5. After that, advisors can manually follow up or adjust the reminder schedule based on their firm's preferences.

Presenting advice and capturing signed acceptance before implementation begins.

224 hrs

Manual time identified

Companies have mapped

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About This Automation

Advice presentation and client acceptance is the process of preparing personalised financial plans, sending them to clients, following up until signed, and logging acceptance in the firm's systems.

Automation generates personalised advice documents instantly from client data, sends automated reminders when clients delay, and logs all acceptance records in a single source of truth. Clients receive their plans faster and advisors reclaim hours spent on formatting and chasing.

Key features:

Generate personalised advice documents in seconds from client data stored in your CRM

Send advice documents and automated follow-up reminders without manual email composition

Monitor digital signature status and trigger reminders at day 3 and day 5 if unsigned

Log client acceptance and signed documents automatically in your CRM and file storage

Eliminate duplicate data entry across email, spreadsheets, and CRM systems

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual document customisation Advisors spend 25 minutes per client manually inserting names, goals, and recommendations into templates.	80%
2	Reactive client follow-up Without automated reminders, advisors spend 2 to 3 hours per week chasing clients who have not reviewed or signed.	67%
3	Duplicate data entry Acceptance status is logged separately in email, spreadsheets, and CRM, creating inconsistency and rework.	53%
4	No signature tracking Advisors manually check DocuSign status and send reminders without visibility into who has signed.	40%
5	Slow client turnaround Lack of automated reminders extends the average acceptance timeline from 5 to 7 days.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.4/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.7/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Plan marked readytrigger

Workflow triggers when advisor sets plan status to 'Ready for Presentation', pulling client contact info and plan details automatically.

2. Generate personalised advice document

Retrieves plan data and uses a template to generate a fully customised PDF advice document with client name, goals, and recommendations.

3. Upload document

Generated PDF is uploaded to a shared folder with a standardised naming convention for easy retrieval and audit.

4. Create envelope

Document is sent for e-signature, with client email and signing instructions pre-populated.

5. Send presentation email

Personalised email is sent to client signing link, introduction, and next steps. Email is logged for tracking.

6. Schedule automated follow-up reminders

If client has not signed within 3 days, a reminder email is automatically sent. A second reminder goes out at day 5 if still unsigned.

7. Log acceptance and update CRM

When client signs, signed document is automatically saved and acceptance status is updated with timestamp and document link.

8. Notify advisor

Advisor receives a notification confirming client acceptance, signed document location, and next action steps.

Most popular tool stack used

— the complete tool combinations companies use

58% of companies

28% of companies

13% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

1.9k hrsIdentified

24Mapped

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Frequently asked questions

Everything you need to know before mapping this process.

What happens if a client requests changes to the advice document?

The advisor can update the plan details in the CRM, and the automation will regenerate the document with the changes. The new version is sent to the client for review and signature.

Can advisors still personalise the tone and messaging in the advice email?

What if a client has already signed the document outside of DocuSign?

Does the automation work with clients who use different email providers?

How does the automation handle clients who do not respond to reminders?

View more FAQs

Process pain:8.4/10

Mapped by:7 Companies

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Page updated 10 August 2026