Sage — The AdvisorClient Management
Master the art of client relationships with AI-powered prep docs, follow-ups, onboarding materials, and status reports. Sage remembers context across every interaction.
3 modules75 minutesBeginner
What you'll learn
Generate meeting prep briefs automatically
Create client onboarding packages
Produce status reports from project notes
Build follow-up sequences that maintain relationships
Skills you'll gain
Meeting PrepClient OnboardingStatus ReportsFollow-upsRelationship Management
Curriculum
Module 13 lessons
Client Foundations
Meet Sage — The Advisor
video5 min
Setting up client context
guide7 min
Exercise: Prep for a real meeting
exercise10 min
Module 24 lessons
Client Deliverables
Onboarding decks and welcome packages
video8 min
Status reports and project updates
guide7 min
Follow-up sequences
guide6 min
Exercise: Build a client onboarding workflow
exercise12 min
Module 32 lessons
Scaling Client Work
Managing multiple clients with context switching
video8 min
Exercise: Multi-client workflow
exercise12 min
Ready to start?
This course is free. Jump in and ship your first deliverable today.