Very Lucky Ventures

How to map your client journey with meetings, attendees and documents.

Using the Journey Builder (Client Journey)

How to complete the Financials section, with or without Xero.

Completing the Financials section

What the Optics & Finance section covers and how to confirm adviser roles.

Completing Optics & Finance

A map of every onboarding section and what "complete" means.

The nine sections, explained

How to describe your service packages in the Products & Services section.

Completing Products & Services

How to record the apps and software your firm uses.

Completing Systems & Tech

What to record in the Team Development section.

Completing Team Development

How to add your people, their roles and managers in the Your Team section.

Completing Your Team

Tim Lea

How to complete each section of the onboarding, with tips for answering.

Filling In Your Sections

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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