Rachel Thompson

• Compile handover packVAin 3d
• Schedule council inspectionClient Successin 7d

Pick a template, choose which steps apply, and add them to this client’s checklist with auto-assigned owners and due dates.

• Send welcome emailClient Success · +0d
• Hold kickoff callClient Success · +3d
• Send kickoff recapClient Success · +4d
• Collect proof of funds & IDVA · +5d

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• Identity (ID document)verified
• Proof of fundsverified
• Source of fundsverified
• Sanctions / PEP screeningverified

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Onboarded

4 Mar 2026

Client success

Client Success

Company

Thompson Property SPV