Working with clients
How to onboard a new client, start to finish
The New client dialog, the Manual and Automatic paths, and what to collect on the first call.
Tomas Beck · Advisor success
Updated 26 Aug 2026
Onboarding is one dialog and one conversation.
Open the dialog
Advisor portalCRMPipelineNew client
Example only — this button is not clickable here.
Manual vs Automatic
- Manual: you enter the client's name and trip basics yourself. They never create an account, never log in, and you build everything on their behalf. Best for phone, WhatsApp and referral clients.
- Automatic: Tripdash emails the client an onboarding link. They answer the trip questions themselves and land in your Pipeline with a plan draft attached.
What to collect on the first call
- Home airport and passenger count, including child ages
- Date window and how flexible it is
- Total budget and what it must cover
- Must-haves and absolute no-gos
- Passport nationality and expiry, needed for booking
Then
- Set the sales stage so follow-ups are timed.
- Open the trip workspace and start the Plan tab.
- Send a short summary email the same day. Speed converts.