Onboard

• Introducing Elements to People For The First Time
• Resources for Introducing Elements to People
• Setting the Right Expectations for Your Clients
• How To Engage Clients For The First Time
• How Elements Data Gathering Is Different
• Data Needed For Elements

• How to use the One-Page Plan taught by Carl Richards and Reese Harper
• How to generate a One Page Plan?
• Can my clients access the One Page Plan document on their own?

• Connect Claude to Elements with AI Connections
• Security & Privacy Practices for Elements AI‑Powered Features

• How does my client resume an unfinished web onboarding?
• How do I invite a new client or prospect on my Elements web portal?
• Incorporating Guaranteed Income Sources
• How to fix an unattached real estate loan?
• How do I know who has been invited to Elements?
• How do I delete the sample profiles that are in my account?

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