Northwind Partners client

Maturity: nascent · Prototype altitude: task · v1 plumbing render

Sources → Verbatims

Discovery call — Managing Partner discovery-call · 2026-06-02
- “Every new client means a week of chasing paperwork before we can actually do anything for them.” teamon-task
Group session — client team group-session · 2026-06-05
- “We answer the same handful of client questions over and over. It's a real drain on the seniors.” teamon-task
- “Keeping track of every client's filing deadlines is all in people's heads and spreadsheets.” teamon-task

Client onboarding is a manual, paperwork-heavy bottleneck that delays first value. active
“Every new client means a week of chasing paperwork before we can actually do anything for them.” — Discovery call — Managing Partner
Repetitive routine client questions consume disproportionate senior-advisor time. active
“We answer the same handful of client questions over and over. It's a real drain on the seniors.” — Group session — client team

Onboarding Assistant chosen Free up advisor time
Guides a new client through intake and assembles their paperwork, cutting the week-long manual chase to a day.

impact 4 · feasibility 4 · reversibility 5 · confidence 3

justified by: Client onboarding is a manual, paperwork-heavy bot…