Onboarding That’s Done For You Not Left to You

fidUlink AI Concierge Onboarding Process

with 24/7 Chat and Zoom Support

The Promise

You Don’t Start With a Blank Screen

High Level is powerful but most firms never fully implement it because the setup process is complex, time-consuming, and easy to misconfigure.

fidUlink AI solves that by delivering a done-for-you onboarding process that configures the platform around your firm’s brand, workflows, and client acquisition process.

You don’t need to become a software builder.


You just need to tell us how your firm works.

What You Do

Step 1: You Complete One Onboarding Form

We start with a single intake form that collects the essentials:

  • Your firm name and brand tone

  • Website and domain details

  • Calendar preferences

  • Service model and scheduling rules

  • Team members and roles

  • Lead sources (referrals, search, webinars, etc.)

  • Compliance considerations and disclaimers

  • Preferred CRM (Wealthbox, Redtail, etc.)

This gives us everything we need to configure the system correctly.

What We Do

Step 2: We Configure the Platform for Your Firm

Once we receive your onboarding form, we handle the technical setup and system configuration, including:

  • Account configuration and core settings

  • Pipeline stages and lifecycle structure

  • Calendars and scheduling rules

  • Email and phone configuration (as needed)

  • Domains and tracking connections

  • User access and permissions

  • Core reporting setup

Your fidUlink AI instance is configured as a working environment not a blank template.

Snapshot + Assets

Step 3: We Deploy Your Fin Pro Snapshot

Next, we install the fidUlink AI Fin Pro Snapshot our pre-built fiduciary-ready system.

This includes:

  • Pre-built workflows and automations

  • Pre-written email and SMS sequences

  • Intake forms and contact segmentation

  • Lead capture pages and funnels (where applicable)

  • Appointment reminders and follow-up sequences

  • Referral follow-up workflows

This is the part that typically saves firms dozens to hundreds of hours of setup work.

AI Employee Setup

Step 4: We Train Your AI Employee

Your fidUlink AI subscription includes an AI Employee that can support inbound communication and scheduling.

We configure and train your AI Employee to align with your brand tone and communication standards, including:

  • Call answering behavior and scripts

  • Intake questions and qualification logic

  • Scheduling rules and handoff behavior

  • Chat responses for website inquiries

  • Escalation rules (when to notify a human)

AI is designed to protect responsiveness not replace relationships.

Compliance Export Setup

Step 5: We Configure Your Compliant Record Export

To support record retention workflows, we configure your Compliant Record Exporter to send communication records to your chosen cloud archive destination.

fidUlink AI consolidates much of that into one communication suite, while intentionally complementing not replacing your Financial Planning CRM.

Supported endpoints include:

  • Google Drive

  • Dropbox

  • ShareFile

  • ComConnect File Sync

  • Other compatible cloud storage providers

Exports occur cloud-to-cloud and run automatically once enabled.

CRM Integration

Step 6: We Set Up Your Financial Planning CRM Handoff

fidUlink AI is designed to complement WealthBox, RedTail CRM, Advyzon, and other Financial Planning CRMs.

We can configure workflows so that when a prospect becomes a client (for example, when a deal is marked “won”), their information transfers cleanly into your Financial Planning CRM.

This keeps a clear separation:

-FidUlink AI handles communication before and around the decision

-Your Financial Planning CRM manages client service after the relationship begins

Training & Launch

Step 5: We Configure Your Compliant Record Export

To support record retention workflows, we configure your Compliant Record Exporter to send communication records to your chosen cloud archive destination.

fidUlink AI consolidates much of that into one communication suite, while intentionally complementing not replacing your Financial Planning CRM.

Supported endpoints include:

  • Google Drive

  • Dropbox

  • ShareFile

  • ComConnect File Sync

  • Other compatible cloud storage providers

Exports occur cloud-to-cloud and run automatically once enabled.

24/7 After Launch

Support available on every screen 24/7/365

Whether you want to search our knowledge bases, talk to our AI support agent that knows the whole platform or speak to a human who can jump on the page and give you specific next steps, we have you covered.

Supported Teams

  • 24/7 Human Based Chat

  • AI Support Agent

  • Able to meet with our team over Zoom

  • Custom buildout support available upon request

Let’s create a personalized communication super suite that puts your goals within reach and gives your team peace and support starting today.

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