Client Update Builder
Draft a clear, friendly status update for a client at any stage of onboarding or a transition.
From Breakaway Transitions 101: Keep Every Client Informed →Tool: Client Update Builder
Where is this household in the move?
Channel
Draft for your approval · Email
Edit the draft directly. Changing the stage, names or channel starts a fresh draft.
This is a draft for you to review, edit and approve, not a message to send as-is. Timing language is general; adjust it to what you actually know about each transfer. Keep account numbers and balances out of email and text, and make sure every client message follows your firm's communication and record-keeping policies.