Implementation Timeline

Join Us Live

Be sure to join today’s live challenge call at 12 pm CST.

Today's Action Items

Step 1: Review Your Presentation

• Reflect on your plan presentation.
  
  
• Write down:
  
  
  • What went well
    
    
  • What could improve
    
    
  • Any open Q&A items (bring these to our live call).
    
    

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Step 2: Build the Implementation Timeline

• In TaxPlanIQ, distinguish between:
  
  
  • Tasks = internal firm assignments
    
    
  • To-Dos = client assignments
    
    
• To enable client’s portal:
  
  
  • Edit the client from your main page.
    
    
  • Turn on their client portal so they can see to-dos, and “published” reports, etc.
    
    
• Use the Preferred Vendor checklists inside the strategy library to track vendor steps.
  
  
• Add deadlines, owners, and notes for each step.
  
  

Step 3: Schedule the Client Onboarding Meeting

This is a 30–90 minute meeting with your client to:

• Walk through their Client Onboarding Guide. Ask jAIne for one if needed:

• Review the implementation timeline (tasks + client to-dos).
  
  
• Confirm vendor involvement.
  
  
• Review which package the client is on, what it includes, and expectations.

Sample Onboarding Meeting Script:

1. Welcome & Recap
   
   “Thanks for trusting me with this plan. Today we’ll confirm the steps, responsibilities, and expectations for implementing your strategies.”
   
   
2. Review Plan Steps
   
   “Here’s the timeline of strategies. Let’s confirm deadlines, who is responsible (my team vs. you), and any vendor involvement.”
   
   
3. Boundaries & Expectations
   
   
   • Communication channel (email, portal, calls).
     
     
   • Expected response times.
     
     
   • Frequency of check-ins (weekly, monthly, quarterly).
     
     
   • Scope included in the package you purchased.
     
     
4. Finalize Next Steps
   
   “By the end of this meeting, we’ll have your plan steps locked in with clear ownership and dates. I’ll track everything inside TaxPlanIQ so nothing is missed.”
   

Step 4: Stay Active in the Community

Continue to post updates in the private Facebook group using the tags:

• [ASK] – Question for Jackie or Success Coaches
  
  
• [SHARE] – Helpful tip or insight
  
  
• [WIN] – A success or aha moment
  
  
• [ISSUE] – Technical issue (note if you’re Growth for priority support)
  
  

Growth users: Book your one-on-one with a Growth Expert.

All users: Bring questions to the Tax Lab session for live answers.

Use our TaxPanIQ Hub (Bottom left of screen within TaxPlanIQ) for feature requests or support.

📝 Quick Checklist

• Review presentation (wins, improvements, Q&A)
  
  
• Build implementation timeline in TaxPlanIQ
  
  
• Assign tasks (internal) + to-dos (client)
  
  
• Enable client portal to share to-dos
  
  
• Use Preferred Vendor checklists in strategies
  
  
• Schedule Onboarding Meeting (30–90 min)
  
  
• Set expectations: communication, response time, package scope
  
  
• Post updates in FB group with tags, use our weekly labs or one on ones, and request new feature or support anytime!