Tenex Wealth — Client Pipeline

📥 Import Tasks from Claude

Forward or paste a sent email into the Team Task Parser project to get a JSON task list. Then paste that JSON below — tasks will be added to the right client cards automatically.

Paste task JSON from Claude

👋 New Client & Tasks

Client lands in 🔍 Discovery with all 10 Admin SOP tasks pre-loaded.

Client Full Name *

Client Email

Assigned Admin

10 SOP Tasks — Auto-loaded on creation

1 File & archive signed documents into SharePoint folder ⚑ Compliance

2 Log receipt in iC2 File Notes (date, time, initials) ⚑ Compliance

3 Add client(s) into iC2 — full details, DOB, TFN, contact ⚑ Compliance

4 Add client(s) into Xplan — link to iC2 record ⚑ Compliance

5 Send Welcome Email with Risk Profile Questionnaire link ⚑ Compliance

6 Create iC2 Project Board using standard onboarding template

7 Send Third-Party Authority letters to super/insurance providers ⚑ Compliance

8 Set 5-day reminder in iC2 and Outlook to chase fund data

9 Complete Research & Modelling — run WealthSolver scenario ⚑ Compliance

10 Internal handover email to adviser — confirm all admin complete

⚙️ Settings & Cloud Sync

Cloud sync via JSONBin.io (free)
Data is always saved locally in your browser. To sync across team devices:
1. Go to jsonbin.io → Sign up free → New Bin → paste {} → Save
2. Copy the Bin ID from the URL bar
3. Go to Account → API Keys → copy your Master Key
4. Paste both below → Save → all team members do the same

JSONBin Bin ID

Found in the URL after creating a bin: jsonbin.io/v3/b/{this-id}/latest

JSONBin Master Key (API Key)

Found under Account → API Keys in JSONBin. Stored only in your browser.

⚠️ Danger zone — these actions cannot be undone