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Welcome aboard

Welcome to CanyonOps.

You just made a good call. Here is a quick word from me on what happens next, and how we get you fully set up over the next couple of weeks.

The short version: you don't set this up, we do. Your onboarding has two halves. First, we build your instance for you, your tiers, your households, your service calendar. Then we dial in your whole operation together, through a mix of private sessions and live group trainings. Everything you need is in these pages. Start here and click through.

The path

Your onboarding, start to finish

Here is exactly what to expect, and roughly when. No guesswork, no long setup project on your plate.

1
This week

Kickoff call

We meet, and together we export your households from your CRM and import them into CanyonOps, live. Then we configure your service model by walking through how you actually serve your clients, how often you meet, and which services you run, against our full task library.

2
The days after

We build it

We finish standing up your tiers, a full year of your service calendar, and your triggers. When you sit down, it is ready to use, not ready to set up. We send you a short walkthrough of your own instance.

3
Week one to two

Go-Live and team training

We hand you the keys and train your whole team, not just you. You leave the call running your next real meeting through CanyonOps.

4
Across your first weeks

Your training sessions

Two private one-on-ones with Jake on the parts specific to your firm, your service tiers and your growth, plus two live group cohorts with other firms on onboarding and service process and on your tech stack and Claude. This is the consulting half, and it is where a lot of the value lives.

5
From there

You are running

Every promise tracked, your team operating without it living in your head, and your value on display for clients and prospects.

You have 60 days. Love it or leave it.

If you don't love it, every dollar back, no hard feelings. Your CRM, your planning tool, and your custodian never change. We built this to earn the yes, not to trap you into it.

Do these now

Three things to get us started

A few minutes from you, and then we take it from here.

1

Fill out your intake

About ten minutes, right here in this page. It tells us how you serve clients today so your Kickoff is productive from the first minute.

2

Book your two calls

Your Kickoff this week, and your Go-Live a week or two out. Grab times that work for you and the team members who will use CanyonOps.

Book Kickoff Book Go-Live
3

Come to Kickoff ready

Have your CRM login handy so we can screen-share and export your households together on the call. All we need is each person's name, the household name, their dates of birth, and which segment each household is in. Everything else stays in your systems. You can also export it ahead of time in the intake step.

That's it. We do the heavy lifting from there.

About ten minutes

Your intake

Tell us how you work today so your Kickoff is productive from the first minute. Short answers are fine, and you can always fill in the rest on the call.

About your firm
Your team
How you serve clients today
A service calendar spreadsheet, a tiers one-pager, an internal checklist, even your ADV brochure. Whatever you have — this is the single most useful thing you can give us, and it saves you the questions below.
Don't overthink it. We'll map cadence and tiers together at Kickoff against our full task library.
Your tech stack
Your client list

To set up your households, all we need is each person's name, the household name, their dates of birth, and which segment each household is in. Everything else stays in your CRM. You can bring this to Kickoff and we'll export it together, or export it now and upload the CSV below.

Exporting from Wealthbox

  1. In Wealthbox, go to Contacts and click Export in the top-right.
  2. Select All Contacts, choose CSV, and click Export.
  3. When the download finishes (wealthbox-contacts-export.csv), upload it below.
Wealthbox export guide

Exporting from Redtail

  1. Open Redtail and go to your contact list.
  2. Select the contacts you want and export them in bulk as a CSV.
  3. Save the file, then upload it below.
Redtail export guide
Optional. CSV only. We can also do this together at Kickoff.
Logistics

Thanks, we've got it.

Your intake is in, and we'll use it to prep your Kickoff. If you uploaded your contacts, even better, we'll have your households ready to import. See you soon.

Once you're in

Getting started in CanyonOps

A short tour, and the handful of things you'll do every day. We cover all of this live at Go-Live, so treat this as your reference.

CanyonOps dashboard

The four things you'll do most

See what's owed

Open a household's service calendar to see what's done and what's still owed this year. Work from the calendar, not your memory.

Run a meeting on living notes

Before a meeting, open the client's living notes. During and after, add to them. The notes carry forward year to year, so nothing lives only in your head. This is the gold.

Hand off work

Assign a task or a whole project to a team member, attach instructions or a Loom, and it runs without you. Your team operates without it living in your head.

Prove it

Pull the evidence pack in one click when you need the trail. The same system that runs your service proves you delivered it.

Where you operate day to day

Sort your whole book by status in the cross-household view. Every spring meeting not yet done, or everyone who still has an RMD, on one screen. When you add a new household, set the tier and a full year of service builds itself.

Two rules of thumb

If it only lives in your head, it isn't a system yet, so put it in the notes. And open it every day. The habit is the whole point.

The consulting half

How we dial in your operation

About an hour each. Two are private one-on-ones with Jake on what's specific to your firm. Two are live group cohorts with other firms, where the playbooks are shared and you learn alongside your peers.

One-on-one with Jake

Private session

Your service tiers

Segment your book, set a minimum fee per tier, and decide who gets what level of service. The session that usually pays for the whole thing.

Private session

Your growth

Build your proposal site and your year-end value summary, so you win more prospects and keep more clients.

Live group cohorts

Group training

Onboarding and service process

Tighten how you bring on a new client and how you deliver across the year, so nothing depends on memory. Learn alongside other firms working through the same thing.

Group training

Tech stack and Claude

Get your tools working together and put AI to work in your practice the way we do in ours, safely with client data.

We'll set your one-on-ones on a rhythm at Go-Live and share the cohort schedule so you can join the next ones. Bring your questions, and for your service-tiers session have your fee schedule handy.

Good questions

Answers to what firms ask most

If yours isn't here, email support@canyonops.ai and our whole team will jump on it.

Does this replace my CRM?
No. CanyonOps is additive. You keep your CRM, your planning tool, and your custodian. It sits on top of the tools you already use and handles the layer between the plan and the proof.
How long until we're up and running?
Kickoff is this week, and most firms are running within a week or two. Because we do the setup for you, the time it costs you is small.
What client data do you actually need?
Four things: each person's name, the household name, their dates of birth, and which segment each household is in. That's it. We keep the data we hold to a minimum on purpose, so everything else stays in your CRM and your planning tools.
Who on my team should be involved?
Everyone who will use it day to day, not just you. Bring your operators to the Go-Live call so they're trained from the start. The whole point is that your service doesn't live only in your head.
What is the guarantee, exactly?
Sixty days, love it or leave it. Use it, let us get you fully set up, and if you don't love it we refund every dollar. There's no trial to babysit and nothing changes in your other systems.
We're one reply away

How to reach us

You're not handing this to a support queue. You're working directly with the people who built it.

Email our support team

This is the fastest way to get help. It routes to our entire team, so whoever can answer quickest picks it up, instead of sitting in one person's inbox.

support@canyonops.ai

Book time with us

Need to schedule or reschedule? Grab a time for your Kickoff, Go-Live, or a walkthrough.

Book Kickoff Book Go-Live Book a walkthrough

Already in the app?

Open CanyonOps

Welcome to CanyonOps.

We're glad you're here, and we'll make sure you get real value fast. See you at Kickoff.