CLIENT ONBOARDING

Welcome to the FamilY

A few fun details help us take care of you the way we take care of our own — birthdays, favorite restaurants, the little things. Takes about 3 minutes.

Why we ask: Everything below feeds directly into your client profile so we can remember the details that matter — home anniversaries, favorite snacks, the kids' birthdays — without having to ask twice.

Welcome to the Family

About You

The basics, so we can stay in touch.

Your Partner

If there's a spouse or partner we should know too.

Home & Family

Kids' Names & Birthdays

Favorites & Little Touches

So we can surprise you with the right thing at the right time.

Special Occasions

The last few details, then you're all set.