Monday is your fastest day: why timing shapes client intake
Clients who begin onboarding on a Monday have the highest completion rates. Here's what that means for how your firm sends intake.
Most firms think about intake in terms of what they ask clients for. Far fewer think about when they ask.
Across industry research and Lexo's own platform data, one pattern stands out: clients who begin onboarding on a Monday have the highest completion rates.
Why the start of the week works
Early in the week, clients tend to have more attention to give to admin. By Friday, an intake link competes with weekend plans — and an unfinished form on Friday afternoon easily becomes a forgotten one by Monday.
What firms can do with this
- Send new intakes early in the week where you have a choice of timing.
- Treat late-week sends as higher risk and plan a gentle reminder for the following Monday.
- Make the first step effortless. Timing helps, but a branded, guided intake that works on any device — with ID verification and signing in the same flow — removes the reasons clients stall in the first place.
The first interaction sets the tone for the whole relationship. Getting the timing right is one of the simplest ways to make it a good one.
