The few people I’ve set up I’ve just gotten them to download Muun or Speed Wallet initially, but I tell them if they get an appreciable amount they don’t want to walk around with, or plan to start stacking or accepting Bitcoin permanently they may want to get me to help them set up Blue Wallet, and a Cold Card to sweep to.

Then I have some pre-written notes on my phone that I can text them over time to get them on their own learning path. One is a link to my educational website and a pdf copy of The Bitcoin Standard. One is about the difference between on-chain and Lightning. One is about recommendations on a good basic self custody setup including seed plates. Another is an intro to the concepts of KYC and non KYC and UTXO management.