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Client Onboarding Automation
Signed to onboarded without a human bottleneck.
Book a fit call3 weeks
The problem
Every new client costs you a week of operations work — kickoff emails, document collection, tool provisioning, intro meetings, status updates. The senior person doing it is also the senior person you can't afford to lose to admin.
We build an onboarding flow that takes a signed deal and runs the first 14 days automatically — welcome sequence, document collection, tool provisioning, kickoff scheduling, status updates. Your team enters the picture for the conversations that actually matter.
Who this is for
Operations lead, $2-30M services, onboarding 2+ new clients per month.
Signals you need this
- →Onboarding takes more than a week of senior time per client
- →Inconsistent first impressions across clients
- →New hires struggle to onboard clients the way the founder does
What you get
- •Map of current onboarding steps and the people involved
- •Automated welcome and document-collection sequence
- •Tool provisioning workflow for your standard stack
- •Kickoff scheduling and pre-meeting brief generation
- •Status-update automation for the first 30 days
- •30-day adoption runbook for the team
Out of scope
- —Ongoing account management past the onboarding window
- —Custom integrations with industry-specific tools we did not name
- —Re-onboarding existing clients (sold separately if needed)
Outcome
Senior time spent on onboarding per client
From 5-8 hours down to 1-2 hours, with consistent first impression
Your onboarding steps are 80% repeatable. Genuinely bespoke onboarding doesn't fit this template.
Want to know if this fits your situation?
Book a 30-minute fit call. If it's not the right engagement, we'll say so on the call.
Book a fit call