Client Onboarding Automation

What is it?

This system delivers a smooth, high-touch experience for every new client—without manual effort. From welcome emails to document collection and task coordination, everything is handled automatically, so no client ever feels lost or forgotten.

Why it matters

• Faster onboarding: Reduce time-to-value for your clients, boosting satisfaction from day one.
• Increase retention: A seamless onboarding experience builds trust, reduces buyer's remorse, and makes people love working with you.
• Save time & reduce admin Eliminate repetitive tasks—no more chasing documents, setting up accounts, or manually sending emails.

How it works

1. Trigger-based onboarding: Once a client signs (via PandaDoc, Stripe, form, etc.) the system kicks in automatically.
2. Data enrichment: It pulls extra info from your sales calls, forms, or even their website to personalize the experience.
3. Asset delivery: Send custom welcome emails, PDFs, onboarding forms, videos and other materials—instantly.
4. Progress tracking & follow-up: Clients and your team stay aligned via automated CRM updates and check-ins.