Client Onboarding Pipeline
Fully automated client onboarding from contract signature to first meeting in 15 minutes.
What needed solving
New client setup took 2 days of manual work: creating accounts, sending welcome documents, scheduling meetings, setting up project tools, and updating the CRM — all done by hand.
The automation flow
Contract signed via DocuSign or equivalent
Creates client folder, sets up project board, generates credentials
Welcome email with documents and meeting link sent automatically
Team notified with client brief and kickoff meeting added to calendar
The numbers
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Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.