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 steps
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
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.